全文2547字,阅读约需8分钟,帮我划重点划重点01阿斯麦第三季度订单额仅为26亿欧元,远低于分析师预期的53.9亿欧元,导致股价大跌16%。02中国市场占ASML的半壁江山,受制裁影响,部分客户突然砍单,导致订单量断崖式下跌。03然而,中国国产光刻机在28nm已经实现国产替代,可能已大面积商用推广。04除此之外,美国考虑限制英伟达、AMD等向中东国家出口AI芯片,可能影响ASML在中东市场的订单...
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