阿斯麦（ASML）：_老虎社区_美港股上老虎

财经老李点评
2025-12-31

阿斯麦（ASML）：全球唯一 EUV 光刻机供应商，技术垄断地位无可替代，芯片制造厂商扩产需求支撑订单增长。新一代光刻机研发保持领先，绑定台积电、三星等头部客户。行业周期性波动与地缘政治风险可能影响设备交付节奏，但长期受益于半导体制程升级趋势。

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