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美銀:ASML第三季業績好壞參半 惟仍屬首選
阿思達克 10-19 00:31
美銀對荷蘭半導體設備製造商ASML(ASML.US)充滿信心,指該公司最新業績報告好壞參半,但仍將其視為長期投資。 美銀將該股列為首選股票,並重申「買入」評級,目標價810美元,未來12個月將有33.1%升值空間。 ASML第三季淨銷售額略弱於預期,淨利潤與預測基本一致,但ASML仍重申2023年淨銷售額年增30%的目標指引。美銀稱,ASML本季對中國銷售額增加,有信心與台積電的2nm製程節點將在2025年和2026年開始大幅增長。 美銀稱,對EUV和DUV機器需求強於預期,加上EUV機器和服務的毛利率高於預期,而宏觀經濟趨勢和更高的資本密集度推動領域的強勁資本支出,故建議買入ASML。
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