10/30/2024, 06:24 PM UTC
ASML：这是利用看跌情绪的关键时刻（评级上调）ASML: This Is A Key Moment To Capitalize On Bearish Sentiment (Rating Upgrade)
1. 由于2025年展望疲软，ASML目前被低估，对于能够接受半导体行业周期的中短期价值投资者来说，这是一个强烈的买入信号。2. 尽管由于销售预测下调和地缘政治风险导致情绪减弱，但ASML的增长前景仍然强劲，因为其EUV技术具有垄断地位。3. ASML的估值指标，包括EV/销售额比率低于其五年平均水平的19%，显示出显著的上涨潜力，预计企业价值在12个月内将增长30%。1. ASML is currently undervalued due to a weaker 2025 outlook and is a Strong Buy for medium-term value investors comfortable with semiconductor industry cycles. 2. Despite reduced sentiment from a downward revision in sales forecasts and geopolitical risks, ASML's growth prospects remain robust due to its EUV technology monopoly. 3. ASML's valuation metrics, including an EV-to-sales ratio 19% below its five-year average, indicate significant upside potential, with an expected enterprise value increase of 30% in 12 months.
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