Core Viewpoint - The US equity markets, particularly in tech and AI sectors, are experiencing a resurgence after a brief pullback, indicating a renewed AI bull run [1][2]. Group 1: AI Market Dynamics - Artificial intelligence remains the dominant market theme with an accelerating pace of innovation, highlighted by major announcements from tech giants like Microsoft, Alphabet, and Nvidia [2]. - The excitement among investors is returning, with a focus on three key stocks: ASML Holding, Palantir Technologies, and Broadcom, which are pivotal in the AI value chain [2]. Group 2: ASML Holding - ASML Holding is critical in the semiconductor supply chain, holding a near-monopoly on extreme ultraviolet (EUV) lithography machines essential for advanced chip production [3]. - The company has a Zacks Rank 2 (Buy) with an expected EPS growth of 18.9% annually over the next three to five years, while trading at 27x forward earnings, below its 10-year median of 31.8x, presenting an attractive entry point for long-term investors [4]. - Technically, ASML has been consolidating and recently broke out of a bull flag, approaching resistance at $780, with momentum expected to carry it higher as long as it holds above $740 [5]. Group 3: Broadcom - Broadcom has become a significant player in the AI value chain, designing custom chips for hyperscalers, including AI accelerators and ASICs for large-scale data centers [8]. - Analysts project Broadcom's earnings to grow at 19.1% annually over the next three to five years, driven by strong demand for AI-enabling hardware, although it currently holds a Zacks Rank 3 (Hold) due to flat earnings estimate revisions [9]. - The stock is breaking out from a tight bull flag pattern, suggesting a continuation of its rally as long as it trades above the $230 breakout level [10]. Group 4: Palantir Technologies - Palantir Technologies has emerged as a top performer in the market, benefiting from AI adoption and demand for real-time data-driven decision platforms, expanding from government to private sector applications [13]. - Analysts forecast Palantir's earnings to grow at 32% annually over the next three to five years, although it trades at over 200x forward earnings, reflecting its unique market position [14]. - The stock is also breaking out of a bull flag pattern, indicating continued momentum, with potential upside if it holds above the $125 breakout level [15]. Group 5: Investment Outlook - ASML, Broadcom, and Palantir are all positioned to benefit from the expanding AI ecosystem, with strong earnings growth forecasts and compelling technical setups, suggesting they are well-positioned for the next bull run [15].

近日，一些媒体报道了英国部署电子束光刻机相关的新闻，并号称打破 ASML的EUV技术垄断。部分 报道甚至号称这是全球第二台电子束光刻机，能绕过ASML。实际上当前没有任何信息表面该电子束曝 光机可以用于5nm制程的芯片量产的光刻环节。在这些媒体的报道中，英国似乎已经拳打ASML，脚踢 EUV了。 那事实真的如此吗？实际情况到底如何呢？ 01英国部署全球第二台200kV电子束光刻设备 实际上，英国南安普敦大学宣布的是，成功开设了日本以外首个分辨率达5纳米以下的尖端电子束光刻 (EBL)中心，可以制造下一代半导体芯片。这也是全球第二个，欧洲首个此类电子束光刻中心。 据介绍，该电子束光刻中心采用了日本JEOL的加速电压直写电子束光刻(EBL)系统，这也是全球第二台 200kV系统（JEOL JBX-8100 G3）（第一台在日本），其可以在200毫米晶圆上实现低于5纳米级精细 结构的分辨率处理。这可以在厚至10微米的光刻胶中实现，且侧壁几乎垂直，可用于开发电子和光子学 领域研究芯片中的新结构。JEOL的第二代EBL设备——100kV JEOL JBX-A9 将计划用于支持更大批量 的300毫米晶圆。 目前JEOL的 ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Allient (ALNT) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Allient is one of 607 companies in the Computer and Technology group. The Computer and Technology group currently sits at #8 within the Zacks Sector ...

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]

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]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 CNBC 。 在荷兰一个巨型实验室里，严密的大门后，有一台机器正在改变微芯片的制造方式。ASML该公司 耗时近十年研发了高数值孔径（High NA）芯片。该芯片造价超过4亿美元，是世界上最先进、最 昂贵的芯片制造设备。 CNBC 于 4 月份前往荷兰参观了该实验室。在此之前，High NA 从未被拍摄过，即使是 ASML 自己的团队也是如此。 在实验室内，High NA 认证团队负责人 Assia Haddou 向 CNBC 独家近距离展示了 High NA 机 器，她称这些机器"比双层巴士还要大"。 该机器由四个模块组成，分别在康涅狄格州、加利福尼亚州、德国和荷兰制造，然后在荷兰费尔德 霍芬的实验室组装，进行测试和批准，然后再次拆卸运出。 Haddou表示，这需要七架部分装载的 波音飞机747 飞机，或者至少 25 辆卡车，才能将一套系统送到客户手中。 全球首个 High NA 商业化安装于英特尔，该公司将于 2024 年在俄勒冈州建造芯片制造厂（简称 fab）。迄今为止，只有五台这种巨型机器被交付使用。 目前，只有少数台湾半导体制造公司、三星和 ...

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]

Core Insights - ASML has developed the High NA machine, the world's most advanced and expensive chipmaking machine, with a cost exceeding $400 million, which is set to transform microchip production [1][4][12] - The first commercial installation of High NA occurred at Intel's Oregon chip fabrication plant in 2024, with only five machines shipped to date [3][4] - High NA is expected to be utilized by all ASML's EUV customers, including major chipmakers like TSMC, Samsung, and Micron, enhancing chip production efficiency and yield [4][21] Technology and Development - High NA machines are larger than a double-decker bus and consist of four modules manufactured in different locations, requiring significant logistics for delivery [2] - The technology behind High NA allows for higher resolution projections of chip designs, reducing the need for multiple patterning and improving yield [7][13] - ASML's High NA machines have shown significant improvements over previous EUV machines, with Intel reporting a 100% increase in reliability and Samsung noting a 60% reduction in cycle time [6][7] Market Position and Strategy - ASML holds a dominant position in the EUV lithography market, being the exclusive manufacturer of these machines, which are essential for producing advanced microchips [4][5] - The company sold 44 EUV machines in 2024, with a starting price of $220 million, while its older DUV machines accounted for 60% of its business [16][17] - ASML's sales to China peaked at 49% of its business in Q2 2024, but are expected to normalize to 20%-25% in 2025 due to U.S. export controls on EUV technology [17][18] Future Outlook - ASML plans to ship at least five more High NA systems in the current year and aims to ramp up production capacity to 20 machines in the coming years [24] - The company is also developing the next generation of machines, Hyper NA, expected to be needed between 2032 and 2035, with draft optical designs already in progress [23][24] - ASML is establishing a training center in Arizona to train 1,200 individuals annually on EUV and DUV technologies, addressing the growing demand for skilled labor in the semiconductor industry [23]

【导读】比特币价格创新高，美股走势分化 大家好，今晚继续关注海外市场的表现。 见证历史！比特币创新高 5月21日晚间，比特币上涨至历史新高，突破了今年1月创下的纪录。 在美国稳定币立法取得进展和激发了在特朗普领导下对监管明晰的希望后，比特币创下历史新高。这款最大加密货币攀升至109455.99美元的纪录，突破 了此前在1月20日特朗普就职时创下的最高点。 近期，比特币及更广泛的加密市场因监管利好而大幅反弹——包括一组民主党人周一放弃反对后，行业支持的稳定币法案在美国参议院获得推进。该法案 现已提交至参议院全院辩论，两党人士希望本周尽快通过。 Galaxy Digital创始人兼首席执行官迈克尔·诺沃格拉茨接受采访时表示："这是从盖瑞·詹斯勒及其领导下的美国证券交易委员会（SEC）向这个拥抱我们行 业的特朗普政府的策略转变。" 拟议立法的条款已被修订，新增了对洗钱、外国发行方、科技公司等方面更严格的限制，并加强了消费者保护措施。该法案还将确保美国国内和外国发行 方遵守相同的规则。 芝加哥商品交易所集团的比特币期货未平仓合约数量已较今年4月的年内低点回升了23%。与此同时，投资者在5月份已向美国12只比特币交易所 ...