-- 受人工智能相关基础设施需求增长的推动，ASML控股公司（ASML.AS）第一季度业绩强劲，因此上调了其2026年全年净销售额预期。 这家荷兰半导体设备制造商周三表示，其目标净销售额为360亿欧元至400亿欧元，高于此前预期的340亿欧元至390亿欧元。同时，该公司维持了51%至53%的毛利率预期。 ASML预计第二季度净销售额为84亿欧元至90亿欧元，毛利率预计为51%至52%。 “在人工智能相关基础设施投资持续增长的推动下，半导体行业的增长前景持续稳固。芯片需求已超过供应。为此，我们的客户正在加快推进其2026年及以后的产能扩张计划，并已与客户签订了长期协议。”总裁兼首席执行官克里斯托夫·福凯表示，并补充道，由于客户需求不断增长，ASML的订单量依然非常强劲。 此次上调业绩展望之际，ASML公布了截至2026年3月29日的三个月内，按美国通用会计准则（US GAAP）计算的净销售额为87.7亿欧元，高于截至2025年3月30日的三个月的77.4亿欧元。其中，系统净销售额为62.8亿欧元，毛利率为53%，高于去年同期的54%。 此外，该公司第一季度净利润为27.6亿欧元，高于此前公布的23.6亿欧元；每股收益从6欧元增至7.15欧元。 ASML报告称，第一季度回购了价值11亿欧元的股票，标志着其总额达120亿欧元、计划持续到2028年的股票回购计划正式启动。 截至周三中午，这家在阿姆斯特丹上市的公司股价下跌近1%。
Related Articles
Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
$^TASI$SASE:2380$SASE:4012
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI