阿斯麦 ASML:AI Capex加buff,最坏时期已过
36氪·2025-10-15 19:46
5、阿斯麦(ASML)业绩指引:2025年第四季度预期收入92- 98亿欧元(市场预期92.1亿欧元)和毛利率(GAAP)为51-53%(市场预期50.6%)。 | (in EUR €1 million) | | | | | ASML (ASML.O) 3Q25 Financial Performance | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 3Q23A | 4Q23A | 1Q24A | 2Q24A | 3Q24A | 4Q24A | 1Q25A | 2Q25A | 3025A | Consensus | A VS Cons | | Overview | Total Revenue | 6673 | 7237 | 5290 | 6243 | 7467 | 9263 | 7742 | 7692 | 7516 | 7708.4 | -2.50% | | | VOV | 15.596 | 12.6% | -21.696 | -9.6% | 77:99 ...