受财报提振，阿斯麦盘前大涨，半导体股普遍走高
周三，受财报超预期提振，阿斯麦盘前大涨超9%！半导体股盘前普涨，迈威尔科技涨超3%，博通涨超2%，ARM涨1.75%，英伟达涨0.6%。
阿斯麦2024年Q4营收92.6亿欧元，上年同期72.4亿欧元，市场预期89.1亿欧元；净利润26.9亿欧元，上年同期20.48亿欧元，市场预期25.5亿欧元。Q4订单额70.9亿欧元，预估35.3亿欧元。
阿斯麦预计第一季度毛利率为52%至53%，之前预计为51.2%；预计第一季度营收为75-80亿欧元。预计2025年销售额在300亿至350亿欧元之间；预计2025年毛利率将在51%-53%之间。
阿斯麦首席执行官称，人工智能是我们行业增长的关键驱动力。
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