ASML Holding(ASML)

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美股异动 | 芯片概念股普涨 英伟达(NVDA.US)逆市跌超1%
智通财经网· 2025-10-06 14:26
智通财经APP获悉,周一,芯片概念股普涨,截至发稿,费城半导体指数上涨3.7%,AMD(AMD.US)暴 涨超25%,该公司与人工智能巨头OpenAI达成了一项战略合作协议。根据协议,OpenAI将在未来数年 内部署总计6吉瓦(GW)的AMD GPU算力。美光科技(MU.US)涨超2.8%,戴尔(DELL.US)涨超3%,台积 电(TSM.US)涨超4.6%,阿斯麦(ASML.US)、博通(AVGO.US)涨超1%;英伟达(NVDA.US)逆市跌超 1%。 ...
美股芯片股走高,费城半导体指数上涨4.3%
Mei Ri Jing Ji Xin Wen· 2025-10-06 13:53
每经AI快讯,10月6日,美股芯片股走高,费城半导体指数上涨4.3%,美光科技涨超6%,台积电涨超 4%,应用材料涨超3%,英特尔涨超2%,阿斯麦、博通涨超1%。但是英伟达下跌超1%。 ...
Bruno Le Maire no longer advising ASML, company says
Yahoo Finance· 2025-10-06 08:33
By Nathan Vifflin (Reuters) -France's former finance minister Bruno Le Maire is no longer an advisor at ASML, a spokesperson for the Dutch chip equipment maker told Reuters on Monday. Le Maire, who was poised to become defence minister in the latest French government that collapsed just hours after being appointed on Sunday, had been named as a special advisor to ASML's executive board in 2024. During his time with the company, Le Maire had advised its executives on investments to reinforce Europe's chi ...
Bruno Le Maire no longer advisor at ASML, company says
Reuters· 2025-10-06 08:33
Group 1 - Former French finance minister Bruno Le Maire is no longer an advisor at ASML [1]
Think It's Too Late to Buy ASML Holding (ASML) Stock? Here's the 1 Reason Why There's Still Time.
The Motley Fool· 2025-10-05 08:34
What would you say to average annual gains topping 27%?Looking for an impressive growth stock? Well, consider ASML Holding (ASML 0.17%). It's averaged annual gains of 27.6% over the past decade, enough to turn a $3,000 investment into more than $34,000.After such torrid growth, you might wonder if the stock is now way overvalued. I'm happy to report that it doesn't appear to be. Its recent forward-looking price-to-earnings (P/E) ratio of 32 is a bit below its five-year average of 34.But should you invest in ...
3 Tech Stocks Perfect for Gen Xers to Add to Their Portfolios
Yahoo Finance· 2025-10-04 12:10
Core Insights - The stock market is a significant wealth creator, yet many Americans are not participating, with only 62% of adults owning stocks [2] - Baby boomers dominate stock ownership, holding 54% of shares, while Gen Xers and Millennials hold only 21.9% and 8.5%, respectively [2][3] Company Summaries Meta Platforms - Meta Platforms is the leading social media company with 3.48 billion monthly active users across its platforms [5] - The company generates revenue primarily through targeted advertising and shares a near-duopoly in digital ads with Alphabet's Google [5] - Meta is enhancing its AI algorithms for better ad targeting and expanding its Reels feature to compete with TikTok [6] - Analysts project a CAGR of 16% for revenue and 13% for EPS from 2024 to 2027, driven by user base expansion and improved ad efficiency [7] - The stock is considered reasonably valued at 25 times next year's earnings, indicating potential for growth [7] ASML - ASML is the largest producer of lithography systems essential for chip manufacturing, used by major foundries like TSMC, Samsung, and Intel [8] - The company is the sole producer of extreme ultraviolet (EUV) systems, critical for creating the smallest and most efficient chips [8] CrowdStrike - CrowdStrike offers cloud-native cybersecurity services, which are expected to replace traditional on-site appliances [9]
"A.I. Fifteen:" AVGO "Hidden" Giant, ASML "Monopoly," Rise in Software & Energy
Youtube· 2025-10-03 17:00
It's time to spotlight the future of AI and discuss the AI trade. Joining us now is Shai Balure, the chief market strategist of Futurum Equities. Shai, thanks for being with us today.You know, first we're going to talk about Futurum's AI5. You know, can you tell us first what the AI-15 is and what the process is for picking out who makes the list. Yeah, I mean first I want to say thank you for having me on and I think that the future of AI5 began three months ago where we wanted to create a list that was go ...
2025年Q3半导体与AI行业季度投资报告:算力驱动下的确定性与长期价值锚定
Sou Hu Cai Jing· 2025-10-03 10:29
Group 1: Core Insights - The semiconductor and AI industries are experiencing a "triple resonance" of accelerated technological iteration, upgraded demand structure, and increased capital expenditure as of Q3 2025 [2] - The investment logic has shifted from "supply constraints" to "demand stratification," with a focus on AI chip iteration and geopolitical policies in the short term, while long-term investments should target companies with "technical barriers and demand resilience" [2] Group 2: Semiconductor Sector - ASML dominates the high-end lithography market, reporting Q2 revenue of €7.69 billion (up 23% YoY) and a gross margin of 53.7% [3] - TSMC's Q2 net profit reached NT$398.3 billion (up 61% YoY), with a revised revenue growth forecast of 30% for 2025 [4] - SK Hynix's Q2 revenue was 22.23 trillion KRW (up 35% YoY), benefiting from strong HBM demand [5][6] Group 3: AI Sector - Major cloud providers are projected to spend over $360 billion on capital expenditures in 2025, a 45% increase from 2024, with 70% allocated to AI servers and data centers [7] - The demand for inference computing is expected to surge, with NVIDIA's CEO stating that AI computing requirements are 100 to 1000 times greater than traditional chatbots [7] - Palantir's AIP platform is facilitating cross-domain collaboration, with Q3 revenue guidance of $1.083 to $1.087 billion (up 50% YoY) [9] Group 4: Future Outlook - NVIDIA's 2030 strategy focuses on AI factories, with annual global AI infrastructure spending expected to reach $3-4 trillion [11] - Broadcom aims for $120 billion in AI revenue by 2030, emphasizing customized AI solutions [12] - Oracle targets $144 billion in OCI revenue by 2030, with a focus on AI cloud infrastructure and inference market dominance [13] Group 5: Investment Strategy - The investment strategy suggests a "pyramid accumulation" approach for semiconductor leaders and a "reverse pyramid selling" strategy to secure profits [14][15]
2 Top Tech Stocks to Buy in October
Yahoo Finance· 2025-10-03 08:05
TSMC will release its Q3 results on Oct. 16. It has guided for $32.4 billion in revenue at the midpoint of its guidance range. That would be a 39% increase from the same period last year, when TSMC reported a 36% spike in its top line. However, there is a possibility of the company exceeding its own guidance range, considering that AI data centers are running short of capacity, which is likely to spur greater investment in setting up servers.According to market research firm TechNavio, the market for AI chi ...
Chipmakers add $200 billion in global rally
The Economic Times· 2025-10-03 00:26
The sector is being swept up by a wave of good news from AI companies, including ChatGPT-owner The bullishness has pushed the combined market capitalisation of the Philadelphia Stock Exchange Semiconductor Index and a gauge tracking Asia chip stocks up by just over $200 billion in the latest session, according to Bloomberg.Korean chip stocks were among the biggest gainers on Thursday, surging on the OpenAI deal and sending the Kospi Index to a record high. Shares of SK Hynix jumped 10%, while Samsung Elect ...