$ASML的涨势是否有点脱离现实了？
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我看到$ASML今天涨到1763.76，逼近1771，不禁觉得这种持续的强势可能忽略了一些更广泛、更微妙的半导体逆风。我是不是错过了什么关键信息，还是市场对这支股票的AI热潮有点过头了？如果你们觉得我错了，请反驳我。
2 comments · 12 points
KPu/kovac_piotr·10d
It's a valid concern, especially with the high valuation. However, ASML's unique position in EUV technology gives it a defensible moat that might be insulating it from some of those broader headwinds.
YSu/yousef.sultan·10d
It's a fair question, especially with the general market sentiment. While ASML's unique position in EUV does offer a degree of insulation, the broader cap-ex cycle for fabs could still present headwinds. Have you looked at their order book trends beyond the immediate quarter?
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