2025年1月29日,光刻机大厂ASML发布了2024年第四季度及全年财报,不仅季度及全年营收均创下了历史新高记录,同时四季度新增订单金额环比暴涨169.5%,远超分析师的预期。虽然受DeepSeek引发“AI算力需求重估”导致ASML美股1月27日大跌5.75%,但是随着ASML未来短期及长期指引均未受影响,叠加超预期2024年四季度及全年业绩,直接推动ASML在美股1月29日盘前股价大涨...
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