金吾财讯 | 阿斯麦(ASML)盘前涨超1%，截至发稿，报710.74美元。消息面上，高盛表示，阿斯麦2025年营收指引为300亿至350亿欧元，基于该公司强劲的订单，这一指引从客户推迟订单的角度来看已基本去除了风险，并且在乐观情况下(包括英特尔(INTC)和三星(SSNLF)代工情况取得进展、台积电(TSM)和SK海力士加速产能建设，以及其IBM(IBM)业务有所改善)，该公司有机会接近指引的上限。该行重申阿斯麦欧股“买入”评级。
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