ASML-极紫外（EUV）光刻机平均售价有望上涨 60%，维持 “跑赢大盘” 评级

ASML.NA 1,600.00 EUR ASML 1,911.00 USD EU Semiconductors ASML Holding NV Rating Outperform Price Target 25 February 2026 David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com According to Reuters on 23rd of February, ASML announced that it has found a way to push EUV source power to 1,000 W, up from roughly 600 W on its latest platform, the NXE:3800E, implying that the light‑source output would go up more than 50%. At its 2024 Capital Markets Day, ASML already laid out a roadmap to reach ~1,000W EUV sourc ...