ASML：4Q25 业绩前瞻：产能是否会受限？

on 26-Jan-2026 EU Semiconductors ASML Holding NV Rating ASML 4Q25 earnings preview: Will there be capacity constraint? ASML will soon report earnings on Wednesday 28th of January. We preview here with the latest data points and buy side expectations. We believe results are likely to beat, but order strength is more important. Import data suggests ASML could report EUR 9.7Bn in revenue, vs Cons 9.5Bn. Of note: strong import from China at EUR 3.27Bn in Q4, the highest level on record. However, it's more impor ...