$阿斯麦(ASML)_老虎社区_美港股上老虎 - 老虎社区

鹿鼎公韦小宝

$阿斯麦(ASML)$ 正股全清了，反手卖了5张下周650的put。这公司财报老是磨叽，稳妥起见先收点权利金再说

阿斯麦订单不及预期！芯片股还要跌多久？

阿斯麦Q1新增订单锐减45%，远不及预期，维持全年销售指引不变。英伟达、AMD一度重挫10%，收盘时跌幅收窄。阿斯麦CEO表示，近期关税增加了宏观环境的不确定性，形势还将持续一段时间；人工智能仍然是行业的主要增长动力。【芯片行业面临关税威胁和市场AI需求担忧，你是看多or看空？接下来你会怎么操作？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

寂寞的演奏家
04-16
寂寞的演奏家
炸了

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":424735805878280,"tweetId":"424735805878280","gmtCreate":1744731243643,"gmtModify":1744731245561,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"authorIdStr":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":128,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿斯麦订单不及预期！芯片股还要跌多久？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"阿斯麦Q1新增订单锐减45%，远不及预期，维持全年销售指引不变。英伟达、AMD一度重挫10%，收盘时跌幅收窄。阿斯麦CEO表示，近期关税增加了宏观环境的不确定性，形势还将持续一段时间；人工智能仍然是行业的主要增长动力。【芯片行业面临关税威胁和市场AI需求担忧，你是看多or看空？接下来你会怎么操作？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 正股全清了，反手卖了5张下周650的put。这公司财报老是磨叽，稳妥起见先收点权利金再说</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 正股全清了，反手卖了5张下周650的put。这公司财报老是磨叽，稳妥起见先收点权利金再说</p></body></html>","text":"$阿斯麦(ASML)$ 正股全清了，反手卖了5张下周650的put。这公司财报老是磨叽，稳妥起见先收点权利金再说","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/424735805878280","repostId":0,"isVote":1,"tweetType":1,"viewCount":960,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":92,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":425051565981888,"commentId":"425051565981888","gmtCreate":1744782228981,"gmtModify":1744782232856,"authorId":3495002759494258,"author":{"id":3495002759494258,"idStr":"3495002759494258","authorId":3495002759494258,"name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.23","exceedPercentage":"93.48%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":424735805878280,"objectIdStr":"424735805878280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"炸了<p><br></p>","text":"炸了<p><br></p>","html":"炸了<p><br></p>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/424735805878280"}