阿斯麦ASML技术故障,提前带崩英伟达的AI芯片阵营? episode artwork

EPISODE · Oct 16, 2024 · 6 MIN

阿斯麦ASML技术故障,提前带崩英伟达的AI芯片阵营?

from 左兜进右兜

我们的合作伙伴,一家海外券商,为新用户开户和老用户转户带来了超级福利活动!🌟如果您对港美股开户感兴趣,请加V:Right_pocket0906,我们监督他们给听众们服务好。让我们一起在投资的道路上,越走越远,收益满满!💰🌈荷兰半导体设备巨头提前带来坏消息,ASML因为“技术故障”导致错误地提前发布财报,本来计划是10月16日发布,也不知道是哪个家伙,以为穿越了一天,在10月15日盘前发布了出来,尽管该季营收优于预期,但订单量只有市场预期的一半,同时还下调了2025年业绩展望。华尔街的空头们一直等待的2025年指引方向,财报公布后,阿斯麦(ASML) 股价大跌16.26%,跌至每股730.43美元。正好赶在了财报季窗口。ASML的利空消息引发了连锁反应,台积电ADR (TSM-US)股价收低2.64%,跌至每股187.13美元;英伟达(NVDA-US)股价重挫4.69%,跌至每股131.60美元。二级市场是敏感的,实际从产业端传导,是不会这么快的。主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文,模型技术研报,模型交易日志,欢迎加入我的知识付费圈子,《图说市场美股圈》在小宇宙查看该单集文稿

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阿斯麦ASML技术故障,提前带崩英伟达的AI芯片阵营?

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