$阿斯麦(ASML)_老虎社区_美港股上老虎

$阿斯麦(ASML)$ ASML是半导体行业“卖铲人”角色的终极体现。其业绩与行业资本开支周期高度绑定，但独特的技术垄断地位使其周期性弱于其他环节。在我看来，只要全球数字化和AI发展的趋势不变，对其尖端设备的需求就是长期而确定的。

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