EPISODE · Jul 15, 2026 · 6 MIN
AI需要が牽引、だが中国リスクも露呈 | 2026年7月15日 / ASML Holding N.V. / 2026年第2四半期決算
from Nakajima Quant Desk - Japanese
ASML Holding N.V.が2026年第2四半期決算を発表。 📊 売上高93億2600万ユーロ、EPS7.59ユーロ、前年同期比+28.6% 📈 通期売上ガイダンスを430億〜450億ユーロへ上方修正 ⚠️ 一方で中国向け売上は前年同期比-22.3%、営業キャッシュフローも上半期でマイナスに転落 メモリ半導体向け売上は前年比+53.2%とAI投資の恩恵を鮮明に映す一方、地政学リスクと運転資本の圧迫という構造的課題も浮上。 強さと弱さを両論併記で徹底解説します。 ▶️ YouTube本編動画: https://youtu.be/WJ3lx6Z8mt8
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AI需要が牽引、だが中国リスクも露呈 | 2026年7月15日 / ASML Holding N.V. / 2026年第2四半期決算
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