半导体设备制造龙头阿斯麦(ASML)今日盘中股价大跌5%,引发市场广泛关注。
分析人士认为,阿斯麦股价下跌或与半导体行业同行应用材料(AMAT)发布的疲软业绩预期有关。根据AMAT公布的数据,由于部分半导体市场需求疲软,预计其第一财季营收低于预期,仅71.5亿美元。此外,AMAT的中国市场营收占比也出现下滑,由去年同期的44%降至30%。
尽管人工智能对高端芯片的需求持续旺盛,但其他领域如存储芯片、工业设备和汽车芯片的需求疲软,压制了半导体设备制造商的整体业绩表现。一旦设备大厂的订单放缓,将不可避免影响整个半导体供应链。因此,市场担忧AMAT的疲软预期可能会波及到阿斯麦等主要光刻机供应商。
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