$阿斯麦(ASML)_老虎社区_美港股上老虎

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？】

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":425351121072352,"tweetId":"425351121072352","gmtCreate":1744875553924,"gmtModify":1744875555918,"author":{"id":10000000000010480,"idStr":"10000000000010479","authorId":10000000000010480,"authorIdStr":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":42,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿斯麦绩后大跌！芯片股行情到头了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 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。</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 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。</body></html>","text":"$阿斯麦(ASML)$ 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。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/425351121072352","repostId":0,"isVote":1,"tweetType":1,"viewCount":1022,"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":154,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/425351121072352"}