10/16/2024, 06:38 PM UTC
华尔街早餐：意外波动Wall Street Breakfast: Surprise Jitters
1. 全球芯片股在ASML下调2025年预测并公布低于预期的订单后，市值蒸发超过4200亿美元。2. ASML首席执行官表示，尽管人工智能发展稳健，但其他市场部门恢复较慢。3. 由于美国和荷兰的出口限制，ASML来自中国的收入预计将大幅下降。1. Chip stocks globally have lost over $420 billion in value after ASML lowered its 2025 forecasts and revealed lower orders than expected. 2. ASML's CEO mentioned that while AI development remains robust, other market segments are taking longer to recover. 3. ASML's revenue from China is expected to drop significantly due to U.S. and Dutch export restrictions.
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