随着人工智能企业纷纷争抢支撑AI热潮所需的英伟达芯片，荷兰企业ASML已在供应链中抢占了关键赛道——打造用于芯片光刻、需搭配激光器的核心设备。 ASML的客户涵盖台积电、英特尔等企业，其生产的巨型精密设备可将微型电路刻制于硅芯片之上，在AI所需的高端微处理器配套设备市场中占据主导地位。 这家总部位于荷兰费尔德霍芬的企业，自去年4月以来股价已翻倍，仅本月涨幅就达25%；眼下其芯片制造客户正因芯片供应 ...

Analyst maintains $1,642 target before Wednesday earnings. China orders hit EUR 3.27B record as chipmakers boost 2026 ...

ASML's key role in the global chip market could help the company land more orders as its customers increase their capital ...

ASML heads into Q4 earnings with AI-driven chip demand, strong EUV momentum and revenues projected to be EURO 9.8B - should ...

国际大行瑞银 (UBS)近日发布研报称，总部位于荷兰的光刻机巨头阿斯麦 (ASML Holding ...

ORDERS FORECAST: The Dutch semiconductor-equipment maker is expected to report orders of 6.95 billion euros ($8.25 billion), according to Visible Alpha. The forecast is slightly below orders of 7.09 ...

Investing.com - 摩根士丹利在给客户的报告中将 ASML 的目标价上调40%，理由是预期2027年盈利将显著增强，这得益于半导体资本支出增加和来自中国的持续强劲需求。 分析师Lee Simpson将该公司的目标价从1,000欧元上调至1 ...

The semiconductor bellwether's stock recently got a massive upgrade, pointing toward better times ahead.

ASML Holding stock has rallied 40%+, pushing valuation above 5-year averages. Click to see why ASML stays a Buy on CapEx ...

The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive ...

Hit $500B market cap Thursday, surging 7% after TSMC earnings. RBC initiates Outperform rating with $1,550 target on AI ...

ASML's stock price got a nice shot in the arm following TSMC's latest quarterly report.