阿斯麦股价暴跌6%,2026年增长前景蒙上阴影

投资观察07-16

阿斯麦控股(ASML.AS)股价暴跌约6%,此前这家全球领先的计算机芯片制造设备供应商警告称,2026年增长可能陷入停滞。杰富瑞分析师指出,2025年指引虽符合预期,但2026年市场预期的下调将拖累股价表现。同时,阿斯麦的第三季度销售指引远低于该行预测及市场共识。这家荷兰公司预计第三季度净销售额在74亿至79亿欧元之间,而去年同期为75亿欧元。尽管截至周二收盘年内累计上涨4%,但阿斯麦的下跌拖累STOXX 600科技指数(.SX8P)下滑1.5%,令其处于指数底部。同行企业贝半导体工业(BESI.AS)、ASM国际(ASMI.AS)和意法半导体(STMPA.PA)股价也下跌3%至5%。(汇率:$1 = €0.8606)

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