ASML Holding (NASDAQ:ASML) is one of the best stocks for the next decade. On December 10, Citi analyst Andrew Gardiner raised the firm’s price target on ASML to EUR 1,200 from EUR 1,050, while keeping a Buy rating on the shares. As part of its 2026 outlook for the European semiconductor equipment sector, Citi suggested that AI-driven demand will act as a primary catalyst for healthy industry growth. The firm anticipates that this structural tailwind will generate strong momentum for positive earnings revis ...

每经AI快讯，12月30日，费城半导体指数小幅高开，现涨0.4%，阿斯麦涨1.6%，美光科技涨1.1%，台 积电涨1%。 ...

格隆汇12月30日｜费城半导体指数小幅高开，现涨0.4%，阿斯麦涨1.6%，美光科技涨1.1%，台积电涨 1%。 ...

中国芯片产业这几年走得真稳，尤其是中端，28纳米工艺已经玩得转转的，不光能自产，还能把价格压 下来卖出去。本来国际上这级别芯片一颗卖2500美元，大家都这么定着价，谁也不想先动。 可中芯国际直接甩出1500美元的价位，差不多六折，这得益于产业链从头到尾都国产化了。原材料采购 稳了，生产效率上去了，产量一爬升，成本自然就摊薄。 2024年底，这消息一出，亚洲市场那边订单就刷刷来，韩国三星和台湾台积电虽然强，但他们眼睛盯着 高端，没工夫在中端纠缠，中国正好捡了个空子。这不是一时冲动，而是战略性布局，先在中端站稳脚 跟，抢占份额，再图高端。 谁知道这步棋一走，欧美就坐不住了，阿斯麦的股价直接跌了16%，市值缩水不是闹着玩的。作为光刻 机老大，全球九成市场在它手里，这损失得心疼。 欧美企业不是没理由慌，他们依赖中国市场大得很，新能源汽车芯片这块儿，欧洲预计2027年市场能到 176亿美元，可要是销量上不去，全是空话。中国这边新能源汽车2024年卖了1286.6万辆，自给率目标 2025年冲70%，对外国芯片依赖越来越小。 中端发力 欧美震动 结果，美国商务部2024年12月2日又加了140个中国实体到管制清单，包括设 ...

Market Analysis by covering: Intel Corporation, ASML Holding NV, Micron Technology Inc, Taiwan Semiconductor Manufacturing. Read 's Market Analysis on Investing.com ...

Core Insights - The Artisan Value Fund's third-quarter 2025 performance was influenced by a strong equity market rally, driven by robust corporate earnings, increased AI investment, and favorable US fiscal policies and interest rates [1] Fund Performance - The fund's Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90% respectively in Q3 2025, underperforming the Russell 1000 Value Index which returned 5.33% [1] Company Highlight: ASML Holding N.V. - ASML Holding N.V. is a key stock highlighted by the Artisan Value Fund, specializing in lithography solutions for advanced semiconductor equipment [2] - ASML's one-month return was -1.40%, but it experienced a significant 54.10% gain over the last 52 weeks, closing at $1,072.75 per share with a market capitalization of $404.44 billion on December 26, 2025 [2] Investment Strategy - The Artisan Value Fund made three new purchases in Q2 2025, including ASML, which became top contributors to returns in Q3 [3] - The semiconductor and semiconductor equipment sectors were identified as areas of significant pressure at the beginning of the year, presenting attractive long-term buying opportunities for value investors [3]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

I bought some great gifts for loved ones this season, but buying ASML stock will be a gift to myself.Unlike chefs, who can prepare savory meals without precisely measuring ingredients, pastry chefs require exactness when crafting their sweet treats. Just a little too much of one ingredient -- or not enough of another -- can be the difference between pastry perfection and dessert disaster.Similarly, the companies that manufacture the sophisticated semiconductors capable of handling artificial intelligence (A ...

24 December 2025 Global Semiconductor Capital Equipment China WFE Import Tracker (Nov 2025): YTD YoY +6% Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Carmine Milano +44 20 7762 1857 carmine.milano@bernsteinsg.com We track monthly Wafer Fabrication Equipment (WFE) i ...

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