金吾财讯 | 阿斯麦(ASML)股价向好,截至发稿,涨5.1%,报708.41美元。消息面上,公司重申了其长期收入前景,认为人工智能将推动半导体需求繁荣。公司预计未来五年销售增长将保持在8%到14%之间。公司预计到2030年,收入将达到440亿至600亿欧元(46亿至63亿美元),毛利率将在56%到60%之间,这一预期与2022年发布的长期指导一致。公司首席执行官Christophe Fouquet在声明中表示:“我们预计,随着极紫外光(EUV)技术的扩展进入下个十年,公司将在利用人工智能机会方面占据有利位置,并能够在此过程中提供重要的收入和盈利增长。”
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