$阿斯麦(ASML)_老虎社区_美港股上老虎

草凡借箭
04-15

$阿斯麦(ASML)$AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是"增量叠加"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存）

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# 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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