ASML股价飙升至历史新高，但估值仍低于同行

摘要

荷兰半导体设备制造商ASML股价近期创下历史新高，但分析指出其估值相对于同行仍被低估。尽管市场对芯片需求复苏和AI驱动增长持乐观态度，ASML的市盈率等指标仍低于应用材料、泛林半导体等竞争对手。这一现象反映了投资者对ASML未来盈利增长的谨慎预期，或与地缘政治风险及出口限制有关。

来源链接

• https://www.bloomberg.com/news/articles/2026-06-09/asml-s-surge-to-record-high-masks-lowball-valuation-versus-peers
• https://www.bloomberg.com/news/videos/2026-06-10/asml-s-surge-masks-lowball-valuation-relative-to-peers-video
• https://www.bloomberg.com/news/articles/2026-06-10/asml-asml-to-cut-fewer-jobs-than-planned-delays-layoffs-until-may
• https://www.reuters.com/business/world-at-work/asml-cut-fewer-jobs-after-talks-with-dutch-unions-2026-06-10/