阿斯麦业绩暴雷带崩了_老虎社区_美港股上老虎 - 老虎社区

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京城Z先生
2024-10-16

阿斯麦业绩暴雷带崩了半导体，带崩了美股科技，甚至AI被证伪泡沫刺破？

这纯粹是想多了，真实情况是：

阿斯麦此前有近一半的业务来自中国，而中美关系紧张，政治上直接被搞了，小弟不敢不从，因此必然低于预期。

看报道阿斯麦未来来自中国的业务可能降至20%，这家公司如果不开发新的KA客户，那未来的确不容乐观。

而芯片半导体相关行业呢？

依旧繁荣发展，但会仅限美国企业，毕竟美国只制裁竞争对手和给竞争对手提供服务的企业。

这也就合理的解释了为什么英伟达黄仁勋此前说AI业务火的不行，和阿斯麦财报结论完全相反。

黄没有撒谎，阿斯麦的财报也没问题，不冲突，各论各的。$阿斯麦(ASML)$

# 高通下跌，Arm上涨！你有押对吗？

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。

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安哥拉牛排
·2024-10-16
根据2023年的数据，ASML在各个国家和地区的业务占比大致如下：

• 中国：约占11.44% (Business Quant)
• 台湾：约占43.68% (Business Quant)
• 韩国：约占32.19% (Business Quant)
• 日本：约占1.15% (Business Quant)
• 美国：约占11.54% (Business Quant)
• 欧洲、中东和非洲：约占0% (Business Quant)
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