据知情人士透露,美国对中国半导体行业的限制可能没有预期的那么严厉,阿斯麦和欧洲计算机芯片设备行业的同行股价上涨。
截至发稿,阿斯麦在欧洲上涨4.3%,荷兰竞争对手BE半导体和阿斯麦国际分别上涨5%和2.9%,在欧洲基准斯托克600指数中表现最好。
消息人士表示,中国主要存储芯片制造商长鑫存储技术有限公司(CXMT)不会被列入美国的贸易限制名单,并补充说,决定的时间和内容尚不确定。
美国商务部负责监督美国对中国出口的限制,预计将在感恩节假期后发布新的指导意见。
其他受到影响的顶级芯片设备供应商包括美国应用材料公司、科磊、泛林集团和东京电子。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.