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吃肉大口哥
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阿斯麦尔营收也不错，看这个月tsm和月末intel了，虽然现在半导体板块整体低迷，费城连跌，但我认为这个大概率是市场重新调整的一段时间，下个月antrophic上市，结合这段时间霍尔木兹海峡的混乱情况，股市估计会进入很长一段时间的调整期，就像上半年的深度调整一样，只不过上半年是去杠杆，而这半年是一场深度的价值重审，这次下跌不是结束，明年半导体估计还有一波大的行情，但是估计不会出现在存储，而是芯片代工制造，低点补仓英特尔，静待过程
Odaily
ASML expects Q4 revenue to be €14.2 billion to €15.2 billion, exceeding previous market estimates
Odaily Planet Daily reports that ASML announced its third-quarter financial results, with net sales of €11.66 billion in the third quarter, estimated at €11.7 billion; net profit of €4.96 billion, compared to €2.125 billion in the same period last year, and estimated at €4.165 billion. ASML expects fourth-quarter revenue to be between €14.2 billion and €15.2 billion, previously estimated by the market at €14.189 billion. In addition, ASML expects 2026 revenue to be between €44 billion and €45 billion, previously estimated by the market at €43.647 billion; it expects a gross margin of about 56% in 2026, previously forecasted between 54% and 56%.
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