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美股異動丨阿斯麥盤前大跌近6%,Q3收入及毛利率指引均不及預期+美國再施壓
格隆匯 07-17 16:03
阿斯麥(ASML.US)盤前大跌近6%報1005美元。消息面上,阿斯麥剛剛公佈Q2業績顯示,雖然二季度的訂單量為55.7億歐元,高於市場一致預期(賣方預期)的44.1億歐元,但低於最樂觀的買方預期60-80億歐元;另外,阿斯麥預計第三季度銷售額70億歐元,低於市場預期的74.6億歐元;預計第三季度毛利率為50.5%,亦低於市場預期的51.1%。另外還值得注意的是,彭博援引知情人士稱,美國拜登政府已知會盟友,若東京電子和阿斯麥等芯片供應鏈公司向中國提供先進的芯片技術,或會面臨更嚴厲的貿易限制。據悉,2024年二季度阿斯麥來自中國大陸的收入佔總收入的49%。

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