摩根士丹利称乐观情景下阿斯麦股价有70%上涨空间可达每股2,000欧元_老虎社区_美港股上老虎

摩根士丹利称乐观情景下阿斯麦股价有70%上涨空间可达每股2,000欧元

环球市场播报01-16

摩根士丹利看多阿斯麦控股，并表示随着芯片制造商为满足人工智能需求激增而加大开支，这只股票在最乐观情形下，有70%的上涨空间。　　这家荷兰芯片设备制造商是摩根士丹利最看好的股票之一。摩根士丹利分析师称，在阿斯麦最大客户台积电显示人工智能相关投资热潮并未降温之后，他们对阿斯麦的看法更趋积极。阿斯麦股价2026年迄今已上涨25%，开年表现强劲。　　包括Lee Simpson在内的分析师在日期为周四的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2603960033?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-16 19:30","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2603960033","market":"us","top_or_hot":-1,"title":"摩根士丹利称乐观情景下阿斯麦股价有70%上涨空间 可达每股2,000欧元","media":"环球市场播报","content":"<div>\n<p>摩根士丹利看多阿斯麦控股，并表示随着芯片制造商为满足人工智能需求激增而加大开支，这只股票在最乐观情形下，有70%的上涨空间。\n　　这家荷兰芯片设备制造商是摩根士丹利最看好的股票之一。摩根士丹利分析师称，在阿斯麦最大客户台积电显示人工智能相关投资热潮并未降温之后，他们对阿斯麦的看法更趋积极。阿斯麦股价2026年迄今已上涨25%，开年表现强劲。\n　　包括Lee Simpson在内的分析师在日期为周四的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhpfku0580047.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利称乐观情景下阿斯麦股价有70%上涨空间 可达每股2,000欧元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利称乐观情景下阿斯麦股价有70%上涨空间 可达每股2,000欧元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhpfku0580047.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利看多阿斯麦控股，并表示随着芯片制造商为满足人工智能需求激增而加大开支，这只股票在最乐观情形下，有70%的上涨空间。\n　　这家荷兰芯片设备制造商是摩根士丹利最看好的股票之一。摩根士丹利分析师称，在阿斯麦最大客户台积电显示人工智能相关投资热潮并未降温之后，他们对阿斯麦的看法更趋积极。阿斯麦股价2026年迄今已上涨25%，开年表现强劲。\n　　包括Lee Simpson在内的分析师在日期为周四的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhpfku0580047.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0006306889.USD","symbol_name":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-16/doc-inhhpfku0580047.shtml","article_id":"2603960033","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603960033","pubTimestamp":1768563000,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"摩根士丹利看多阿斯麦控股，并表示随着芯片制造商为满足人工智能需求激增而加大开支，这只股票在最乐观情形下，有70%的上涨空间。阿斯麦股价2026年迄今已上涨25%，开年表现强劲。　　在该行的乐观情景下，如果利润超出其预期、且科技股估值继续飙升，阿斯麦股价可能最高升至2，000欧元。　　阿斯麦股价周五上涨1.2%，至1，163欧元。该行预计，阿斯麦2027年每股利润约为46欧元，较2025年的水平几乎翻倍。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","EUO":"欧元ETF-ProShares两倍做空","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","ASML":"阿斯麦","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4147":"半导体设备","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4581":"高盛持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","FXE":"欧元做多ETF-CurrencyShares","BK4543":"AI","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","MS":"摩根士丹利","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4127":"投资银行业与经纪业","LU0234570918.USD":"高盛全球核心股票组合Acc Close","03165":"华夏欧优股对冲","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4516":"特朗普概念","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU2063271972.USD":"富兰克林创新领域基金","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4504":"桥水持仓","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H"},"translate_title":"Morgan Stanley says ASML shares have 70% upside to € 2, 000 per share under optimistic scenario","themeId":"fd18a2b30a3c0d6b0e723f64ad2e2cb7","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1.95,"EUO":0.6,"MS":1.86,"03165":0.6,"FXE":0.6},"content_text":"摩根士丹利看多阿斯麦控股，并表示随着芯片制造商为满足人工智能需求激增而加大开支，这只股票在最乐观情形下，有70%的上涨空间。\n　　这家荷兰芯片设备制造商是摩根士丹利最看好的股票之一。摩根士丹利分析师称，在阿斯麦最大客户台积电显示人工智能相关投资热潮并未降温之后，他们对阿斯麦的看法更趋积极。阿斯麦股价2026年迄今已上涨25%，开年表现强劲。\n　　包括Lee Simpson在内的分析师在日期为周四的报告中写道：“2027年晶圆代工与存储领域资本开支料增加，以及中国需求好于此前的悲观预期，强化了我们的判断。”\n\n　　在该行的乐观情景下，如果利润超出其预期、且科技股估值继续飙升，阿斯麦股价可能最高升至2，000欧元。其基准情景认为，股价将达到其1，400欧元的目标价。彭博汇总的数据显示，这一目标价在华尔街券商中位列第二。\n　　阿斯麦股价周五上涨1.2%，至1，163欧元。其市值本周超过5000亿美元，成为仅第三家达到这一里程碑的欧洲公司。\n　　摩根士丹利看多阿斯麦的核心理由是，市场对阿斯麦专用芯片制造设备需求旺盛，带动其盈利强劲。该行预计，阿斯麦2027年每股利润约为46欧元，较2025年的水平几乎翻倍。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何云","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}