【国海证券给予阿斯麦"买入"评级 目标价1,776美元】智通财经2月4日电，国海证券给予阿斯麦 （ASML.O）买入评级，目标价1,776.29美元，公司2025Q4订单大超预期，EUV需求强劲，逻辑与存储 客户扩产推动增长。预计2026-2028年EPS为29.79/37.20/44.68欧元，基于2027E EPS 40x PE估值，目标 价1,776.29美元。 转自：智通财经 ...

截至午间收盘，中证芯片产业指数上涨0.7%，中证云计算与大数据主题指数上涨0.5%，中证半导体材料设备主题指数下跌0.4%。Wind数据显示，截至昨 日，半导体设备ETF易方达（159558）近一个月合计净流入超27亿元。 中信证券认为，面对国内百万片级的先进产能缺口，国内晶圆厂正迎来扩产热潮，为设备市场释放出千亿美元的空间，且国产化率有望实现翻倍增长。基于 先进制程与国产化的双轮驱动，看好半导体设备的投资机遇，持续关注具备平台化能力的领军企业及高弹性细分龙头。 低费率(0.15%+0. 05%费 截至午间收盘 该指数涨跌 0.7% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 -0.4% 同标的指数中规模居第一 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 每日经济新闻 ...

该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 截至午间收盘 该指数涨跌 截至午间收盘，中证云计算与大数据主题指数下跌0.6%，中证芯片产业指数下跌2.1%，中证半导体材料设备主题指数下跌3.9%，半导体设备ETF易方达 （159558）半日净申购达2300万份。 中信证券认为，面对国内百万片级的先进产能缺口，国内晶圆厂正迎来扩产热潮，为设备市场释放出千亿美元的空间，且国产化率有望实现翻倍增长。基于 先进制程与国产化的双轮驱动，看好半导体设备的投资机遇，持续关注具备平台化能力的领军企业及高弹性细分龙头。 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 截至午间收盘 该指数涨跌 -3.9% 同标的指数中规模居第一 低费率(0.15%+0. 05%费 -2.1% 每日经济新闻 ...

Group 1 - The semiconductor equipment sector showed resilience, with the semiconductor materials and equipment index rising by 0.7% despite a broader market decline [1][4] - The index consists of 40 stocks related to semiconductor materials and equipment, focusing on the hardware foundation for future computing [4] - The overall market indices, including the cloud computing and big data theme index and the chip industry index, experienced declines of 1.4% and 0.8% respectively [1][4] Group 2 - The semiconductor materials and equipment index is part of a larger index that includes 50 companies involved in chip design, manufacturing, packaging, testing, and semiconductor production equipment [3] - The index aims to highlight key hardware segments essential for future computing developments [3]

Core Viewpoint - The article promotes a series of live broadcasts focusing on investment strategies and opportunities in various sectors, particularly in TMT (Technology, Media, and Telecommunications) and intelligent driving, highlighting the importance of expert insights in navigating the current market landscape [2][4][7]. Group 1: Live Broadcasts Schedule - The live broadcast titled "Will Intelligent Driving Boards Explode? Investment Logic Analysis" is scheduled for August 11 at 14:30, featuring guests from Beixin Ruifeng Fund [4]. - Another session on "TMT Industry Configuration Value for the Second Half of the Year" will take place on August 11 at 16:00, with participation from Jianxin Fund [7]. - A discussion on "A-shares Reach New Highs, Index Investment Strategy Interpretation" is set for August 13 at 10:00, featuring experts from Huaxia Fund [8]. - The topic "Where is the Bull Market Now?" will be addressed on August 13 at 10:30 by Hongyi Yuanfang Fund [11]. - A session on "Investment Opportunities in Specialized and Innovative Small Giants on the Sci-Tech Innovation Board" is scheduled for August 13 at 14:00, with insights from Dongfang Fund [14]. - The broadcast on "The Configuration Value of Commodity ETFs and QDII Indices" will occur on August 14 at 16:00, featuring Jianxin Fund [19]. - A session titled "Humanoid Robots: Don't Miss the Opportunity" will be held on August 8 at 15:30, with participation from Tongtai Fund [22]. Group 2: Engagement and Incentives - The article encourages audience participation through interactive sessions on the Tian Tian Fund APP, offering prizes such as Huawei headphones and JD gift cards [4]. - The broadcasts cover trending topics, aiming to attract a wide audience interested in investment strategies and market trends [4][7].