芯片制造设备龙头艾司摩尔(ASML)在台湾时间1月29日凌晨,股价在夜盘交易中大涨5.22%,引发了市场的广泛关注。
这一上涨主要受到当前人工智能领域火热发展的带动。虽然市场上没有直接指向ASML公司的重大利好消息,但人工智能无疑将继续推动半导体行业需求旺盛,而作为主导芯片制造设备供应商,ASML必将从中获益。
业内分析人士指出,人工智能模型训练和推理过程对算力和芯片需求巨大,包括ASML在内的半导体上游设备制造商将因这一热潮而进一步受益。ASML在高端光刻机领域独占鳌头,是人工智能时代芯片制造不可或缺的关键供应商,其业绩值得期待。
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