02/13/2025, 11:55 AM UTC
现在为何全仓买入ASML:我的投资理由ASML: Why I Am Going All-In Now
1、ASML因半导体生产中光刻系统需求激增,预计将迎来多年的增长;2、第四季度利润超过预期,销售额达到93亿欧元,毛利润为47.9亿欧元;3、公司预计2025年将因超大规模数据中心和数据中心对AI工作负载所需的芯片需求而实现持续增长,预计销售额将达到300-350亿欧元。1. ASML is set for multi-year growth due to high demand for lithography systems in semiconductor production; 2. Q4 profits exceeded estimates with €9.3 billion in sales and €4.79 billion in gross profits; 3. The company expects sustained growth in 2025 driven by hyperscalers and data centers needing microchips for AI workloads, with sales projected at €30-35 billion.---
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