ASML Holding(ASML)
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ASML: AI Tailwinds, Memory Upside - But The Stock Looks Fully Priced (NASDAQ:ASML)
Seeking Alpha· 2026-01-07 16:04
Who could have thought that the stock of ASML Holding N.V. ( ASML )( ASMLF )( ASML:CA ) could have gone on a ramping run to outperformJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently ...
ASML: AI Tailwinds, Memory Upside - But The Stock Looks Fully Priced
Seeking Alpha· 2026-01-07 16:04
Who could have thought that the stock of ASML Holding N.V. ( ASML , ASMLF , ASML:CA ) could have gone on a ramping run to outperformJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently de ...
ASML says social media hacking claims are untrue
Reuters· 2026-01-07 14:59
Dutch computer chip equipment supplier ASML said on Wednesday that claims posted on social media that the company had been hacked were untrue. ...
1 Analyst Just Doubled His Price Target on ASML Stock. Should You Buy Shares Now?
Yahoo Finance· 2026-01-07 14:00
In a rare and dramatic reversal, Aletheia Capital has sharply shifted its outlook on ASML Holding (ASML). Analyst Warren Lau upgraded the stock from “Sell” to “Buy” and doubled the price target on shares from $750 to $1,500. This bold move has quickly grabbed Wall Street’s attention and sparked fresh momentum in ASML stock, which has already reacted with significant gains. The upgrade comes amid growing optimism around demand for semiconductor lithography tools, especially extreme ultraviolet (EUV) syste ...
高盟新材等:1月7日A股光刻机概念股集体大涨
Sou Hu Cai Jing· 2026-01-07 09:45
Core Viewpoint - The A-share market saw a significant rise in photolithography machine concept stocks on January 7, driven by the record high of ASML in the US stock market [1] Group 1: Stock Performance - Highmeng New Materials approached a 20% limit up, while ChipSource increased nearly 18% [1] - Jiaxian Co. rose over 15%, and Anji Technology gained more than 12% [1] - Nanda Optoelectronics and Dinglong Co. saw increases of over 11% and 10%, respectively [1] Group 2: Other Notable Stocks - Pulit, Tongcheng New Materials, Guofeng New Materials, and Changqing Technology all hit a 10% limit up [1] - Kema Technology rose over 9%, and Jinhua New Materials increased by more than 8% [1] - Several other stocks, including Jingrui Electric Materials, saw gains exceeding 6% [1]
贝伦贝格:将阿斯麦目标价上调至1200欧元
Ge Long Hui· 2026-01-07 06:17
贝伦贝格银行(Berenberg)将阿斯麦控股公司目标价从1050欧元上调至1200欧元。 ...
Analysts Turn Bullish on ASML With Price Target Raised to $1,500
Yahoo Finance· 2026-01-07 03:37
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks Making Waves on Wall Street. On January 3rd, Aletheia Capital analyst Warren Lau raised his rating on ASML to Buy from Sell and raised his price target to $1,500 from $750. The double upgrade is a reflection of potential upside from surging EUV demand, DRAM and China DUV orders, and expansion potential from TSM. “We upgrade ASML to Buy with a revised target price of €1,250/$1,500 ADR on 30x FY27E PER from Sell (TP: €640/$750) as we raised FY26E/27E ...
Should You Buy ASML Stock Before Jan. 28?
The Motley Fool· 2026-01-07 00:48
The semiconductor bellwether's stock recently got a massive upgrade, pointing toward better times ahead.The past year was rewarding for ASML (ASML +1.26%) investors as shares of the semiconductor equipment supplier shot up 73%. Investors have been buying the Dutch giant's stock hand over fist of late as its order book swelled to meet the fast-growing demand for its advanced chipmaking equipment that's used for making artificial intelligence (AI) chips.Investors may now be wondering if it is a good idea to b ...
全球大公司要闻 | 英伟达推出新一代人工智能平台Vera Rubin
Wind万得· 2026-01-06 22:38
Group 1: Technology and AI Developments - NVIDIA launched the new AI chip platform "Rubin" at CES, achieving a reasoning power of 50 PFLOPS, which is five times that of the previous generation Blackwell, with costs reduced to one-tenth. They also introduced the Alpamayo series of open-source models to accelerate autonomous driving and AI applications [2] - xAI raised $20 billion in its E round of financing, exceeding the initial target of $15 billion, with participation from major investors including NVIDIA and Cisco [3] Group 2: Automotive Industry Updates - Tesla introduced a car purchase incentive in China, with down payments starting at 79,900 yuan for Model 3/Y, while experiencing a 48% decline in new car sales in Germany in December, dropping to 2,032 units [2][9] - BYD's new car registrations in Germany were more than double that of Tesla's in December, with a sevenfold increase in annual sales to 23,306 units, while Tesla's sales nearly halved to 19,390 units [5] Group 3: Financing and Market Movements - Strong Brain Technology completed approximately 2 billion yuan in financing, becoming the second-largest financing in the brain-computer interface field after Neuralink [2] - Desay SV announced plans for an overseas H-share stock issuance to enhance its international strategy and brand influence, pending board and regulatory approvals [5] Group 4: Stock Performance and Regulatory Actions - Guosheng Technology's stock saw a cumulative increase of 370.20% from October 31, 2025, to January 6, 2026, leading to a suspension for verification due to significant deviation from fundamentals [6] - China Satellite Communications announced a cumulative stock increase of 108.64% since December 3, 2025, indicating a serious deviation from fundamentals and potential market risks [6]
半导体设备与材料概念股上涨 应用材料(AMAT.US)、阿斯麦(ASML.US)齐创历史新高
Zhi Tong Cai Jing· 2026-01-06 15:56
Group 1 - The semiconductor equipment and materials sector continues to rise, with notable gains in several companies [1] - Amkor Technology (AMKR.US) increased by over 6%, reaching a peak increase of more than 6% earlier [1] - Lam Research Corporation (LRCX.US) rose by over 4.7%, while Applied Materials (AMAT.US) saw a 3% increase [1] - ASML (ASML.US) experienced an increase of over 1% and reached a historical high [1]