01/27/2025, 12:30 AM UTC
ASML：不再沉沦于困境之中ASML: It's No Longer Dead In The Water
1、ASML维持了11月份的低点；2、人工智能计算辩论激烈；3、台积电的资本支出展望和人工智能收入预测积极；4、特朗普总统与Stargate的伙伴关系是积极的步骤；5、ASML投资者应利用复苏机会。1. ASML has held onto its November lows; 2. The AI compute debate is intense; 3. TSMC's CapEx outlook and AI revenue projections are positive; 4. President Trump's partnership with Stargate is a positive step; 5. ASML investors should capitalize on the recovery.
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