$阿斯麦(ASML)_老虎社区_美港股上老虎

草凡借箭

04-15

$阿斯麦(ASML)$AI 推理阶段对 HBM 的需求正在爆发式增长，远超市场预期。这不是替代逻辑芯片的 EUV 需求，而是"增量叠加"——AI 数据中心同时需要更多算力芯片（逻辑）和更多 HBM（内存）

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新财报季来袭！银行股、半导体打头阵，看好哪家表现？

本周将开启公布新一季财报，继续银行股打头阵。银行股财报后，周二花旗涨逾3%，摩根大通跌0.6%，富国银行一度大跌7%。周三、周四ASML、台积电等半导体公司也将发布财报。【大家看好哪家公司表现？现在你的操作策略是？】

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。

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