$阿斯麦(ASML)_老虎社区_美港股上老虎

蚍蜉先撼小树
04-15

$阿斯麦(ASML)$ 这次业绩值得博弈一下，前两次都miss了。最关键的是，存储进入下一代节点，1C DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。

# 新财报季来袭！银行股、半导体打头阵，看好哪家表现？

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