大行评级丨大摩：维持阿斯麦欧股目标价为1400欧元，短期上涨空间有限_老虎社区_美港股上老虎

大行评级丨大摩：维持阿斯麦欧股目标价为1400欧元，短期上涨空间有限

格隆汇03-24

摩根士丹利维持对阿斯麦欧股的“增持”评级，目标价为1400欧元。该行警告称，阿斯麦在2026年的短期上涨空间有限，极紫外光刻机的需求集中在下半年。大摩预计，阿斯麦定于4月15日公布的第一季度业绩将符合预期，预计销售额为86.4亿欧元，对比公司指引为82亿至89亿欧元；预计毛利率为52.8%，较市场共识预期高出61个基点。

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