SemiAnalysis预计ASML将迎来更强劲的上升周期，理由是订单能见度已延长至2028年，且管理层已主动进行产能扩张。该公司三个月内第二次上调FY26财年业绩指引，其驱动因素包括价格上涨和DUV浸润式光刻机出货量重新加速。 AI
排序理由 SemiAnalysis对ASML未来表现和上调指引的预测分析。
AI 生成摘要 · Google Gemini · 来自 3 个来源。 我们如何撰写摘要 →
SemiAnalysis预测ASML上调指引后迎来更强劲的上升周期
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- Signal score
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- SemiAnalysis对ASML未来表现和上调指引的预测分析。
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完整方法见我们的编辑标准。
报道来源 [3]
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我们认为其收入预测存在上行空间，并预计ASML将提高长期指引。订阅我们的WFE模型以了解更多信息！（3/3）
We see upside to the Street's revenue forecasts and expect ASML to raise long-term guidance. Subscribe to our WFE model to learn more! (3/3) https://t.co/cP41yNHGqK
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我们相信以下信号预示着更强劲的周期上行：订单可见性已延伸至2028年，管理层已开始着手产能扩张，类似-
We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and sustained growth of the upgrade business.…
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ASML 在第二季度财报中第三次上调了 2026 财年业绩指引。 (1/3) 🧵 https://t.co/TXncdH2Y6Q
ASML raised FY26 guidance for the second time in three months at 2Q earnings. (1/3) 🧵 https://t.co/TXncdH2Y6Q