【券商聚焦】摩根大通维持阿斯麦“增持”评级 料公司Q4营收同比增长24.4%

金吾财讯
27 Jan

金吾财讯 | 摩根大通发研报指,阿斯麦(ASML)在2024年10月下调2025年业绩指引后,市场对其前景的悲观情绪已经充分反映在股价中。除非英特尔或三星等主要客户大幅削减资本支出,否则阿斯麦不太可能再次下调业绩指引。此外,2026年的订单将成为影响股价的关键因素,预计台积电、美光和海力士的支出将保持稳定甚至增加,订单可见性将在2025年上半年逐渐清晰,为股价提供积极催化剂。摩根大通预计阿斯麦Q4...

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