公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ：本文编译自Yahoo，谢谢。 美国众议院委员会表示，半导体行业正在推动中国半导体行业的发展并支持其军方，引发了进一步出 口管制的担忧，随后包括应用材料公司和阿斯麦控股公司在内的半导体公司股价下跌。 美 国 众 议 院 中 国 问 题 小 组 周 二 援 引 应 用 材 料 公 司 （ Applied Materials ） 、 ASML 、 TEL （ Tokyo Electron Ltd.）、科磊公司（KLA Corp.）和泛林集团（Lam Research Corp.）的销售数据称，"通 过向中国国有企业和关联企业出售设备，获得了巨额回报"。目前尚无任何工具制造商违反美国、荷 兰或日本法律的指控。 ASML 发言人拒绝置评。TEL、应用材料、KLA 和 Lam Research 的代表尚未回应置评请求。 周三，ASML在阿姆斯特丹股价一度下跌7.1%，创下自7月以来的最大盘中跌幅，随后有所收复。 https://finance.yahoo.com/news/asml-shares-fall-us-house-083143843.html *免责声明： ...

Group 1 - ASML's second-quarter orders reached €5.5 billion (approximately $6.4 billion), exceeding analysts' expectations of €4.8 billion [1] - CEO Christophe Fouquet remains cautious about the market outlook for 2026, highlighting the need to monitor macroeconomic fluctuations and geopolitical risks [1] - ASML's exclusive EUV lithography technology is crucial for the production of high-end AI chips, which are essential components of global AI infrastructure [1] Group 2 - ASML expects third-quarter net sales to be between €7.4 billion and €7.9 billion, with an anticipated annual revenue growth of 15% year-over-year [2] - Supply chain challenges persist, with Intel delaying European factory construction and Samsung experiencing its first profit decline in 2023 due to a drop in AI chip market share [2] - ASML's stock is trading at $800, down approximately 25% from its 2023 peak, as the company seeks to balance short-term market fluctuations with long-term technological advantages amid the AI revolution and geopolitical changes [2]