日本芯片股暴跌引发日经指数下滑,ASML收入预警成导火索

投资观察07-17

东京,7月17日(路透社)——受荷兰芯片制造设备供应商ASML发布的收入预警影响,日本芯片相关股票遭遇抛售,导致技术股为主导的日经指数周四小幅下滑。北京时间02:14,与芯片相关的股票领跌,日经指数下跌0.3%,至39544.62点。相比之下,较广泛的东证指数上涨了0.1%。

日经指数表现最差的股票为Seven & i Holdings,该公司在加拿大Couche-Tard结束对7-Eleven便利店连锁运营商的收购后,股价暴跌7.8%。芯片制造设备巨头东京电子股价下跌近2%,其较小的同行Lasertec股价下跌5.4%,而芯片测试设备制造商Advantest股价下滑了1.8%。

ASML在周三警告称,由于芯片制造商在美国建厂时等待关税潜在影响的明确化,其2026年的收入增长可能无法实现。杰富瑞分析师在研究报告中表示,虽然季度订单可能波动,但基于12个月的移动平均数据来看,订单尚未进入恢复阶段,类似于ASML。极紫外线光刻设备的订单自去年上半年大幅增加后便进入“停滞”状态,预计在2026年有所恢复。

台湾芯片制造商台积电将在北京时间05:30发布收益报告,这一事件可能会对市场产生影响。在日经指数的225只成分股中,115只股价下跌,而108只股价上涨,两只股票持平。

该指数本周早些时候受货币贬值提振,但日元兑美元从之前的三个月半低点略有反弹。原油价格的下跌对能源股造成压力,东证油煤板块指数下降1.44%,在33个行业组中表现最差。包括油探公司在内的矿业子指数下跌1.40%。

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