ASML Holding(ASML)

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ASML: The US$378 Million Machines That Make Modern Life Possible
The Smart Investor· 2025-10-02 09:30
Every smartphone in your pocket, every car with advanced electronics, and every server that powers the internet relies on one company’s machines. That company is ASML Holdings (NASDAQ: ASML). Despite playing such a critical role in the semiconductor industry, ASML remains an unfamiliar name to many. These machines, each costing as much as US$378 million, are indispensable.Let’s look at how they function and why a relatively unknown Dutch firm holds such an outsized influence over the future of technology.Th ...
欧洲芯片类股普涨,ASML和ASMI股价涨幅均超4%
Mei Ri Jing Ji Xin Wen· 2025-10-02 07:19
(文章来源:每日经济新闻) 每经AI快讯,10月2日,欧洲芯片类股普涨,ASML和ASMI股价涨幅均超4%。 ...
大逆转!特朗普,输了!
Sou Hu Cai Jing· 2025-10-02 01:14
美股大逆转 10月1日晚间,尽管有美国政府"关门"的利空消息,美股三大指数盘前一度走低,但正式开盘之后,竟然发生了大逆转,低开高走,全部转涨! 道指上涨,标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后,美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振,医疗保健板块上 涨,股市收窄跌幅,未再触及盘中低点。 花旗美国股票交易策略主管斯图尔特·凯泽认为,关门目前对股市的伤害并不显著。"要让它真正影响股市,关门必须持续一段时间,并且你需 要看到相当规模的裁员,或者债市出现某些状况以外溢到股市。" 美国政府关门正威胁着联储决策所需的关键经济数据出现"断档"。尽管劳工统计局(BLS)的非农就业数据很可能被推迟,交易员本周已获得 部分就业市场快照。周二公布的JOLTS职位空缺报告显示,对劳动力的需求正在放缓。 周三的ADP报告显示,9月美国企业就业意外下降,这与过去一个月的其他数据显示劳动力市场正在放缓相一致。相应地,交易员加码押注今年 还将再降息两次。开盘后公布的数据还显示,美国9月制造业活动连续第七个月萎缩——但市场对此反应不大。 不过,投资者仍担心政府关门会持续多长时间,以及联储将因此失去 ...
Deutsche Bank and Mizuho Raise Price Target on ASML Holding N.V. (ASML)
Yahoo Finance· 2025-10-01 23:39
With significant upside potential, ASML Holding N.V. (NASDAQ:ASML) secures a spot on our list of the 13 Best Quality Stocks to Buy According to Hedge Funds. Deutsche Bank and Mizuho Raise Price Target on ASML Holding N.V. (ASML) Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. On September 30, 2025, with a Buy rating, Deutsche Bank increased its price target for A ...
美股异动|阿斯麦五日连涨3.63%人工智能投资助推股价新高点
Xin Lang Cai Jing· 2025-10-01 22:48
近期,阿斯麦积极投身人工智能领域,宣布对法国初创公司Mistral AI进行重大投资,金额高达13亿欧 元。这一举措不仅展示了阿斯麦在扩展科技领域的决心,也被认为是欧洲科技整合走向力量的开端。阿 斯麦的战略顾问强调,欧洲如果能够团结一致,有望在未来成为AI领域的强国,以应对中美的技术挑 战。然而,他也指出,美国科技行业正在经历泡沫风险,可能在未来几个月破灭。 来源:市场资讯 (来源:美股情报站) 10月1日, 阿斯麦在股市中表现抢眼,收盘上涨3.63%,实现连续五天上涨,近五日累计涨幅达到 5.95%。盘中股价更是触及新的高点,这一表现让投资者对未来充满期待。 在公司的长期增长规划中,阿斯麦再度强调了其积极的市场前景。预计随着半导体需求的持续增长,到 2030年全球销售额将超过1万亿美元。阿斯麦计划通过增加股息和股票回购来将更多收益返还给股东, 以保持投资者信心。同时,公司也在押注于人工智能驱动的市场潜力,预计未来数年内销售额将稳定增 长。 另外,阿斯麦近期加强了对资本市场的重视,期待通过设立更大的投资资金池来推进技术发展,以此抗 衡全球竞争。然而,面对当前的市场环境,投资者需谨慎对待科技股的估值泡沫,并关注 ...
美股半导体股持续走强
Ge Long Hui A P P· 2025-10-01 14:54
格隆汇10月1日|美光科技涨超5%,续创历史新高,应用材料、Arm涨超3%,阿斯麦、台积电涨超 2%,英伟达转涨。 ...
ASML Has Fans Ahead of Earnings. 2 Reasons to Believe in the Stock.
Barrons· 2025-10-01 13:08
ASML stock has gained more than 30% in the past month. UBS analysts see grounds for the rally to continue. ...
IWAPS 2025 | 第九届国际先进光刻技术研讨会日程公布
半导体行业观察· 2025-10-01 00:32
第第九九届届国国际际先先进进光光刻刻技技术术研研讨讨会会 (( IIWWAAPPSS 22002255 )) --IIWWAAPPSS 22002255-- 第九届国际先进光刻技术研讨会(IWAPS)将于10月14-15日在深圳隆重举行!本次研 讨会由中国集成电路创新联盟、中国光学学会主办,中国科学院微电子研究所、深圳市半导 体与集成电路产业联盟(深芯盟)、南京诚芯集成电路技术研究院有限公司联合承办,诚邀 全球业界精英共赴这场光刻技术领域的学术盛宴! 国际先进光刻技术研讨会(IWAPS),依托中国创新沃土,搭建全球交流平台。在国内 外光刻专家的鼎力支持下,在全球企业、高校、协会等的共同推动下,IWAPS持续构建覆盖 光刻设备、工艺制程、计量检测、掩模材料、计算光刻、系统协同优化及新型技术等全产业 链的尖端技术对话平台。 本届盛会特别依托深芯盟的产业集群优势,汇聚深圳及湾区半导体企业、高校与科研机 构的协同力量;同时联动湾芯展的产业生态资源,为全球领军企业提供展示创新蓝图的舞 台,为科研院所搭建核心技术攻关的交流通道,为青年学者创造技术思辨的活跃氛围,更为 投资机构提供洞察粤港澳大湾区半导体机遇的前瞻窗口。 第 ...
US stocks close higher as government shutdown looms, plus the winners & losers of Q3 2025
Youtube· 2025-09-30 21:28
Market Overview - The major U.S. stock indices finished higher, with the Dow up approximately 90 points, the S&P 500 increasing by about 0.4%, and the NASDAQ gaining around 0.3% [1] - September ended positively, marking a solid conclusion to Q3, despite concerns over a potential U.S. government shutdown [2][3] Economic Context - Analysts suggest that the likelihood of a government shutdown is high, which could impact the release of key economic data, including jobs reports [2][10] - Despite these risks, the market appears to be focusing on growth and productivity, seemingly ignoring potential negative impacts from a shutdown [10] Earnings and Corporate Performance - Expectations for corporate earnings growth are optimistic, with projections of 7% to 10% growth for the year, driven by productivity and favorable pricing conditions [13][16] - Companies are investing heavily in capital expenditures (capex), which may lead to lower returns of capital to investors in the near term [16][17] Sector Performance - The technology sector and communication services outperformed, with notable performances from companies like Alphabet and Tesla, which saw increases of 14.2% and 33.2% respectively in September [20][24] - The S&P 500, NASDAQ Composite, and NASDAQ 100 experienced their best September since 2010 and the best Q3 since 2020 [21] Nike's Financial Results - Nike reported revenue of $11.72 billion, exceeding Wall Street's expectations of $11.02 billion, marking a 1% increase year-over-year [32] - The company faced challenges with higher inventory levels and a gross margin decrease of 320 basis points to 42.2%, attributed to lower average selling prices and increased tariffs [35][36] - Nike's wholesale revenue increased by approximately 7%, while direct-to-consumer sales declined by about 4% to 4.5 billion [33] Competitive Landscape - The sportswear market has become increasingly competitive, with Nike losing some market share to newer brands and established competitors like Adidas and New Balance [46] - Analysts believe that Nike's strong brand presence and upcoming major sporting events, such as the Olympics and the World Cup, could provide significant promotional opportunities [41][42] Valuation Insights - Analysts consider Nike to be undervalued, with a fair value estimate of $104 per share, suggesting potential for growth as the company navigates its turnaround strategy [48][49]
ASML Holding N.V. (NASDAQ:ASML) Stock Update and Future Outlook
Financial Modeling Prep· 2025-09-30 19:04
Core Viewpoint - ASML Holding N.V. is a leading player in the semiconductor industry, with strong stock performance and positive earnings expectations, supported by Deutsche Bank's upgraded price target [1][5]. Group 1: Stock Performance - ASML's stock closed at $962.61, reflecting a 1.17% increase from the previous session, outperforming major indices like the S&P 500, Dow, and Nasdaq [2]. - Over the past month, ASML's stock surged by 28.13%, significantly exceeding the Computer and Technology sector's 7.4% gain and the S&P 500's 2.87% increase [2][5]. - Currently trading at approximately $973.93, ASML's stock has fluctuated between a low of $966.23 and a high of $975.64 during the day [4]. Group 2: Earnings Expectations - ASML's upcoming earnings report is anticipated on October 15, 2025, with expected earnings of $6.36 per share, indicating a year-over-year growth of 9.66% [3]. - Revenue is projected to reach $8.81 billion, reflecting a 7.34% increase compared to the same quarter last year, suggesting continued strong performance [3][5]. Group 3: Analyst Ratings - Deutsche Bank reaffirmed its "Buy" rating for ASML, increasing the price target from EUR 700 to EUR 900, indicating strong confidence in the company's future performance [1][5].