$阿斯麦(ASML)_老虎社区_美港股上老虎

杜王
2025-07-31

$阿斯麦(ASML)$ 这个价格，无脑买。严重低估了。关税已经落地，或者说本来就不可能对ASML加关税，美国自己要建厂，然后加光刻机关税让成本高，不自相矛盾吗。。EUV的monopoly, AI潮刚开始，不可能两三年结束，想想互联网时代持续了多久，未来的科技爆发，自动驾驶，AR VR眼镜，机器人，哪一个不需要芯片？哪一个不需要台积电的工艺，ASML的光刻机？企业的护城河没变，而且CEO下调指引，反而是负责任的表现，比那些糊弄人的玩意强太多

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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上山抓牛股
·2025-08-01
一家好好的公司非要卷入政治那不得迟早把自己玩死那就是看政治力量更强还是投资人的力量更强了
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木木骑士
·2025-08-01
感觉主力在洗盘吸筹，拿住了啊兄弟们！
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秘密你
·2025-08-01
资金在流入怎么还下跌这么多？
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唤唤霸霸
·2025-08-01
就是跌啊
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