昨夜买完阿斯麦，今天_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
2022-07-06

昨夜买完阿斯麦，今天才看到美帝要求荷兰禁向中国出售DUV的消息。

从业绩上看，阿斯麦主要的收入还来自DUV，如果真禁售，对业绩影响确实不小。

但是，美帝有必要对中国半导体赶尽杀绝吗？如果上升到落后技术也要禁止的地步，两国里完全脱钩又进了一步！

希望这条消息只是鬼故事，毕竟每次熊市都有一堆假利空出来！$阿斯麦(ASML)$$台积电(TSM)$

# 晒晒更赚钱

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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gugu
·2022-07-07
中国公司以及外资在华设备，2021年占比14.7%
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- 价值投资为王:
  如果真禁售，这个比例还是有影响，但我感觉应该不会赶尽杀绝，有便宜货就再买点
  2022-07-07
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旺财2066
·2022-07-06
阿斯麦不是欧洲的吗
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- 价值投资为王:
  是欧洲，但euv研制成功是美国人给阿斯麦的机会，美帝真要往死里干，荷兰除了听话没有其他选择
  2022-07-07
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幽灵阿成
·2022-07-11
相当于处于垄断地位的产品，从一个客户变成另外的客户而已
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LyZL
·2022-07-09
投资需谨慎，自己的选择！
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Hiten
·2022-07-07
谢谢分享
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