03/21/2025, 07:43 AM UTC
ASML：垄断地位和低估值预示着买入良机ASML: Cheap With A Monopoly Spells Buy Now
1、ASML作为供应链的先行者，其EUV技术需求增加；2、ASML对EUV技术的垄断地位，随着AI芯片需求的增长，使其长期收益强劲；3、尽管向中国的DUV设备出货量下降，但ASML的EUV销售额正在增长，2025年第一季度销售前景乐观。1. ASML is at the forefront of the supply chain with increasing demand for its EUV technology; 2. ASML's monopoly on EUV technology positions it for strong long-term gains with rising AI chip demand; 3. ASML's EUV sales are growing despite declines in DUV equipment shipments to China, with a positive outlook for 1Q25 sales.---
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