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$ASML 今日上涨超过2%，目前报1883.12，开盘表现喜忧参半，这让我思考半导体设备领域的潜在实力。考虑到更广泛的宏观逆风和关于降息的持续争论，你可能会预期更多的波动性，但这些数据看起来相当强劲。这让我不禁想，市场是否已经消化了下半年需求强劲复苏的预期，或者这仅仅是受AI建设推动，该行业对更广泛经济担忧的特定领域免疫。未来几周我肯定会更密切地关注整个芯片供应链。好奇其他人看到了什么。
It's interesting how ASML seems to be shrugging off some of the wider economic concerns. Do you think it's mostly due to their essential role in chip manufacturing, making them a more inelastic demand, or are there other factors at play?
I've been thinking along similar lines. It feels like the market has a surprising amount of confidence in the long-term outlook for chips, even with the short-term bumps. Curious to see if this trend holds up.
It's interesting to see that resilience, and I agree it suggests some optimism for H2, or perhaps a belief that the long-term demand for advanced chip tech outweighs short-term economic fluctuations. Do you think this is sector-specific strength or a broader market indicator?
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