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
报道来源 [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)
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
-
We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-
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.…
-
ASML raised FY26 guidance for the second time in three months at 2Q earnings. (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