Top 20 US stock turnover on October 15: ASML's performance collapse triggers a plunge in US chip stocks

智通財經
2024.10.15 20:58
第 6 名阿斯麥收跌 16.26%，成交 69.96 億美元。荷蘭光科技巨頭阿斯麥原定將於週三發佈三季度財報，但由於操作失誤，財報於週二美股早盤時分提前被掛上網站。結果，糟糕的業績令市場大跌眼鏡：雖然營收超出預期，但訂單僅市場預期的一半，同時下調明年銷售目標和毛利率指引。該公司表示，阿斯麥三季度系統銷售在中國市場的佔比為 47%，之前一個季度為 49%，仍然是 ASML 的最大市場。預計中國市場對公司 2025 年總體收入的貢獻率大約為 20%。財金媒體 ZeroHedge 認為，阿斯麥的慘淡財報和前景下調可能表明，AI 泡沫正在消退。
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