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高盛:光刻机需求依旧稳健 看好阿斯麦(ASML.US)再涨超40%
以Alexander Duval为首的高盛分析师表示,阿斯麦2025年营收指引为300亿至350亿欧元,基于该公司强劲的订单,这一指引从客户推迟订单的角度来看已基本去除了风险,并且在乐观情况下 (包括 英特尔 (INTC.US)和 三星 (SSNLF ...
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