阿斯麦2024Q3业绩点评及业绩说明会纪要:业绩符合指引 AI创新助力持续成长

华创证券
22 Oct 2024

事项:2024 年10 月16 日ASML 发布2024Q3 报告,并召开业绩说明会。评论:1.业绩概要: 2024Q3 公司实现营业收入74.67 亿欧元(QoQ+19.61%,YoY+11.90%),略高于指引上沿(67-73 亿欧元)。毛利率50.8%(QoQ-0.7pct,YoY-1.1pct),符合业绩指引(50%-51%)。2. 营收划分:1)按技术划分:主要分为ArFi 和EUV,...

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