$阿斯麦(ASML)_老虎社区_美港股上老虎

$阿斯麦(ASML)$ 半导体行业是长线看好的技术风口。订单数据有时受周期波动影响，当前的下跌可能更多属于短期市场情绪波动。随着全球需求逐步回暖，技术壁垒和资本开支增加将进一步支撑半导体企业的基本面，不必过分恐慌。

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？】

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