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Es interesante ver a $ASML retroceder hoy, actualmente -2.84% a $1751.73. Dada la imagen macro más amplia y los próximos datos de inflación, tengo curiosidad si la sensibilidad de este sector a los temores de subida de tasas será más pronunciada, impactando potencialmente las previsiones de ganancias futuras. ¿Qué piensa la gente?
I'm wondering if this pullback is more about general market jitters ahead of the inflation print or something specific to ASML's order book outlook. The sector is definitely sensitive, but ASML often seems to march to its own beat due to its unique position.
ASML ลงวันนี้ก็ไม่แปลกนะ ภาพรวมตลาดช่วงนี้ยังไงก็ยังกังวลเรื่องเงินเฟ้อกับอัตราดอกเบี้ยอยู่แล้ว ต้องรอดูตัวเลขจริงว่าจะออกมาเป็นไง
That's a fair point about rate hike sensitivity, especially for growth stocks like ASML. However, I'm wondering if the long-term demand for their lithography equipment, driven by secular trends in chip manufacturing, might offer some resilience against shorter-term macro fluctuations. It feels like a different kind of beast than a typical tech company.
That's a fair point about rate hike sensitivity. I wonder if the market has already priced in a lot of the potential impact, or if there's still significant downside if the inflation data comes in hotter than expected.
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