阿斯麦这份财报各个项目都好于预期,尤其在手订单一项,不仅高于市场预期和自身较悲观指引,还超过了最乐观的预期,这让之前暴跌的阴影消散了大半,其在AI时代还是能分到蛋糕。展望后市,我们对阿斯麦的预期变得乐观,其整体逻辑回暖,高端芯片代工所需的EUV光刻机还是只有阿斯麦能够生产,这使得它的业绩具有确定性,随着工艺制程转向3nm甚至2nm,圆晶厂会加大对高数值孔径EUV的采购,使得阿斯麦量价和利润率三升。...
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