$阿斯麦(ASML)_老虎社区_美港股上老虎

你懂的盼

04-13

$阿斯麦(ASML)$ 才是AI军备竞赛里最硬的那个环节。台积电三星想扩产，都得先找它买光刻机。现在钱都往硬件挤，谁卡住产能谁说了算。不过老美那边又要收紧出口限制，荷兰还在犹豫，股价跌了点。等季报出来看看，现在拿着还行，追高就算了。

新财报季来袭！银行股、半导体打头阵，看好哪家表现？

本周将开启公布新一季财报，继续银行股打头阵。银行股财报后，周二花旗涨逾3%，摩根大通跌0.6%，富国银行一度大跌7%。周三、周四ASML、台积电等半导体公司也将发布财报。【大家看好哪家公司表现？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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