在关税风波不断的背景下,芯片行业也正迎来一场严峻考验,投资者对AI芯片需求能否持续增长的担忧加剧。对于市场最关心的“关税和AI”,本周的阿斯麦和台积电两大巨头财报至关重要,市场焦点将集中在其业绩指引和订单上。现在答案出了一半,阿斯麦Q1新增订单锐减45%,远不及预期,维持全年销售指引不变。台积电将于周四公布财报,分析师预计台积电将下调业绩指引。对于关税风险,MorningStar分析师Phelix...
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