国海证券给予阿斯麦“买入”评级 目标价1,776美元

Core Viewpoint - Guohai Securities has assigned a "Buy" rating to ASML with a target price of $1,776.29, driven by strong EUV demand and significant order growth expected for Q4 2025 [1] Group 1 - The company is expected to see a substantial increase in orders, exceeding expectations for Q4 2025 [1] - Strong demand for EUV technology is a key driver for the company's growth [1] - The expansion of storage customers is also contributing to the anticipated growth [1] Group 2 - Projected EPS for the years 2026, 2027, and 2028 are €29.79, €37.20, and €44.68 respectively [1] - The target price of $1,776.29 is based on a 40x PE valuation of the estimated EPS for 2027 [1]