$阿斯麦(ASML)_老虎社区_美港股上老虎

$阿斯麦(ASML)$ 才是AI军备竞赛里最硬的那个环节。台积电三星想扩产，都得先找它买光刻机。现在钱都往硬件挤，谁卡住产能谁说了算。不过老美那边又要收紧出口限制，荷兰还在犹豫，股价跌了点。等季报出来看看，现在拿着还行，追高就算了。

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