ASML股价刷新记录新高，日内涨幅超5%，总市值达4750亿美元。 来源：滚动播报 ...

每经AI快讯，1月5日，ASML股价创新高，日内涨幅超5%，总市值达4750万亿美元。 ...

半导体设备巨头阿斯麦(ASML.US)再度上涨超5%，报1228.703美元再创历史新高，总市值达4750亿美 元。消息上，伯恩斯坦(Bernstein)将阿斯麦评级从"与市场表现持平"上调至"跑赢大盘"，目标价从935美 元上调至1528美元。 ...

Group 1: Market Overview - The S&P 500 has increased by 79% over the last three years, raising concerns among investors about a potential sell-off in 2026 [1] - Investing in fundamentally sound companies, even at high valuations, can be an effective long-term wealth growth strategy [1] Group 2: AI Investment Sentiment - According to The Motley Fool's 2026 AI Investor Outlook Report, 60% of respondents believe AI-focused companies will yield strong long-term results, with higher optimism among Gen Z (67%), millennials (63%), and high earners (70%) [2] Group 3: ASML - ASML is a semiconductor equipment manufacturer that uniquely produces extreme ultraviolet (EUV) lithography machines, essential for advanced chip manufacturing [4] - Demand for ASML's EUV machines is expected to grow for decades, as advanced chips require precision that general-purpose fabs cannot achieve [5] - ASML's advanced machines are critical for producing next-generation AI chips [7] Group 4: Nvidia - Nvidia remains the leader in designing graphics processing units and solutions for hyperscale data centers, despite increasing competition from companies like Broadcom and AMD [6] - Nvidia's investment thesis is strong, as it benefits from increased AI adoption across various sectors, maintaining a high net profit margin of 53% [8] Group 5: Microsoft - Microsoft provides investors with exposure to AI infrastructure and applications, complementing the growth potential in the AI sector [7]

Bernstein upgrades ASML Holding stock to Outperform from Market Perform. ...

Core Viewpoint - ASML shares experienced an 8.8% increase in the last trading session, closing at $1, driven by notable trading volume and optimism surrounding the company's performance in logic and DRAM sectors, indicating a positive medium- to long-term outlook [1] Group 1: Earnings and Revenue Expectations - ASML is expected to report quarterly earnings of $8.84 per share, reflecting a year-over-year increase of 21.1%, with revenues projected at $11.06 billion, up 11.9% from the previous year [2] - The trend in earnings estimate revisions for ASML has been slightly upward over the last 30 days, which typically correlates with stock price appreciation [3] Group 2: Market Position and Comparisons - ASML holds a Zacks Rank of 3 (Hold) and is part of the Zacks Semiconductor Equipment - Wafer Fabrication industry, where Advanced Energy Industries (AEIS) also operates [4] - AEIS has a consensus EPS estimate of $1.76 for its upcoming report, unchanged over the past month, representing a 35.4% increase year-over-year, and also holds a Zacks Rank of 3 (Hold) [5]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying INTC stock? Here’s what analysts think: Read This Next: Photo via Shutterstock ...

Philadelphia Fed President Anna Paulson said on Saturday that the central bank could be in a position to cut interest rates further if inflation eases, but indicated that any additional reductions may not come immediately. “I see inflation moderating, the labor market stabilizing, and growth coming in around 2% this year,” Paulson said. “If all of that happens, then some modest further adjustments to the funds rate would likely be appropriate later in the year.”Economic data released on Friday showed that t ...

Group 1 - ASML's stock price increased by 3.3% following an upgrade from Bernstein [1] - Bernstein raised ASML's rating from "Market Perform" to "Outperform" [1] - The target price for ASML was increased from $935 to $1,528 [1]

伯恩斯坦(Bernstein)将阿斯麦评级从"与市场表现持平"上调至"跑赢大盘"，目标价从935美元上调至1528 美元。 ...