在投资者因AI推动的科技股遭遇抛售而高度不安之际本周台积电(TSM.US)与阿斯麦(ASML.US)公布的业绩重要性较以

智通财经07-14 15:52

在投资者因AI推动的科技股遭遇抛售而高度不安之际本周台积电(TSM.US)与阿斯麦(ASML.US)公布的业绩重要性较以往进一步提升。台积电的资本支出计划是英伟达供应链中最受市场关注的数据之一而阿斯麦的产能规划也将为整个行业的扩张速度提供重要线索。目前市场对两家公司业绩的预期已经升至几乎难以超越的水平使得此前大幅上涨的股票更容易在业绩公布后出现回调。Pepperstone策略师Dilin Wu表示：“市场目前处于一个非常脆弱的位置。阿斯麦和台积电这两份财报要么会为这轮抛售提供支撑要么会进一步加剧跌势。无论哪种情况市场反应都可能非常明显。”台积电此前表示今年资本支出将接近创纪录的560亿美元但瑞银集团预计这一数字最高可能达到600亿美元。

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