全球最大芯片制造设备供应商阿斯麦（ASML）今日盘前股价大跌5.48%，主要受其第一季度财报不及预期和关税不确定性影响。
根据阿斯麦最新发布的财报，公司第一季度新增订单额仅为39.4亿欧元，远低于市场预期的48.2亿欧元，较上季度的70.88亿欧元大幅下滑44.5%。这一数据表明，半导体制造商在当前经济和地缘政治环境下趋于谨慎，尤其是对高昂的EUV设备投资更加保守。
阿斯麦首席执行官Christophe Fouquet在声明中特别提及："近期的关税政策增加了宏观环境的不确定性，将影响公司2025年和2026年的前景。"尽管如此，公司仍维持2025年总净销售额将在300亿至350亿欧元之间的预期。
此外，阿斯麦对第二季度的业绩指引也低于市场预期。公司预计第二季度销售额为72亿-77亿欧元，毛利率为50%-53%。花旗分析师指出，销售指引中值为74.5亿欧元，低于市场普遍预期的77.7亿欧元，毛利率中值也比52.4%的普遍预期低约91个基点。
作为半导体行业的风向标，阿斯麦的业绩和前景直接影响投资者对整个芯片行业的信心。随着关税政策的不确定性和人工智能需求的可持续性引发担忧，市场将密切关注阿斯麦及其客户在未来几个季度的表现。
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