美股異動|阿斯麥盤前跌超1% 大摩料公司Q2訂單強勁但中長期承壓
格隆匯7月11日|荷蘭光刻機巨頭阿斯麥(ASML.US)盤前跌超1%。消息上,阿斯麥將於7月16日公佈第二季度業績。摩根士丹利發佈研報,預計阿斯麥公司第二季度的訂單量會十分可觀,這得益於潛在的中國市場需求以及臺積電的重擺脫困境。然而,從中期到長期來看,大摩預計增長會較爲有限,原因是EUV技術的層數增加緩慢導致預期和估值受到影響,而該行認爲這種影響是完全負面的,因此維持“持股觀望”評級,目標價660歐元,這反映了謹慎的增長預期。(格隆匯)
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