阿斯麦上调2026年业绩指引并启动大规模股票回购

Core Insights - ASML plans to pay an interim dividend of €1.60 per share on February 18, 2026, as part of its 2025 full-year dividend increase plan [2] - The company has announced a new share buyback program worth up to €12 billion, which will be executed until December 31, 2028, with the option to suspend, modify, or terminate at any time [2] - ASML has raised its full-year sales guidance for 2026, expecting a range between €34 billion and €39 billion, while maintaining a gross margin of 51% to 53% [2] - Starting in 2026, ASML will no longer disclose order data in its quarterly reports, as the company believes this metric does not accurately reflect business momentum [2] - The company emphasizes that its business will benefit from the continued growth in AI-related demand [2]