$阿斯麦(ASML)_老虎社区_美港股上老虎

价值投资为王
2025-09-25

$阿斯麦(ASML)$ 继美光今年增加资本开支后，SK海力士也计划将EUV数量翻倍！

美光和SK海力士的HBM3E是英伟达数据中心GPU核心零部件，当前的产能供不应求。

随着明年HBM4E量产，存储公司的业绩还将继续增长，增加资本开支是必须的了。

由此我们看到，在阿斯麦指引不及预期的情况下，近期股价连续大涨，其他半导体设备公司同样表现亮眼！$应用材料(AMAT)$ $拉姆研究(LRCX)$

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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