受美国就业市场数据走弱影响，欧洲主要股指周五收跌，投资者在美联储降息预期与经济衰退风险之间 展开博弈。斯托克欧洲600指数全日震荡，最终收跌0.2%，盘中涨幅一度达0.5%，但尾盘因市场担忧情 绪升温而回吐。 美国劳工部最新数据显示，8月非农就业人数增幅远低于预期，失业率升至近两年高位。这一数据引发 市场对经济放缓的担忧，尽管部分投资者将其解读为美联储本月降息的信号，但经济衰退的阴影仍压制 了风险偏好。互换市场交易员已完全定价美联储本月降息25个基点，但大幅降息50个基点的预期并未显 著升温。 板块表现分化明显。半导体设备龙头阿斯麦股价逆势上涨1.9%，瑞银集团分析师上调其评级后，资金 流入推动股价走高。但整体市场情绪谨慎，能源、金融等周期性板块承压，反映出投资者对经济前景的 疑虑。 本周早些时候，欧洲股市曾因降息预期反弹，但斯托克600指数周线仍微跌0.2%。RBC财富管理投资策 略主管弗雷德里克·卡里耶警告，若债券市场因通胀预期升温而波动，股市可能面临回调压力。"市场对 降息的兴奋可能被通胀担忧抵消，这是当前需要密切关注的风险点。" 来源：https://www.cnu.com.cn/digital/20 ...

UBS Securities just upgraded Netherlands-based semiconductor equipment stock ASML Holding NV (NASDAQ:ASML) to "buy," with a price-target hike to €750 from €660, citing potential upside after the stock's recent underperformance. In response, the shares were last seen up 1.8% at $767, heading for their third-straight daily win. The stock has yet to make it back to pre-earnings levels after its July 16 earnings bear gap of 8.3%, while today's peak was met by overhead resistance at the 320-day moving average, w ...

Key Takeaways TSM posted Q2 2025 revenue growth of 44% and EPS growth of 61%, fueled by AI demand.ASML delivered solid Q2 results but flagged uncertainty about 2026 growth and customer spending.TSM trades at a lower earnings multiple than ASML despite higher projected earnings growth.Taiwan Semiconductor Manufacturing Company (TSM) and ASML Holding N.V. (ASML) are two powerhouses at the heart of the global semiconductor ecosystem. TSM, based in Taiwan and also known as TSMC, is the largest contract chipmake ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

对于三星来说，过去几年备受煎熬。这不但体现在其存储业务上，其寄以厚望的晶圆代工业务也举 步维艰。但随着良率的提升以及公司和特斯拉达成的新协议，这家韩国芯片巨头似乎又充满了信 心，并加大了对下一代光刻机的抢购。 据报道，三星此前已确认 Exynos 2600 将是该公司首款 2nm GAA 芯片组，而最近又有报道称这 款旗舰级 SoC 已开始量产。这家韩国晶圆代工厂的最大愿望就是最大限度地减少损失、提高良 率，以便能够大规模生产自有芯片，同时向业界证明其在芯片领域的领先地位能够与台积电相媲 美。 为了帮助公司实现目标，一份报道称，三星正在从 ASML 引进更多高数值孔径 EUV 光刻机，并 将其添加到其本地生产中。虽然这些设备价格不菲，但它应该能为公司带来必要的优势。据 Fnnews 报道，三星斥巨资购置这些设备的目的是为了在 2 纳米 GAA 制程中占据优势。 毋庸置疑，在ASML看来，High NA EUV会是未来的头等大事。在此前的二季度财报说明会 上，荷兰设备巨头也确认了一台高数值孔径EUV的收入。他们指出，虽然该项收入确认拉低 了毛利率，但总体上依然带来53.7%毛利率的强劲表现。 根据ASML在其第 ...

智通财经APP获悉，国际大行瑞银集团(UBS)向总部位于荷兰的光刻机巨头阿斯麦(ASML.US)投来最新看涨研报，维持对阿斯麦(ASML Holding NV)的"买 入"这一乐观看涨评级，同时将12个月内的目标股价由660欧元大幅上调至750欧元，强调该半导体设备巨头在经历了约高达20%的年度跑输欧股大盘幅度之 后，在SK海力士、台积电、三星以及英特尔等芯片制造巨头主导的High-NA(高数值孔径)EUV光刻机需求强劲扩张的推动之下，High-NA从最初的验证阶段 走向芯片制造端部署阶段，阿斯麦有望重回"高质量复合增长"轨道。 最新统计数据显示，阿斯麦作为芯片产业链与半导体设备行业中的最重要参与者，市值约为2900亿美元，目前的市盈率为27x，并已连续19年派发股息。在 市场对于High-NA EUV光刻机需求预期升温，以及瑞银等国际投资机构的研报所传递出的乐观看涨情绪，阿斯麦美股ADR股价截至周四美股收盘，上涨 2.25%至753.43美元，阿斯麦在欧洲股市的交易价格则上涨3.57%至647.6欧元。 瑞银集团的分析师团队认为，市场对光刻强度下降和中国市场不确定性的担忧如今已为人所熟知，这也使得投资者们能 ...

周四，阿斯麦(ASML.US)涨逾2%，报755.10美元。消息面上，阿斯麦首席执行官Christophe Fouquet周二 在新德里举行的印度半导体峰会上表示，该公司希望在未来一年深化与印度公司的合作。印度总理莫迪 希望建立可靠的本土芯片产业，并期望首批印度制造的芯片将于年底前上市，这可能为阿斯麦的设备开 辟一个新的市场。这个南亚国家正与美国、日本和中国等国一道，建设其半导体制造能力，部分原因是 为了减少对其他地区的依赖。 ...

All good things eventually come to an end, and the massive rally in Nvidia Corp. NVDA appears to be finally losing steam. The seminal semiconductor stock has rallied nearly 100% following its April lows and has basically traded flat over the last month.Even the impressive fiscal Q2 2026 earnings report released during the last week of August failed to move the stock much. Now the company is facing political pressure over its sales in China.The AI capex march rolls on, though. We've identified four stocks th ...

智通财经APP获悉，周四，阿斯麦(ASML.US)涨逾2%，报755.10美元。消息面上，阿斯麦首席执行官 Christophe Fouquet周二在新德里举行的印度半导体峰会上表示，该公司希望在未来一年深化与印度公司 的合作。印度总理莫迪希望建立可靠的本土芯片产业，并期望首批印度制造的芯片将于年底前上市，这 可能为阿斯麦的设备开辟一个新的市场。这个南亚国家正与美国、日本和中国等国一道，建设其半导体 制造能力，部分原因是为了减少对其他地区的依赖。 ...

ASML is highly cyclical, but the demand for AI chips bodes well for its future.Artificial intelligence (AI), and specifically, generative AI, has fundamentally changed the tech industry. These breakthroughs have shifted the tech economy and are on track to bring significant productivity gains.Many investors believe such a transformation is not possible without one company, and the company usually cited is Taiwan Semiconductor (TSMC). However, it would not be possible for TSMC to manufacture its most advance ...