关税成本转嫁无忧美银给予阿斯麦(ASML.US)“买入”评级

智通财经网2025-04-23

美银发布研报，给予阿斯麦(ASML.US)“买入”评级，目标价835美元。该行指出，基于其市场主导地位，阿斯麦具备将关税相关成本转嫁给客户的定价能力。管理层指出，进口到美国用于阿斯麦现有美国制造的零部件（平均占每台设备销货成本的低个位数百分比）可能面临关税影响，且若这些零部件在荷兰完成最终组装后返销美国客户，可能遭遇"双重征税"。此外，计量与检测系统未被纳入当前关税豁免范围。阿斯麦确认其2025年...

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关税成本转嫁无忧 美银给予阿斯麦(ASML.US)“买入”评级

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关税成本转嫁无忧美银给予阿斯麦(ASML.US)“买入”评级