阿斯麦一季度没什么毛_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
2024-04-17

阿斯麦一季度没什么毛病，管理层早就说了2024年是过渡年，也明确说了全年营收与2023持平，不知道市场为什么看到新增订单不及预期就暴跌？
只能说之前股价涨了太多，稍有风吹早动就容易暴跌吧？
一季报中还有个数据令人意外，就是中国贡献了49%的收入，这个比例比之前禁售先进光刻机前还要高。
真是牛大了，中国现在是阿斯麦、日本东京电子的超级大客户，贡献的比例都接近50%，不知道老美怎么让盟友坚定对华脱钩？$阿斯麦(ASML)$

# 芯片股实现4连涨！AMD绩前能否上车？

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