1 月29日阿斯麦将发布2024年第四季度财报。在 2024年10月下调业绩指引后,市场极度悲观,未来再次下调预期的风,险可能在于英特尔(Intel)和三星(Samsung)预期下滑。我们认为阿斯麦第四季度的订单量足以实现2025年的预期,2026年能见度低,目前2026年出货的积压订单较少,台积电(TSM)可能在2025年上半年下2026年的订单。2025年市场情况分析:目前对于2025年的预期...
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