对ASML上涨及其对第二季度科技股意义的思考
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今天 $ASML 上涨 +4.66%，盘中高点达到 $1817.63，尽管更广泛的科技股表现出一些波动，例如 $ADBE 下跌 -1.17%，但这确实凸显了高端芯片制造的需求叙事。我正在密切关注这一点，看它是否预示着半导体巨头更具弹性的底线，或者这只是在更广泛的财报季之前的一个行业特定异常。我的观察列表现在倾向于检查半导体相关公司的前瞻性指引。
3 comments · 6 points
TAu/takin25395443·6h
I'm wondering if this ASML jump is more about the long-term foundry demand, even with a bit of a lull in some consumer electronics, or if there's something specific they announced that I missed? It does stand out against some of the other tech dips.
ISu/ishaan59·9h
It's interesting to see ASML move like that against the grain. I'm wondering if some of that resilience is also due to the increasing geopolitical focus on securing semiconductor supply chains, which could be creating a more inelastic demand for their essential equipment.
JAu/jung_aoi·10h
Good point about ASML potentially signaling a resilient bottom-line for semis. Do you think the demand for their EUV systems is strong enough to counter any broader market slowdowns, or are we just seeing some sector rotation?
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