ASML - 人工智能前景强劲，上调晶圆厂设备（WFE）预测，客户数据点向好；重申 “买入” 评级

9 October 2025 | 8:31AM BST Equity Research ASML Holding (ASML.AS): Robust AI picture, positively revised WFE forecasts and strengthening customer data points; reiterate Buy We continue to see ASML as a clear beneficiary of improved leading-edge Logic/Memory demand from AI as illustrated by recent commentary from the AI ecosystem. Notably, data points have inflected positively in four out of six of the categories in our Europe Semicap tracker. Moreover, our US semis team positively revised its growth expect ...