微量德丰
04-17
$阿斯麦(ASML)$
阿斯麦订单下滑反映出全球半导体资本支出短期放缓,但这恰是布局好时机。技术迭代和行业升级不会停,下跌更多是周期性回调。一旦需求回温,涨幅将十分可观。
阿斯麦绩后大跌!芯片股行情到头了?
本周阿斯麦、台积电开启此轮半导体板块财报,阿斯麦Q2订单量超预期,但管理层警告2026年增长或无法实现,股价暴跌超8%。【大家觉得芯片股行情到头了吗?你会逢低上车阿斯麦吗?】
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