Workflow
ASML Holding(ASML)
icon
Search documents
荷兰光刻机巨头阿斯麦宣布 裁员1700人
Mei Ri Jing Ji Xin Wen· 2026-01-28 23:32
据央视新闻,当地时间1月28日,荷兰芯片设备制造商阿斯麦控股公司(ASML Holding NV)首席执行 官克里斯托夫·富凯在一份声明中表示,公司计划裁员约1700人,裁员主要集中在技术部门与信息技术 部门。此次裁员对象主要位于荷兰,部分在美国,且主要涉及管理层,裁员人数约占公司员工总数的 4%。 0:00 ...
美股涨跌互现,“中国金龙”收涨,英特尔大涨11%,贵金属强势上攻
第一财经· 2026-01-28 23:30
Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]
【环球财经】阿斯麦2025年实现净利润96亿欧元
Xin Hua Cai Jing· 2026-01-28 22:42
(文章来源:新华财经) 该公司预计,2026 年得益于光刻机销售额的大幅增加及现有业务销售额的增长,预计2026年第一季度 净销售额将在82亿欧元至89亿欧元之间。2026年全年,总收入将在340亿欧元至390亿欧元之间。 此外,当天阿斯麦还宣布裁减工作岗位1700个,主要是荷兰境内和部分美国业务的管理人员,此举的目 的在于优化组织架构,简化流程,提高工程部门和创新部门的效率与产出。 新华财经海牙1月28日电(记者邵海军)荷兰半导体设备制造商阿斯麦公司28日公布2025年财报显示, 去年公司总收入327亿欧元,净利润为96亿欧元,分别较2024年同比增长16%和26%。 财报显示,去年第四季度公司表现尤为强劲,当季总收入创下97亿欧元的历史新高。阿斯麦公司首席执 行官克里斯托夫·富凯认为,客户对人工智能相关需求增长是销售额上扬的主要原因。 ...
ASML Stock Falls Despite Strong Sales Forecast For 2026
Investors· 2026-01-28 21:00
ASML Stock Falls Despite Strong Sales Forecast For 2026 | Investor's Business DailyBREAKING: [Trump Says He'll Name Fed Chief Pick On Friday]---Semiconductor equipment giant ASML (ASML) on Wednesday posted mixed results for the fourth quarter but provided a strong outlook for the current quarter and full year ahead. ASML stock wavered on the news. The Dutch maker of advanced photolithography gear earned the equivalent of $8.78 a share on sales of $11.62 billion in the December quarter. Analysts polled by Fa ...
ASML Orders Double Estimates at €13.2B: Why the AI Chip Boom Has Legs
Investing· 2026-01-28 20:17
Market Analysis by covering: Intel Corporation, Applied Materials Inc, Lam Research Corp, KLA Corporation. Read 's Market Analysis on Investing.com ...
ASML: Not Cheap, But The 2027-28 Setup Looks Real (Upgrade) (NASDAQ:ASML)
Seeking Alpha· 2026-01-28 20:04
I’ve been a long-term skeptic about ASML Holding N.V.’s ( ASML) prospects, with the arguments being presented on that first coverage . That skepticism has been consistent across my Seeking Alpha coverage .I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a port ...
BofA Sees Limited China Risk for ASML Holding N.V. (ASML), Maintains Top Pick Rating
Yahoo Finance· 2026-01-28 19:53
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On January 27, BofA Securities analyst Didier Scemama reiterated a Buy rating on the stock with a $1,672.00 price target. The firm maintains its “Top Pick” stance on ASML, seeing limited China threat and highlighting inflection in edge AI. Bofa highlighted that it hosted Erik Hosler, former Chief Technology Officer and Founder at xLight Inc. The discussions between them have led the firm to believe that China is a limited com ...
ASML's CEO Says AI Demand Is Accelerating. Is the Stock a Buy for 2026?
Yahoo Finance· 2026-01-28 17:40
The AI boom is broadening. Much like Intel has been a turnaround winner on the market over the last six months, ASML (NASDAQ: ASML) has also caught investors' eyes, becoming the latest semiconductor stock to bounce back after lagging behind. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » ASML is the world's only maker of extreme ultraviolet (EUV) lithography machines, which make the ...
ASML Looking at 'Record Quarter,' CEO Says
Youtube· 2026-01-28 17:12
We are very happy to finish the year so strongly that, you know, the ASML team has done a great job. They bring on a very, very big quarter and we are looking at a record quarter. We are looking at a record year.So this is very good already for 2025. And when we look at the mid-term, you know, in the course of last year, we sometime had some doubts basically, or some uncertainty on what AI would do to our business, because to be honest, it took a bit of time to convert some of the great announcement we have ...
Investors More "Selective" in Tech, Fed's Leadership Biggest FOMC Question
Youtube· 2026-01-28 17:01
Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab.We've got Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab. Nate, we've got to start with you. Uh, what a busy day.Obviously with the FOMC, we kind of know what they're going to do. Very earnings driven day. We've had Trump out this morning saying America is ba ...