$阿斯麦(ASML)_老虎社区_美港股上老虎

$阿斯麦(ASML)$ 阿斯麦这波业绩低于预期不代表会一直低于预期，半导体整体需求是非常强劲的，现在是阶段性调整，优质芯片股已具备更高的安全边际，等到成交量回升就能快速反弹。

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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