行业支出预期悲观杰富瑞下调阿斯麦与ASM International评级

格隆汇2025-06-26

杰富瑞周四基于对行业支出的担忧，下调了阿斯麦与ASM International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%，而市场共识预期为两位数增长。"他表示，其分析模型显示阿斯麦2026...

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行业支出预期悲观 杰富瑞下调阿斯麦与ASM International评级

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行业支出预期悲观杰富瑞下调阿斯麦与ASM International评级