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ASML (ASML) shares rose 3% as UBS reiterated its buy rating ahead of earnings

2026-09-30 00:32:05
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弱势市场中的独立走强

生产扩张计划成为焦点

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周一,ASML 股价上涨约 3%,在早盘期间触及 1,815.84 美元。瑞银(UBS)分析师弗朗索瓦-泽维尔·布维尼耶(Francois-Xavier Bouvignies)在开盘前维持了对 ASML 的“买入”评级,目标价为 2,350 欧元。美国银行和巴克莱银行在过去一周内也均维持了对 ASML 的“买入”评级。该公司定于 10 月 14 日发布第三季度财务业绩,华尔街预测其每股收益(EPS)为 12.54 美元,营收约为 131.8 亿美元。另一份瑞银报告指出,ASML 在 2027 年和 2028 年的设备产能目标可能会超过 30% 的扩张幅度。周一,ASML 股价呈现上涨动能,在早盘交易中上涨约 3%,达到 1,815.84 美元。该股在开盘价处于日内区间低位后,盘中最高触及 1,818.49 美元。![ASML Holding N.V., ASML](/d/file/20260930/embed)此次上涨紧随瑞银分析师弗朗索瓦-泽维尔·布维尼耶发布的一份研究报告。该报告在开盘前发布,重申了对 ASML 股票的“买入”评级,并将目标价维持在 2,350 欧元。这家投资银行以 ASML 的长期盈利前景作为其看多立场的理由。瑞银还强调,作为极紫外光刻技术的唯一供应商,该公司拥有垄断地位。本周并非只有瑞银一家表达乐观情绪。美银证券在三个交易日前更新了其对 ASML 的“买入”评级。巴克莱银行也在本周早些时候重申了“买入”立场。这意味着在短时间内出现了三次独立的“买入”评级推荐。分析师的一致背书恰逢 ASML 季度财报披露前夕。第三季度财报定于 2026 年 10 月 14 日发布。分析师共识估计显示,该期间的每股收益为 12.54 美元。营收预测集中在 131.8 亿美元左右。### 弱势市场中的独立走强周一,更广泛的股市并未为 ASML 提供太多支持。纳斯达克指数略有下跌,而标普 500 指数基本持平。在这种背景下,此次上涨被视为个股特定催化剂的结果,而非整个行业的现象。这一上涨走势独立于大盘指数的表现之外。ASML 2026 年第二季度的业绩已经为投资者乐观情绪奠定了基础。该公司报告净销售额为 93.3 亿欧元,毛利率为 54%。半导体设备制造商全年一直受到投资者的持续关注。由人工智能应用驱动的芯片制造基础设施需求是主要的催化剂。### 生产扩张计划成为焦点在周日发布的另一份研究报告中,瑞银探讨了 ASML 的制造产能路线图。该行认为,公司的扩张目标可能会高于当前预期。ASML 今年 7 月宣布,计划在 2027 年将深紫外和极紫外系统的产量提高 30%。另外 30% 的扩张目标定在 2028 年。瑞银分析师认为,鉴于对人工智能专用半导体的强劲需求,这些目标可能会被上调至超过 30%。该行还预计,ASML 可能会提供 2027 年同比增长超过 30% 的营收增长指引。周一,ASML 的交易范围在 1,800.40 美元至 1,818.49 美元之间。在整个下午早期的交易中,该股一直保持在区间的上沿附近。
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