智通财经5月27日电，美股科技股盘前多数上涨，英伟达、阿斯麦涨超2%，谷歌C、苹果、博通、甲骨 文涨超1%。 ...

Group 1 - Allient (ALNT) has shown strong year-to-date performance, gaining approximately 23.1%, while the Computer and Technology sector has returned an average of -3.8% [4] - The Zacks Rank for Allient is currently 1 (Strong Buy), indicating a positive earnings outlook and strong analyst sentiment [3] - The Zacks Consensus Estimate for Allient's full-year earnings has increased by 5.5% over the past three months, reflecting improved earnings expectations [4] Group 2 - Allient is part of the Electronics - Miscellaneous Components industry, which ranks 77 in the Zacks Industry Rank, with an average loss of 1.4% this year [6] - In comparison, ASML (ASML), another stock in the Computer and Technology sector, has a year-to-date return of 5.7% and is part of the Semiconductor Equipment - Wafer Fabrication industry, which ranks 20 [5][7] - The Semiconductor Equipment - Wafer Fabrication industry has seen a positive movement of +5.6% since the beginning of the year, indicating better overall performance compared to Allient's industry [7]

Core Viewpoint - The semiconductor industry is characterized by a complex, interwoven global supply chain, making unilateral actions by either the US or China difficult in their competition for chip manufacturing dominance [1][2]. Group 1: Supply Chain Dynamics - The semiconductor production process relies on a global network for mining, design, manufacturing, packaging, and testing, with certain countries and companies holding proprietary technologies that dominate the market [1]. - Ultra-pure quartz, essential for semiconductor production, is primarily sourced from a single location in North Carolina, which supplies about 90% of the global ultra-pure quartz [1]. Group 2: Market Share and Competition - Shin-Etsu Chemical holds approximately 30% of the global wafer market, establishing itself as a leader in the industry [1]. - TSMC commands a significant 67.1% share of the global foundry market, followed by Samsung at 8.1% and China's SMIC at 5.5%, collectively accounting for over 80% of the market [2]. - The concentration of market power is expected to persist as leading companies continue to invest heavily in research and development, making it challenging for new entrants to disrupt their dominance [2].

Group 1 - The article emphasizes the importance of building a thoughtful investment portfolio that balances strong growth potential with solid fundamentals [1] - The focus is on high-quality businesses primarily located in the U.S. and Europe, characterized by industry-leading profitability, low leverage, and growth potential [1] - The investment strategy includes considerations of portfolio strategy and capital allocation, aiming for long-term financial independence [1] Group 2 - The analyst has disclosed a beneficial long position in shares of ASML, GOOGL, and BRK.B, indicating a vested interest in these companies [2] - The article expresses personal opinions of the analyst, with no compensation received from the companies mentioned, highlighting an independent viewpoint [2] - Seeking Alpha clarifies that past performance does not guarantee future results, and the views expressed may not reflect the platform's overall stance [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 据中国外交部官网发布的消息，王毅会上表示，当前保护主义、强权霸凌正严重冲击国际贸易体 制，北京愿同阿姆斯特丹加强沟通对话，为中欧关系发展、世界经济复苏作出贡献。 王毅表示，中国已出台多项开放新举措，欢迎荷方就清洁能源、绿色发展、人工智能、银发经济等 领域与中方合作。 中国曾多次批评美国向荷兰和日本等国施压，要求这些盟友加入针对北京获取尖端芯片和芯片制造 设备的出口管制策略。 外媒引述费尔德坎普会上表示，欧盟和荷兰希望与中国合作应对双方共同面临的全球挑战，并称荷 兰首相斯霍夫期待今年晚些时候对中国进行访问。 荷兰外交大臣卡斯帕·费尔德坎普在访华期间表示：中国已经向荷兰提出，希望放宽与半导体行业 相关的出口限制。 中国此前曾对荷兰的出口限制表示"高度关切"。荷兰是全球唯一一家生产用于制造先进半导体的高 端光刻机的制造商ASML（阿斯麦）的所在国。但由于受到来自美国方面的压力等原因，ASML从 未向中国直接出售过其最先进的EUV光刻机。 来源：内容来自半导体行业观察综合 。 美国对中国芯片实施全球禁令，中国外长王毅在北京同荷兰外长费尔德坎普举行会谈达成几点共 识，包括同意通 ...

Group 1 - The last coverage of ASML Holding N.V. stock was in March 2023 with a "Buy" rating, and there are mixed feelings about its performance since then [1] - The stock has delivered notable performance, but specific metrics or figures are not provided in the text [1] Group 2 - The article does not provide any financial metrics, market trends, or specific growth drivers related to ASML or the industry [1]

Core Insights - The article discusses the historical context of the California Gold Rush initiated by James W. Marshall in 1848, which attracted over 300,000 people seeking wealth [1] - It emphasizes the effectiveness of value dividend investing as a strategy for building wealth through quality companies while generating cash flow [1] - The author is focused on creating a portfolio of dividend growth stocks to achieve financial independence through dividend income [1] Investment Strategy - Value dividend investing allows investors to purchase quality companies at attractive prices while receiving cash flow without needing to sell their stock positions [1] - The strategy is presented as a sustainable approach to investing, aiming for long-term wealth accumulation [1] Personal Disclosure - The author has a beneficial long position in ASML shares, indicating a personal investment in the company [1] - The article reflects the author's personal opinions and is not influenced by any compensation from companies mentioned [1]

Market Capitalization Changes - The market capitalization of major global technology and internet companies showed varied performance on May 23, 2025, with some companies experiencing increases while others faced declines [1]. - Notable gainers included 台棋电 (Taiwan Semiconductor Manufacturing Company) with a 2.31% increase, and PDD Holdings (Pinduoduo) which rose by 3.1% [3][4]. - Companies like 腾讯 (Tencent) and 阿里巴巴 (Alibaba) saw declines of 1.1% and 1.71% respectively, indicating a challenging market environment for these firms [3][4]. Company Performance Highlights - 台棋电 reached a market cap of 10,175 million, while 腾讯's market cap was 6,005 million [3]. - 奈飞 (Netflix) reported a slight decrease of 0.56%, with a market cap of 2,022 million [3]. - Adobe's market cap stood at 1,765 million, showing no significant change [4]. Sector Trends - The technology sector displayed mixed results, with some companies like Snowflake experiencing a significant increase of 13.43% in market cap, reaching 678 million [6]. - Conversely, companies like 美光科技 (Micron Technology) and 网易 (NetEase) faced declines of 1.05% and 1.25% respectively, indicating sector volatility [5][6]. Emerging Companies - Newer entrants like CrowdStrike and AppLovin showed positive trends, with market caps of 1,106 million and 1,189 million respectively, reflecting investor interest in cybersecurity and digital marketing sectors [4][5]. - Companies such as Robinhood and Cloudflare also reported increases, suggesting a growing interest in fintech and cloud services [6][7].

Core Viewpoint - ASML has developed the High Numerical Aperture (High NA) chip, a groundbreaking and expensive chip manufacturing machine that is set to revolutionize the semiconductor industry, with significant improvements in speed, performance, and cost efficiency [1][2][4]. Group 1: High NA Technology - The High NA chip is the latest generation of extreme ultraviolet (EUV) lithography machines, which are essential for producing advanced microchips [2]. - ASML is the sole manufacturer of EUV technology, which is critical for chip designs from major companies like Nvidia, Apple, and AMD [2]. - The first commercial installation of the High NA machine is at Intel, which plans to build a chip manufacturing facility in Oregon by 2024 [1][2]. Group 2: Market Dynamics - Only a few companies, including Taiwanese semiconductor manufacturers, Samsung, and Intel, can produce chips using High NA technology, and they are ramping up production to meet demand [2]. - ASML's EUV customers, including Micron, SK Hynix, and Rapidus, are expected to adopt High NA technology, indicating a strong market demand [2]. - ASML's older Deep Ultraviolet (DUV) lithography machines still account for 60% of its business, with significant sales to China, which represents 49% of ASML's Q2 2024 business [10][11]. Group 3: Technological Advancements - High NA technology allows for higher resolution projections of chip designs, leading to increased yield and reduced production costs [4][6]. - The machine's larger numerical aperture enables it to project smaller designs onto wafers in fewer steps, enhancing efficiency [6][7]. - ASML has reduced the power required for wafer exposure by over 60% since 2018, addressing energy consumption concerns in chip production [7]. Group 4: Future Outlook - ASML plans to ship at least five more High NA systems this year and aims to increase production capacity to 20 systems in the coming years [13]. - The company is also working on the next generation of machines, Hyper NA, with expected demand emerging between 2032 and 2035 [13]. - ASML is establishing a training center in Arizona to meet the growing demand for skilled personnel in EUV and DUV technologies [13].

Core Insights - The article discusses the investment positions of various analysts and the Motley Fool's recommendation of ASML [1] Company Insights - The Motley Fool has positions in and recommends ASML, indicating a positive outlook on the company's stock performance [1]