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文章核心观点 - ASML是半导体供应链中最关键的公司之一,其光刻设备对于生产人工智能应用所需的高性能芯片至关重要 [1] - ASML拥有大量与机器学习、人工智能和数据科学相关的专利,这表明其可能即将在这些领域取得突破性创新 [2] - ASML的业务增长强劲,过去10年年均增长超过18%,这表明其不是一个投机性资产,而是有实际业务扩张支撑 [4] - 尽管今年ASML的增长预计将趋于平缓,但预计未来几年其增长率将重新回到两位数,这主要得益于宏观经济环境的改善和中国贸易壁垒的解除 [5] 公司概况 - ASML是一家总部位于荷兰的公司,其技术受专利保护,拥有垄断性优势 [2] - 公司是先进光刻设备(包括深紫外和极紫外系统)的领先供应商,其技术对于生产人工智能应用所需的高性能芯片至关重要 [2] - 公司近期的专利申请活跃度显著增加,这表明其可能即将在人工智能、机器学习和数据科学领域取得突破性创新 [2] 财务和估值 - ASML过去10年的财务增长强劲,年均增长超过18%,其中7年实现两位数增长 [4] - 公司拥有48%的净资产收益率,显示其是一家高毛利和运营效率高的企业 [5] - 尽管今年增长预计趋于平缓,但预计未来几年其增长率将重新回到两位数,这主要得益于宏观经济环境的改善和中国贸易壁垒的解除 [5] - 目前公司股价处于合理估值区间,未来有25%的上涨空间 [5] 风险因素 - 公司超过半数收入来自台湾和中国,地缘政治局势的不确定性可能对其业务造成影响 [7] - 但考虑到半导体芯片在各类电子设备中的重要性,各国都不希望进一步扰乱供应链,因此这一风险可能已经被市场消化 [7]

ASML (ASML) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this equipment supplier to semiconductor makers have returned -0.7%, compared to the Zacks S&P 500 composite's +1.8% change. During this period, the Zacks Semiconductor Equipment - Wafer Fabrication industry, which ASML falls in, has gained 0.3%. The key question now is: What ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about ASML (ASML) .ASML currently has an average brokerage recommendati ...

文章核心观点 - 芯片制造设备供应商ASML可能会很快拆分股票,但也有迹象表明可能需要更长时间 [1][2] - 股票拆分是一个简单的会计操作,不会改变公司的总价值,也不会为现有股东增加价值 [3][4] - 股票拆分可以使股票更加便宜,从而更容易被更广泛的潜在投资者购买 [4] - ASML过去曾多次进行股票拆分,最近一次是在2000年 [7] - 公司当前的业务前景支持即将进行股票拆分 [8][9][10] - 但公司的现金管理策略却不太积极,可能会推迟股票拆分 [11][12][13][14] 行业分析 - 受到经济不确定性和芯片库存过剩的影响,ASML的客户暂时放缓了产能扩张 [8] - 但随着库存问题的改善和人工智能市场的持续推动,ASML的高端设备需求将上升 [9][10] - 公司面临地缘政治风险,因为其约一半收入来自中国市场,受到贸易限制的影响 [12] 公司分析 - ASML的股价在过去5年里已经超过4倍,但2022年出现了大幅下跌 [5][6] - 公司的估值指标非常高,可能需要先提升财务基础再进行股票拆分 [13][14] - 尽管短期内面临一些挑战,但ASML作为半导体和人工智能市场的重要参与者,长期前景仍然看好 [16]

ASML and Meta Platforms could split their high-flying shares soon.Several of the market's hottest artificial intelligence (AI) companies -- including Nvidia, Broadcom, and Super Micro Computer -- all split their stocks or announced their plans to do so over the past year. Those events didn't actually make their high-flying stocks fundamentally cheaper, since they simply split their existing shares into smaller slices, but they still attracted a lot of attention from retail investors who wanted to buy entire ...

The EUV lithography maker reported solid earnings, but general fears over the extended AI trade brought it down.Shares of key semiconductor equipment supplier ASML Holdings (ASML 4.12%) fell 11.8% in July, according to data from S&P Global Market Intelligence.ASML makes extreme ultraviolet lithography (EUV) machines crucial to making cutting-edge semiconductors for artificial intelligence (AI) applications. So expectations were high heading into the month, with ASML up about 40% on the year heading into Jul ...

While the idea of betting on a strong enterprise in the hopes that it will rise even higher is a valid one, arguably most investors prefer the opposite concept: finding undervalued stocks – especially those that Wall Street may be ignoring – that have a chance of shocking everyone.It’s a riskier approach, to be sure. When betting on a strong enterprise, you’re typically dealing with a robust business that enjoys a predictable revenue stream. When looking at undervalued stocks, the business itself may be str ...

Colin Anderson Productions pty ltd/DigitalVision via Getty Images We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in June 2024, discussing why we had maintained our Buy rating despite the stock's premium valuations and stock prices. Given that generative AI remained in the early innings of hypergrowth, with multiple semiconductor and server companies guiding robust numbers and intensifying capex to capture the booming AI market, we had believed that the lithography equipment company ...

The chip equipment maker could be excluded from new export restrictions.Shares of ASML Holdings (ASML 7.38%), the world's largest provider of semiconductor manufacturing equipment, were moving higher today. They were buoyed by an analyst upgrade last night, news that it could be excluded from U.S. chip export restrictions on China, and a broad surge in chip stocks, following a strong earnings report from Advanced Micro Devices.As of 10:18 a.m. ET on Wednesday, the stock was up 7.4%. ASML bounces backJuly ha ...