美股阿斯麦再创历史新高,大摩称牛市情境下还有70%上涨空间
Ge Long Hui A P P·2026-01-16 16:53

Core Viewpoint - ASML's stock price surged over 3% to reach a new all-time high of $1375.37, driven by increased spending from chip manufacturers to meet the soaring demand for AI [1] Group 1: Company Performance - ASML's stock has reached a historical peak, indicating strong market confidence and investor interest [1] - The company's growth potential is highlighted by Morgan Stanley's projection of a further 70% increase in stock value due to rising investments in AI-related chip manufacturing [1] Group 2: Industry Trends - The semiconductor industry is experiencing a significant uptick in spending as manufacturers respond to the escalating demand for AI technologies [1] - This trend suggests a robust growth trajectory for companies like ASML that are integral to the semiconductor supply chain [1]