行业支出预期悲观，杰富瑞下调阿斯麦(ASML.US)与ASM International(ASMIY.US)评级

智通财经2025-06-26

智通财经APP获悉，周四，杰富瑞基于对行业支出的担忧，下调了阿斯麦(ASML.US)与ASM International(ASMIY.US)这两家荷兰半导体设备公司的评级。截至发稿，阿斯麦股价在盘前交易中下跌1.8%，而ASM International微跌0.14%。分析师贾纳丹·梅农(Janardan Menon)在致客户的报告中写道："我们预测2026年晶圆厂设备支出将下降1%，而市场共识...

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