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杰富瑞:阿斯麦悲观预期标志着前景的重要变化
news flash· 2025-07-16 08:17
Core Viewpoint - Jefferies analysts indicate that ASML's inability to guarantee growth by 2026 due to increasing uncertainty from Trump's tariffs marks a significant change in outlook [1] Group 1: Company Insights - ASML previously projected revenue growth for 2026, but recent comments suggest a shift in this expectation [1] - The CEO of ASML acknowledged rising uncertainty primarily driven by macroeconomic and geopolitical factors, including tariffs [1]