$阿斯麦(ASML)_老虎社区_美港股上老虎

2025-04-16

$阿斯麦(ASML)$ 即使订单减少，营收增长46%，利润增长96%，全年指引没变，这也不算差吧。看来在美股，营收好不好和股价涨不涨没啥关系。多少次公司超预期，结果还是跌得很惨。财报不好，有时候也能莫名其妙地涨。

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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软玉儿
2025-04-16
软玉儿
逐渐A化

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