ASML Holding Soars 3.2% on Buy Rating, EUV Orders
Mover TrackerWednesday, Apr 23, 2025 5:13 am ET

2025年4月23日,ASML Holding在盘前交易中上涨3.2%。
美银发布研报,给予ASML Holding“买入”评级,目标价为835美元。该行指出,基于其市场主导地位,ASML Holding具备将关税相关成本转嫁给客户的定价能力。管理层指出,进口到美国用于ASML Holding现有美国制造的零部件可能面临关税影响,且若这些零部件在荷兰完成最终组装后返销美国客户,可能遭遇"双重征税"。此外,计量与检测系统未被纳入当前关税豁免范围。
ASML Holding确认其2025年极紫外光刻(EUV)设备订单已覆盖中期指引的全数产能,深紫外光刻(DUV)设备订单完成90%预订,这增强了美银对2025年营收目标达成的信心。管理层对2025/26年非台积电的存储客户收入贡献持更谨慎态度,主要基于客户技术路线图进度及产品认证所需时间。尽管2026年订单量显示"稳健开局",但目前尚难量化全年表现。
ASML Holding在投资者日上重申了其长期增长前景,预计到2030年,全球半导体销售额将超过1万亿美元,2025-2030年,年复合增长率约为9%。预计未来五年,销售额增长率平均为8%至14%,并承诺增加派息和股票回购。ASML Holding首席财务官Roger Dassen在声明中表示:“我们确认了我们的资本配置策略,并预计将通过增加股息和股票回购的方式继续向股东返还大量现金。”该公司还预计,到2030年,毛利率将在56%至60%之间。

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