anurak phraisan We previously covered ASML Holding N.V.(NASDAQ:ASML) (OTCPK:ASMLF) in April 2024, discussing why it remained a long-term winner as we entered the next cloud super cycle, thanks to the insatiable demand for generative AI SaaS and Nvidia's (NVDA) double-digit growth. Despite the growing bookings and multi-year backlog, we had also encouraged readers to wait for a moderate retracement for an improved margin of safety, preferably at its previous trading range of between $770s and $880s. Since th ...

The latest trading session saw ASML (ASML) ending at $1,050.74, denoting a -1% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a loss of 0.25% for the day. Elsewhere, the Dow gained 0.77%, while the tech-heavy Nasdaq lost 0.79%. The equipment supplier to semiconductor makers's shares have seen an increase of 15.08% over the last month, surpassing the Computer and Technology sector's gain of 8.85% and the S&P 500's gain of 3.59%. The investment community will be pa ...

Wall Street loves coming up with cute little phrases, whether that be “FANG” or the more recent Magnificent 7. However, Thornburg portfolio manager Nicholas Anderson would like investors to be familiar with a new concept: targeting the best Fantastic 5 stocks for potentially blistering upside. Focused on European mega-capitalization plays, these five enterprises have delivered market-beating performance recently. We’re talking about companies with a market value exceeding $200 billion. Yet even with this tr ...

Today, we will explore three artificial intelligence (AI) stocks challenging Nvidia (NASDAQ:NVDA), each poised with distinct strengths and growth potential for investors. With its cutting-edge GPUs and AI hardware, Nvidia has become the dominant force in the AI space. As a result, NVDA shares are up over 150% year-to- date (YTD). According to the latest McKinsey Global Survey on AI, 65% of organizations have embraced generative AI, nearly doubling adoption rates in the past ten months. As the AI ecosystem e ...

文章核心观点 - 半导体行业正经历周期性下滑,ASML的股价在2022-2024年间受到影响 [1][2] - ASML是目前唯一能生产极紫外(EUV)光刻机的公司,这种技术对制造更小尺寸芯片至关重要 [5][6][10] - ASML在2024年第一季度的收入和订单数据低于分析师预期,但公司表示这是行业复苏过程中的过渡期 [13][14][15] - 公司预计2024年下半年业绩将大幅改善,但能否实现全年指引存在不确定性 [24][25] - ASML面临一些潜在风险,包括地缘政治风险、供应链风险等 [26][27][28][29][30][31][32] - 从估值角度来看,ASML目前估值较高,但如果2025年业绩反弹,股价仍有较大上涨空间 [34][35][36][38] 行业总结 - 半导体行业正经历周期性下滑,2021年增速达峰后逐步下降 [1][2] - 行业下滑导致ASML销售增长放缓,但预计2024年下半年将出现反弹 [2][24] - 行业复苏进程中存在不确定性,ASML能否实现全年指引存在风险 [25] 公司总结 - ASML是目前唯一能生产EUV光刻机的公司,这种技术对制造更小尺寸芯片至关重要 [5][6][10] - 公司2024年第一季度收入和订单数据低于预期,但管理层表示这是过渡期 [13][14][15] - 公司面临一些潜在风险,包括地缘政治风险、供应链风险等 [26][27][28][29][30][31][32] - 从估值角度来看,ASML目前估值较高,但如果2025年业绩反弹,股价仍有较大上涨空间 [34][35][36][38]

文章核心观点 - 股票拆分只是一个表面的举动,不会改变公司的价值和基本面 [1] - 但股票拆分可能会增加公司股票的需求,因为更多投资者能以较低的价格购买 [2] - 超微计算机(Supermicro)和ASML控股可能会考虑拆分股票,因为它们在人工智能(AI)领域扮演着关键角色 [3] 超微计算机 - 超微计算机股价在过去一年内已经增长了3倍,达到每股760美元,但仍比52周高点低34% [4] - 公司从未进行过股票拆分,因为2022年底股价约为80美元,但由于AI服务器解决方案需求旺盛,股价在18个月内增长了858% [5] - 公司第三季度收入增长了3倍至38.5亿美元,调整后净收益同比增长了4倍至每股6.65美元 [7] - 公司预计第四季度收入将达到53亿美元,调整后每股收益将达到8.02美元,同比增长超过一倍 [8] - AI服务器市场未来5年预计年增长26%,从2023年的120亿美元增长到2029年的500亿美元 [9][10] - 公司增长速度超过了AI服务器市场,表明其在该领域的地位不断提高 [11] - 公司目前股价仅为前瞻市盈率21倍,低于纳斯达克100指数的28倍 [11] ASML控股 - ASML控股上一次进行股票拆分是在2007年10月,自那以来股价已经上涨了2250% [13][14] - ASML生产的极紫外(EUV)光刻机能让半导体制造商生产出更先进的芯片,满足AI日益增长的需求 [15] - 公司一季度末订单量达到390亿欧元,高于2024年全年预计收入296亿美元 [16][17] - 公司预计下半年收入增长将加速,并将在今年开始交付新机型,帮助客户制造先进的AI芯片 [18] - 预计到2032年,AI芯片市场将以年38%的速度增长,ASML将继续受益于此 [19] - 即使不进行股票拆分,ASML的长期前景也表明其仍有更多上涨空间 [20]

Nvidia's stock split is history, but investors should keep their eyes on these three AI stocks. If you've been wanting to buy Nvidia at a cheaper price, you now have the opportunity. The tech giant conducted a 10-for-1 stock split after the market close on June 7, 2024. Nvidia's share price is the lowest it's been in years. Which AI leaders could have monster stock splits on the way after Nvidia? Here are two top candidates and one definite pick. 1. Broadcom In one sense, Broadcom (AVGO 1.43%) has never spl ...

The company's new High NA EUV system is set to fuel its results moving forward. Semiconductor equipment manufacturing is a notoriously lumpy business. The companies in this line of business, such as ASML (ASML -2.30%), make the intricate (and expensive) machinery that creates various semiconductor chips, such as Nvidia's graphic processing units (GPUs). The demand for their services varies from year to year, making investing a bit of a cyclical guessing game. For ASML, analysts forecast the company will see ...

ASML's stock is hovering around $1,000 per share. Stock splits are back in vogue. After several years with hardly any stock splits on the market, big companies now seem to be eager to reverse course. Nvidia (NVDA -0.09%), for example, just became the fifth of the "Magnificent Seven" stocks to split its shares in less than four years, announcing a 10-for-1 stock split that's set to go into effect on June 7. Nvidia shares are up roughly 20% since the announcement, benefiting from a strong earnings report, and ...

Despite sticky price pressures in the eurozone, the European Central Bank (ECB) delivered a widely expected interest rate cut in its June meeting, helping drive regional equities to record highs. Headline inflation in the eurozone increased to 2.6% in May from April’s reading of 2.4%. Concurrently, ECB staff expect inflation to remain at 2.5% for 2024, up from an earlier projection of 2.3%. However, the ECB shrugged off sticky inflation and began its interest rate-trimming cycle ahead of the Federal Reserve ...