ASML ：AI 需求强劲，极紫外光刻机需求升温；重申买入
2026-01-30 03:14
29 January 2026 | 3:47AM GMT Equity Research ASML Holding (ASML.AS): Robust AI demand with rising EUV intensity ahead; reiterate Buy Exhibit 1: ASML's 4Q25 revenue was above Visible Alpha Consensus Data but EBIT of €3.4bn was slightly below consensus. The company's bookings figure in 4Q was €13.2bn, up meaningfully qoq from a strong 3Q25 order intake of €5.4bn and materially above Visible Alpha Consensus Data of €6.6bn. The company introduced its guidance for 2026 and expects revenue between €34bn to €39bn ...