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Chinatimes
@chinatimes.com · Yesterday

《基金》ASML財報反應半導體設備需求熱 法人看好上游供應鏈

《基金》ASML財報反應半導體設備需求熱 法人看好上游供應鏈
ASML預估,今年全年營收將達430億至450億歐元,明顯高於市場原先預估的394億歐元;毛利率預測區間也由原先的51%至54%,上調至54%至56%。法人認為,這不僅反映市場需求持續增加,也顯示產品組合優化與定價能力正出現顯著提升。 外資券商普遍看好半導體族群後市表現,不過,7月以來晶片股震盪加劇,也拖累在台掛牌的半導體相關ETF表現。根據統計,至7月16日止,9檔半導體E...
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