来源：智通财经 10月15日，阿斯麦发布2025年第三季度财报：第三季度净销售额为75亿欧元，毛利率51.6%，净利润21 亿欧元；第三季度净新增订单54亿欧元，其中36亿欧元为极紫外光刻系统。 阿斯麦预计公司第四季度净销售额将在92亿至98亿欧元之间，毛利率介于51%-53%；预计2025全年净销 售额较2024年增长约15%，全年毛利率约52%，并预计2026年总销售额不会低于2025年水平。 | (Figures in millions of euros unless | Q2 2025 | Q3 2025 | | --- | --- | --- | | otherwise indicated) | | | | Total net sales | 7,692 | 7,516 | | .. of which Installed Base Management | 2,096 | 1,962 | | sales1 | | | | New lithography systems sold (units) | 67 | 66 | | Used lithography systems sold (units) | ...

Group 1 - ASML will become the largest shareholder of French AI startup Mistral AI, investing €1.3 billion (approximately $1.5 billion) in a funding round of €1.7 billion (about $2 billion) to strengthen European tech sovereignty [1] - Mistral's pre-money valuation in the latest Series C funding round is €10 billion (approximately $11.7 billion), making it the highest-valued AI company in Europe post-funding [1] - Mistral is seen as a leading player in the French and European AI sector, competing with major US tech companies like OpenAI and Alphabet's Google [1] Group 2 - ASML's lithography equipment is crucial for advanced chip manufacturing, and the company utilizes AI to enhance the efficiency of its devices [2] - Mistral previously received investment from Nvidia and had a valuation exceeding $6 billion after its Series B funding round [2] - Mistral was founded in 2023 by former DeepMind and Meta researchers, and it is reportedly in discussions to raise $1 billion at a valuation of $10 billion [3]