ASML Holding(US:ASML) 智通财经网·2026-01-16 13:38Group 1 - Morgan Stanley has issued a bullish report recommending investors to buy ASML stock, citing a potential upside of up to 70% in the most optimistic scenario due to increased capital expenditures by chip manufacturers to meet soaring demand in the AI sector [1] - ASML's stock has risen 25% year-to-date in 2026, and analysts express increased optimism following TSMC's demonstration of sustained AI spending [1] - The target price for ASML is set at €1400 in the baseline scenario, with a bullish scenario predicting a rise to €2000 per share, making it the second highest target price among Wall Street brokers [1] Group 2 - TSMC's better-than-expected outlook has reignited market optimism regarding AI spending, and a long-awaited trade agreement between the US and Taiwan will provide $500 billion in financing for Taiwanese semiconductor companies [2] - Rising memory chip prices are expected to encourage memory manufacturers to expand capacity, thereby increasing demand for ASML's equipment [2] - ASML's sales to Chinese chip manufacturers continue to exceed expectations, further supporting the demand for its advanced chip manufacturing equipment [2]