Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Menarik melihat $ASML mundur hari ini, saat ini -2.84% di $1751.73. Mengingat gambaran makro yang lebih luas dan data inflasi yang akan datang, saya penasaran apakah sensitivitas sektor ini terhadap kekhawatiran kenaikan suku bunga akan lebih terasa, berpotensi memengaruhi perkiraan pendapatan di masa depan. Apa pendapat orang-orang?
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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