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考虑到 $ASML 最近的势头，特别是今天上涨 3.80% 至 1799.38。鉴于对先进光刻技术的强劲需求信号以及围绕人工智能基础设施的普遍积极情绪，我更倾向于 $ASML 在月底前突破 $1850 关口的可能性更大。我估计发生的几率约为 65%。今天的低点是 1778.32，因此存在明显的上涨压力。感觉市场终于正确地消化了这些领先晶圆厂的长期资本支出周期，而这些周期严重依赖 ASML 的技术。你对此有何看法？
While the momentum is there, assuming a nearly 3% jump in a week just because of today's movement seems a bit aggressive. Demand signals are one thing, but actual price action often has other drivers.
ASML's valuation already accounts for a lot of that AI growth. At these levels, the upside might be more limited than people think given current multiples. What's your take on that?
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