财务数据和关键指标变化 - 总净销售额为62亿欧元,略高于指引 [11] - 系统净销售额为48亿欧元,其中15亿欧元来自EUV,33亿欧元来自非EUV [11] - 毛利率为51.5%,高于指引,主要由于更多浸没式系统 [13] - 研发费用为11亿欧元,略高于指引,销售及一般管理费用为2.77亿欧元,略低于指引 [13] - 净利润为16亿欧元,占总净销售额的25.3%,每股收益为4.01欧元 [13] - 现金、现金等价物和短期投资为50亿欧元,自由现金流为3.86亿欧元,有所改善 [14][15] 各条业务线数据和关键指标变化 - 逻辑业务占系统净销售额的54%,存储业务占46% [11] - 安装基础管理销售额为14.8亿欧元,略高于指引 [12] 各个市场数据和关键指标变化 - 订单净额为56亿欧元,其中25亿欧元来自EUV,31亿欧元来自非EUV [16] - 逻辑业务占订单净额的73%,存储业务占27% [16] - 截至第二季度末,订单总额约为390亿欧元 [16] 公司战略和发展方向及行业竞争 - 公司正在为未来需求做好准备,包括产能扩张和技术投入 [29][32][33] - 2025年有望成为公司的强劲增长年,受益于行业周期性复苏、新工厂建设以及关键应用领域的持续增长 [31][32] - 公司将在11月的投资者日更新2025年和2030年的市场情景 [33] 管理层对经营环境和未来前景的评论 - 宏观不确定性仍存在,但整体半导体行业水平继续改善,趋向更健康的水平 [21] - 预计2024年全年收入与去年相当,下半年强于上半年 [22] - AI驱动了行业复苏和增长的大部分,其他终端市场分部的复苏可能滞后 [22][23][31] 其他重要信息 - 第三季度预计总净销售额为67-73亿欧元,毛利率为50-51% [17][18] - 预计2024年全年实际税率为16-17% [19] - 公司将派发第一季度中期股息为每股1.52欧元 [20] - 公司在第二季度回购了10.6万股,总金额为0.96亿欧元 [20] 问答环节重要的提问和回答 问题1 **Krish Sankar 提问** 询问第二季度EUV订单中是否包含2纳米节点订单,以及High NA订单情况 [36] **Roger Dassen 回答** 73%的订单来自逻辑业务,可以合理推测包含2纳米节点订单,但没有High NA订单 [37][39] 问题2 **Alexander Duval 提问** 询问AI是如何推动公司业务的恢复和增长的 [44] **Christophe Fouquet 回答** AI正在推动逻辑和存储业务的需求增长,包括对高带宽存储器和数据中心处理的需求 [46] 问题3 **Stephane Houri 提问** 询问公司是否正在扩大产能,尤其是High NA产能 [61] **Roger Dassen 回答** 公司正在全面扩大产能,包括EUV和High NA,以满足未来需求 [62][64]

Key TakeawaysNvidia, ASML, and other chip stocks tumbled Wednesday following reports of potential government moves that could negatively impact the sector.The Biden Administration is reportedly considering tightening restrictions on exports of semiconductor equipment to China.Separately, former President Donald Trump said in an interview with Bloomberg Businessweek that Taiwan should pay the U.S. for defense, raising concerns about how geopolitical tensions could affect the chip industry. Nvidia (NVDA), Qua ...

Geopolitical risks outweigh solid results.Semiconductor equipment manufacturer ASML (ASML -11.44%) reported a better-than-expected quarter, but the results were overshadowed by increasing geopolitical concerns.Shares of the Dutch tech company traded down 10% as of 10:30 ET on reports the United States is considering tighter restrictions on tech sales to China.Strong quarter, tough questionsASML makes the machines that make semiconductor chips, providing the technology that makes tech trends including artifi ...

Dutch chip production equipment giant ASML (NASDAQ:ASML) and shares of all chipmakers are being dragged down today on a warning about President Joe Biden and his administration’s new export restrictions to China. Geopolitical tensions are also hurting chip stocks after Republican candidate former President Donald Trump said that Taiwan should pay for the U.S. defense of its island.ASML stock is down 10% as of this writing at $959 per share and a market capitalization below $400 billion. However, shares are ...

Loading...Loading...U.S. stock futures were lower this morning, with the Nasdaq futures falling around 300 points on Wednesday.Shares of ASML Holding N.V.  ASML fell in today's pre-market trading following the release of second-quarter results.The Dutch company reported a second-quarter net income of 1.6 billion euros ($1.75 billion) on revenues of 6.2 billion euros ($6.77 billion), surpassing analysts' expectations of 1.41 billion euros on revenue of 6.04 billion euros, Reuters reported on Wednesday. The n ...

ToplineShares of ASML—Europe’s most valuable tech company and maker of the world’s most advanced chip-making machines—slumped more than 6% early Wednesday following reports that President Joe Biden may be mulling even harsher trade restrictions to further limit China’s ability to manufacture powerful semiconductors.ASML stocks tanked on Wednesday amid reports of more curbs on sales to China.NurPhoto via Getty Images Key FactsAccording to Bloomberg, the Biden administration has floated the idea of using an e ...

Stocks in the AI industry have seen huge gains in recent years. A recent report by PWC estimated the sector could contribute up to $15.7 trillion to global gross domestic product. The three stocks below show the most promise based on their accomplishments and expected product launches in the AI industry.  As investors look to benefit from the rising popularity of AI, these three stocks have emerged as potentially the most lucrative AI stocks to buy now. They are at the forefront of the AI revolution, each m ...

净销售额和净利润 - ASML公司2024年第二季度净销售额为62.43亿欧元，较上年同期增长7.9%[3] - 2024年第二季度净利润为15.78亿欧元，同比增长24.9%[8] - ASML公司2024年第二季度净利润为15.78亿欧元，同比增长24.9%[36] - ASML公司2024年第二季度净利润为15.77亿欧元，同比增长25.3%[40] 每股基本净收益 - 每股基本净收益为4.01欧元，同比增长24.4%[9] 毛利率和销售光刻系统数量 - 2024年第二季度毛利率为51.5%，较上年同期略有提高[13] - ASML公司2024年第二季度销售的光刻系统数量为100台，同比减少13%[13] - ASML公司2024年第二季度销售的光刻系统数量为100台，同比减少30%[40] 现金及现金等价物 - 公司2024年第二季度现金及现金等价物为48.14亿欧元，较上季度减少23.6%[31] - ASML公司2024年第二季度现金及现金等价物为48.14亿欧元，较上一季度减少290.7亿欧元[60] 研发费用 - 2024年第二季度研发费用为11.01亿欧元，同比增长4.9%[35] 总资产和总负债 - ASML公司2024年第二季度总资产为407.41亿欧元，较上一季度增长169.9亿欧元[47] - ASML公司2024年第二季度总负债为260.3亿欧元，较上一季度减少19.7亿欧元[51] 未来展望 - 公司预计2024年下半年将继续行业复苏[63] - 公司计划增加和改善产能，继续投资于产能和技术[63] - 公司预计2024年第三季度的业绩表现将强劲[63]

文章核心观点 - ASML公司第二季度业绩和销售额超过预期,体现了对其制造先进芯片所需机器的需求正在复苏 [2] - ASML是全球最重要的半导体公司之一,生产极紫外(EUV)光刻机,这是制造最先进芯片所必需的设备 [3] - ASML预计2024年将是"过渡"年,半导体行业将在经历2023年的艰难后开始复苏 [4] - ASML面临地缘政治挑战,受美国施压,荷兰政府去年出台限制先进半导体设备出口的措施,这将影响其在中国10%-15%的销售 [5] 财务数据总结 - 第二季度净销售额为62.4亿欧元,超过预期的60.3亿欧元 [2] - 第二季度净利润为15.8亿欧元,超过预期的14.3亿欧元 [2] - ASML此前预测第二季度净销售额为57亿欧元至62亿欧元之间 [2] - 受半导体股票全面上涨的推动,ASML股价今年已上涨44% [5]

ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 second-quarter results. Q2 total net sales of €6.2 billion, gross margin of 51.5%, net income of €1.6 billionQuarterly net bookings in Q2 of €5.6 billion2 of which €2.5 billion is EUVASML expects Q3 2024 total net sales betwe ...