阿斯麦公布其半导体制造设备的季度订单额创下纪录，并表示预计今年销售额将实现健康增长，这表明 尽管市场担心出现泡沫，但客户为生产支撑人工智能（AI）热潮的先进制程芯片而进行的支出依然强 劲。 这家荷兰公司第四季度的新接订单额为131.6亿欧元（合158.5亿美元），高于上年同期的70.9亿欧元， 也远高于Visible Alpha汇编的分析师预测的69.5亿欧元。 阿斯麦的极紫外光刻系统（可让芯片制造商在半导体上印制最复杂叠层的高端设备）订单额达到74亿欧 元，远超Visible Alpha预测的44.1亿欧元。 查看最新行情 阿斯麦公布其半导体制造设备的季度订单额创下纪录，并表示预计今年销售额将实现健康增长，这表明 尽管市场担心出现泡沫，但客户为生产支撑人工智能（AI）热潮的先进制程芯片而进行的支出依然强 劲。 这是阿斯麦最后一次披露季度订单额。长期以来，该指标一直是投资者衡量公司业绩的首选数据，但阿 斯麦高管认为，新接订单额并不能准确反映业务发展势头，因为各季度之间可能会有很大波动。从现在 起，阿斯麦将按年度报告其总储备订单。 对于2026年，阿斯麦预计销售额将在340亿至390亿欧元之间，高于2025年的 ...

Core Insights - ASML reported a net sales of €7.5 billion for Q3 2025, with a gross margin of 51.6% and a net income of €2.1 billion [1][2] - The company secured new orders worth €5.4 billion in Q3 2025, including €3.6 billion for extreme ultraviolet lithography systems [1] - ASML anticipates Q4 2025 net sales to range between €9.2 billion and €9.8 billion, with a gross margin between 51% and 53% [1] Financial Performance - Q3 2025 total net sales were €7,516 million, a decrease from €7,692 million in Q2 2025 [2] - Gross profit for Q3 2025 was €3,880 million, resulting in a gross margin of 51.6%, down from 53.7% in Q2 2025 [2] - Net income for Q3 2025 was €2,125 million, compared to €2,290 million in Q2 2025 [2] Future Outlook - ASML projects a 15% increase in total net sales for 2025 compared to 2024, with an expected gross margin of approximately 52% [1] - The company expects total sales in 2026 to not fall below the levels of 2025 [1]

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]