美股異動 | 阿斯麥盤前上漲超2% 機構看高目標價至850美元
格隆匯11月15日丨阿斯麥(ASML.US)盤前漲2.25%報590美元。Susquehanna分析師Mehdi Hosseini上調阿斯麥評級至“正面”,目標價為850美元。該分析師對阿斯麥長期財務路徑的信心日益增強。不僅設備交貨期延長能夠‘克服’2023年可能出現的衰退,而且‘關鍵客户’之間的競爭加劇以及終端市場需求驅動因素的多樣化也可能使阿斯麥EBITDA在2022年至2025年期間以30%的年複合增長率增長,在2022年至2030年期間以20%的年複合增長率增長。

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