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RBC表示，ASML EUV需求超過供應，預示2027年將實現強勁成長。

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三在一份報告中指出，ASML（ASML）第二季業績預期低於市場普遍預期，但對極紫外線系統的需求超過了供應和產量預測，預示著2027年將實現強勁增長。 報告顯示，ASML第一季業績超出華爾街和RBC的預期，管理層預計第二季營收為87億歐元（102.4億美元），高於RBC預測的85億歐元，但低於市場普遍預期的91億歐元。 由於人工智慧需求強勁，管理階層將2026年營收預期從340億至390億歐元上調至360億至400億歐元。 RBC將ASML 2026年和2027年的每股盈餘預期分別從28.32歐元和33.93歐元上調至31.78歐元和40.24歐元。 預計到 2026 年以後，記憶體供應仍將受到限制，而隨著 1c/1-gamma 節點的普及，EUV 微影的強度正在上升。該券商表示，預計下半年先進邏輯晶片市場將強勁反彈，並將尖端技術競爭加劇視為結構性利多因素。 RBC 維持對 ASML 的「跑贏大盤」評級，並將目標價從 1625 美元上調至 1700 美元。

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

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