文章核心观点 - 半导体行业受多个长期趋势驱动，包括人工智能（AI）、边缘计算和电动汽车的发展，这些趋势都涉及半导体组件[1] - ASML作为半导体行业的关键供应商，尽管面临短期挑战，但长期前景依然光明[7][13][15] 行业趋势 - 半导体行业预计到2030年销售额将达到1万亿美元，2025年全球半导体销售额可能达到近7000亿美元，相比2024年的6270亿美元有所增长[10] - 到2030年，芯片可能包含1万亿个晶体管，远超当前的2000亿个晶体管[11] 公司表现 - ASML的股价在2024年下跌了6%[2] - 公司预计2025年全年销售额将在300亿至350亿欧元之间，低于之前承诺的“非常显著的增长”[4] - 2024年全年收入预计为280亿欧元，仅略高于2023年的276亿欧元[8] - 公司预计到2030年，年销售额将达到440亿至600亿欧元[9] 公司优势 - ASML是半导体行业光刻工具的主要供应商，拥有极端紫外线（EUV）光刻设备的垄断地位，这对于制造高密度晶体管的芯片至关重要[7][12] - 随着AI和其他长期趋势的发展，ASML有望在未来几年内实现显著增长[13][14][19] 投资建议 - ASML的市盈率（P/E）在2024年有所下降，显示出更具吸引力的估值[14][17] - 公司提供约1%的股息收益率，为投资者提供被动收入[6] - 尽管短期内面临宏观经济和地缘政治因素的挑战，但长期来看，ASML具有显著的上行潜力[3][9][13]

The stock market is not the same as it was 20 or 30 years ago when every asset class and product was isolated in its own price action and narrative. However, today’s market is very different, as everything is connected, from bonds to basic materials and commodities. In this way, stocks and exchange-traded funds (ETFs) and their correlations become all the more important for investors to keep track of in their portfolios and idea-generation processes. This is why today’s price action between growth and value ...

As in 2023, investors were once again captivated by the potential of artificial intelligence (AI) in 2024. But not every stock has benefited. Sure, Nvidia and Broadcom have had great years, but not every AI beneficiary was as fortunate.Why would that be? For one, many traders look at results in the here and now. So, if a company had a near-term slip-up or a slowdown, their stocks were likely punished -- even if AI should provide a long-term tailwind for their business.The following three examples were lagga ...

ASML (ASML -1.28%) is known as a leader in the semiconductor industry. The company is the only maker of extreme ultraviolet (EUV) lithography machines are critical to the chipmaking process.However, that competitive advantage hasn't helped the stock much this year. While peers like Taiwan Semiconductor Manufacturing have soared this year, ASML has gotten left behind in the artificial intelligence (AI) boom. Year to date through Dec. 16, the stock is down 5%, badly underperforming the S&P 500 and the broader ...

The artificial intelligence (AI) revolution represents a fundamental transformation that may be unprecedented in human history. This technological shift promises to reshape how society operates and create value across every sector of the economy. To this point, a research report by PwC Global projects AI's total economic impact will reach $15.7 trillion by 2030, with $6.6 trillion coming from productivity gains and $9.1 trillion from consumption effects.How can investors capitalize on this powerful trend? T ...

NEW YORK, Dec. 19, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of ASML Holding N.V. (NASDAQ: ASML).Shareholders who purchased shares of ASML during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/asml-holding-n-v-loss-submission-form/?id=117275&from=4CLASS PERIOD: January 24, 2024 t ...

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 ...

核心观点 - 特朗普政府在2025年将更加强调“美国优先”和“美国制造”政策，特别是在半导体行业，可能会对台湾和中国大陆的半导体公司施加更严格的贸易限制和关税[1][2][6] 台湾半导体制造公司 (TSM) - 台湾半导体制造公司 (TSM) 是全球人工智能 (AI) 芯片的主要生产商，为美国多家顶级半导体公司如苹果、高通、英伟达、AMD、博通和Marvell提供芯片，占据了AI芯片市场的垄断地位[3] - TSM 的主要收入来源是美国，约占其总收入的65%，而中国仅占10%至12%[4] - 如果特朗普对台湾制造的芯片征收10%的关税，将增加AI芯片的成本，但台湾央行行长对此表示怀疑[4] - TSM 正在亚利桑那州建设晶圆厂，并计划从CHIPS法案中获得70亿美元的资金，但特朗普反对向外国公司提供资金在美国建厂，因此这笔资金可能被撤销或暂停[6] 中国对台湾的威胁 - 台湾半导体制造公司 (TSM) 生产了全球90%的最先进计算机芯片，中国控制台湾将对全球构成重大威胁[5] - 中国国家主席习近平公开表示希望将台湾重新纳入中国控制，中国政府认为台湾是其领土的一部分，而台湾则声明自己不是[5] - 美国中央情报局局长威廉·伯恩斯在2024年2月2日表示，习近平已命令军队为2027年入侵台湾做准备，但分析师对此表示怀疑，特别是在特朗普的第二个任期内[5] ASML公司 - ASML 是生产计算机芯片所需的光刻机的关键公司，特别是极紫外光 (EUV) 光刻机，用于制造CPU、GPU和ASIC[7] - 荷兰政府与美国立场一致，认为中国是一个威胁，因此限制了ASML向中国出口最先进的EUV光刻机[7] - 美国在三年内第三次加强了半导体设备出口管制，限制了向140家中国公司出口，ASML表示这将影响其DUV光刻机在中国的销售，但预计长期影响有限[8] - ASML 预计来自中国的销售额将占总销售额的20%，但这一比例已从2024年的50%下降[8]

Semiconductor supplier ASML Holding N.V. ASML is embroiled in a high-stakes securities fraud lawsuit that has investors buzzing.What Happened: After its stock took a staggering 15% nosedive in October and continued to slide, shareholders are gearing up for a courtroom showdown with the company and its senior executives.The Dutch lithography giant, renowned for powering global chipmakers, downplayed the impact of new export controls and promised a rosy recovery in sales. Reality hit hard when ASML's October ...

Which of these semiconductor bellwethers is a better buy?ASML (ASML 0.53%) and Applied Materials (AMAT 0.04%) are two of the world's largest semiconductor equipment makers. ASML is the world's leading producer of lithography systems, which are used to optically etch circuit patterns onto silicon wafers. It's the only supplier of high-end extreme ultraviolet (EUV) lithography systems which are used to manufacture the world's smallest, densest, and most power-efficient chips.Applied Materials provides a wider ...