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FINWIRES

RBCによると、ASMLのEUV露光装置の需要は供給を上回っており、2027年には力強い成長が見込まれる。

-- ASML（ASML）の第2四半期業績見通しは市場予想を下回ったものの、極端紫外線（EUV）システムの需要は供給と生産予測を上回っており、2027年には力強い成長が見込まれると、RBCキャピタル・マーケッツは水曜日のレポートで述べた。 第1四半期の業績はウォール街とRBCの予想を上回った一方、経営陣は第2四半期の売上高を中間値で87億ユーロ（102億4000万ドル）と予想しており、これはRBCの予想である85億ユーロを上回るものの、市場予想の91億ユーロを下回ると、レポートは伝えている。 経営陣は、AI需要の好調を背景に、2026年の売上高見通しを340億～390億ユーロから360億～400億ユーロに引き上げた。RBCは、2026年と2027年の1株当たり利益（EPS）予想をそれぞれ28.32ユーロと33.93ユーロから31.78ユーロと40.24ユーロに引き上げた。 メモリ供給は2026年以降も制約が続くと予想される一方、1c/1-ガンマノードの採用に伴いEUV露光強度は上昇している。証券会社は、先端ロジック市場は下半期に力強く回復すると予想しており、最先端分野における競争激化を構造的なプラス要因と捉えている。 RBCはASML株の投資判断を「アウトパフォーム」に据え置き、目標株価を1,625ドルから1,700ドルに引き上げた。

Price: $1424.56, Change: $-57.21, Percent Change: -3.86%

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