高盛:看好阿斯麦 仍有超过40%的上涨空间

港股那点事
28 Feb

格隆汇2月28日|高盛发表研报,重申阿斯麦欧股“买入”评级,并给予12个月目标价1010欧元,这意味着较当前股价仍有超过40%的上涨空间。以Alexander Duval为首的高盛分析师表示,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.US)和三星(SSNLF.US)代工情况取得进展、台积电(TSM.US)和SK海力士加速产能建设,以及其IBM(IBM.US)业务有所改善),该公司有机会接近指引的上限。

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