$阿斯麦(ASML)_老虎社区_美港股上老虎

2025-04-17

$阿斯麦(ASML)$ 阿斯麦订单下滑反映出全球半导体资本支出短期放缓，但这恰是布局好时机。技术迭代和行业升级不会停，下跌更多是周期性回调。一旦需求回温，涨幅将十分可观。

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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