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ASML's Mistral investment could augur more European tech collaborations, Le Maire says
Reuters· 2025-09-30 17:40
Dutch chip-equipment maker ASML's 1.3 billion euro ($1.5 billion) investment in French startup Mistral AI could be the start of more consolidation in the fragmented European tech ecosystem, former Fre... ...
Analyst Explains Why He Likes ASML (ASML)
Yahoo Finance· 2025-09-30 12:06
We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. ASML Holding N.V. (NASDAQ:ASML) is one of the stocks analysts were recently talking about. Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a recent program on CNBC that he likes ASML because the company is expected to benefit from spending by Taiwan Semiconductor. “I like, which has had a nice run over the past couple of weeks, is ASML Holding NV (NASDAQ:ASML). Taiwan Semi is going to be the largest spend ...
小摩看好欧洲两大“差生”逆袭:“十一罗汉”与法国股市迎来布局良机
智通财经网· 2025-09-30 09:13
智通财经APP获悉,摩根大通发布市场策略报告,主要分析了过去几年欧洲投资组合中两个显著落后的 板块:欧股"十一罗汉"Granolas以及法国股市。摩根大通认为,Granolas的风险回报正在改善,法国股 市有望触底回升。 Granolas风险回报正在改善 Granolas已风光不再。Granolas(包括葛兰素史克、罗氏、阿斯麦、雀巢、诺华、诺和诺德、欧莱雅、路 威酩轩、阿斯利康、SAP和赛诺菲等11家欧洲大型公司)曾是市场的佼佼者,但自2024年初以来已显著 跑输欧洲大盘指数约25%,其市值占欧洲整体市值的比例也从去年年初的峰值27%降至20%。 摩根大通认为,法国长期债券收益率不太可能继续上涨,而且在法国政府未通过信任投票后,负面冲击 可能会暂时消退,从反向投资的角度来看,法国股市的投资机会颇具吸引力。 摩根大通表示, 尽管股价表现疲软,但Granolas盈利并未恶化。2025年该组合的每股收益增长率预计为 8%,而欧洲股市整体盈利则基本持平。因此,Granolas估值过高的问题已得到纠正,当前市盈率较过去 10年中位数有6%的折让,已回归合理水平。 摩根大通强调,不确定性仍然很高,法国可能在10月初再次 ...
《光刻巨人》:光刻机是人类工业制造的巅峰之作,它的精度相当于从地球发射一束激光,击中月球上的一个高尔夫球。
Xin Lang Cai Jing· 2025-09-30 04:18
(来源:金科之家网) 一、本书简介 本书作者瑞尼·雷吉梅克是荷兰跨界创业者与资深科技作家,曾主修化学,后转型为硅谷科技专栏作 家,创立科技媒体公司Techwatch。 他他深耕半导体行业报道二十余年,采访过ASML创始团队、核心工程师、合作伙伴等近百位关键人 物,掌握了大量一手资料。 《光刻巨人》聚焦全球光刻机巨头ASML的崛起之路。光刻机被誉为"芯片工业的皇冠明珠",其制造难 度堪比"在头发丝上雕刻万里长城"。 而ASML从飞利浦的一个"边缘小部门",起步时资金匮乏、技术落后,却在短短三十年间超越尼康、佳 能等老牌巨头,占据全球光刻机市场80%以上的份额,甚至垄断了最先进的EUV光刻机技术。 这本书不仅还原了ASML如何从"追赶者"变成"领跑者",更揭示了科技创新、企业竞争与全球产业协作 的深层逻辑。 二、主要内容 1. 光刻:芯片制造的"心脏" 1990年代,尼康凭借i-line光刻机垄断市场,ASML决定"弯道超车",研发更先进的步进式光刻机PAS 5500。当时工程师们面临镜头精度、工件台稳定性等无数难题,甚至有人断言"欧洲企业造不出比日本 更好的光刻机"。 但ASML团队用"每天工作16小时、每周工 ...
ASML Shares Rise As Mizuho Upgrades To Outperform, Lifts Price Target
Financial Modeling Prep· 2025-09-29 20:03
Company Overview - ASML Holding NV shares increased approximately 2% intra-day following an upgrade from Mizuho to Outperform from Neutral, with a new price target set at EUR 930 [1] - Mizuho anticipates ASML's earnings per share to grow by 6% year-on-year in 2026 and by 21% in 2027, driven by strong wafer fab equipment spending from TSMC, increased DRAM investments, stable demand from Intel, and consistent contributions from China [1] Industry Insights - Mizuho forecasts stronger-than-expected demand for extreme ultraviolet (EUV) lithography tools, influenced by Samsung's technology migration and capacity expansion, as well as Intel's 18A CPU production and the upcoming 14A R&D capacity rollout in late 2026 [2] - Intel's potential foundry partnerships with Apple and Nvidia are also identified as significant growth drivers for the industry [2] - The wafer fab equipment market in China is projected to grow by 13% in 2026, supported by DRAM expansion, logic advancements, and AI localization trends, with ASML's business in China expected to rise by 4% that year [3]
今夜!突发利空
Sou Hu Cai Jing· 2025-09-29 16:32
Group 1 - Technology stocks experienced a significant rise, with the Nasdaq 100 index increasing nearly 1% driven by strong performances from Nvidia, AppLovin, and Microsoft [2][3] - Gold prices reached a new high, pushing the market value of gold held by the U.S. Treasury to over $1 trillion [3] - Notable stock performances included AppLovin Corporation up by 5.80%, Micron Technology up by 4.33%, and Nvidia up by 2.36% [4] Group 2 - Market attention is focused on the upcoming non-farm payroll report to assess labor market resilience, which will influence the Federal Reserve's decisions on potential interest rate cuts [6] - There are concerns regarding a possible government shutdown, which could delay the release of important economic data, with a deadline for a spending bill approaching [6][9] - Analysts express skepticism about the impact of a government shutdown on the economy, suggesting that past shutdowns have not had lasting effects [6] Group 3 - The U.S. Labor Department announced that it will suspend all operations and economic data releases during a government shutdown, complicating the Federal Reserve's ability to justify further interest rate cuts [9] - The upcoming economic data releases, including the JOLTs report and other employment statistics, are critical as recent data has shown downward revisions and a declining job market [7]
今夜科技股上涨 但盘中有一大利空
Zhong Guo Ji Jin Bao· 2025-09-29 16:26
Group 1: Market Performance - The Nasdaq 100 index experienced a significant increase, rising nearly 1% at one point, driven by strong performances from Nvidia, AppLovin, and Microsoft [2][3] - Gold prices reached a new high, pushing the market value of gold held by the U.S. Treasury to exceed $1 trillion [3] Group 2: Company Stock Movements - AppLovin Corporation's stock rose by 5.80% to $708.68 [4] - Micron Technology's stock increased by 4.33% to $164.08 [4] - Nvidia's stock saw a rise of 2.36%, reaching $182.22 [4] - Other notable stock movements included AMD (+2.17%), ASML (+2.01%), and ARM (+1.10%) [4] Group 3: Economic Indicators and Government Actions - The market is focused on the upcoming non-farm payroll report to assess labor market resilience, with expectations of two more rate cuts by January [6][7] - Concerns about a potential government shutdown are rising, which could delay the release of important economic data [6] - The U.S. Bureau of Labor Statistics announced that it would suspend all operations and economic data releases during a government shutdown [8]
今夜!突发利空
中国基金报· 2025-09-29 16:23
Group 1 - The technology sector experienced a significant rise, with the Nasdaq 100 index increasing nearly 1% at one point, driven by strong performances from Nvidia, AppLovin, and Microsoft [2][3] - Gold prices reached a new high, pushing the market value of U.S. Treasury's gold holdings to over $1 trillion [3] - Major tech stocks such as Applovin, Micron Technology, Nvidia, and AMD saw notable gains, with Applovin up by 5.80% and Nvidia up by 2.36% [4] Group 2 - Market attention is focused on the upcoming non-farm payroll report to assess labor market resilience, which will influence the Federal Reserve's decisions on potential interest rate cuts [5] - There are concerns regarding a possible government shutdown, which could delay the release of important economic data, as Congress struggles to pass a short-term spending bill [5][6] - Analysts express uncertainty about the impact of a government shutdown on the market, noting that past shutdowns have not had lasting effects [7] Group 3 - The U.S. Bureau of Labor Statistics announced that it will suspend all operations and economic data releases during a government shutdown, complicating the Federal Reserve's ability to justify further rate cuts [9] - The upcoming Federal Reserve meeting is scheduled for October 28-29, and the lack of new government data may hinder decision-making [9]
ASML Is a Hidden Gem in This Technology Rally, a Catch Up Play
MarketBeat· 2025-09-29 15:18
ASML TodayASMLASML$970.66 +19.14 (+2.01%) 52-Week Range$578.51▼$977.48Dividend Yield0.65%P/E Ratio40.53Price Target$923.80Add to WatchlistProfessional traders and investors usually base their opportunity pipelines on a relative basis, benchmarking the fundamentals that matter most for their ideas in a way that clearly outlines the gaps to be filled, leading them to the best profit opportunities.  Within the technology sector today, there is one such outlier that most are still not aware of, though 'most' d ...
周其仁佛山最新演讲:为什么卷?市场能力严重落后于生产能力(附演讲实录)
Sou Hu Cai Jing· 2025-09-29 04:43
Core Insights - The core argument emphasizes the need for companies to not only focus on product development but also on identifying and targeting high-value customers to escape the "involution" phenomenon in the industry [1][2][13]. Group 1: Key Strategies for Companies - The first strategy is to pursue excellence in details, which involves implementing lean management to reduce waste and improve efficiency within manufacturing processes [7][8][9]. - The second strategy is to plan for long-term global expansion, encouraging companies to look beyond domestic markets and seek opportunities internationally to avoid market saturation [10][11]. - The third strategy is to strive for uniqueness in products, focusing on creating offerings that stand out in the market, which can lead to better returns due to reduced competition [11][12]. Group 2: Importance of Customer Focus - Companies must prioritize understanding customer needs and preferences, as exemplified by successful firms like Huawei and ASML, which focus on being customer-centric rather than solely supply-driven [14][16][18]. - The concept of "good customers" is highlighted, where companies should aim to sell to clients who are willing to pay premium prices for high-quality products, thus creating a sustainable business model [21][22][24]. - The narrative stresses that traditional pricing strategies must evolve, moving away from competing on low prices to emphasizing the value and profitability that high-quality products can deliver to customers [21][24]. Group 3: Case Studies and Examples - The case of ASML illustrates how targeting the best customers, such as IBM, and understanding their specific needs led to significant business success and innovation [17][19]. - The experience of companies like Weili Xin and a ceramic valve manufacturer demonstrates that focusing on challenging projects and maintaining strict payment terms can lead to growth and stability in competitive markets [29][30][31]. - The success of brands like Fotile, which competes on quality and innovation rather than price, serves as a model for how Chinese companies can elevate their market position [22][23][26].