Kenji’s Substack

Kenji’s Substack

Share this post

Kenji’s Substack
Kenji’s Substack
細行報告 —— ASML Q4和 2025 財年展望:機會來了
Copy link
Facebook
Email
Notes
More

細行報告 —— ASML Q4和 2025 財年展望:機會來了

Kenji San's avatar
Kenji San
Jan 25, 2025
∙ Paid
2

Share this post

Kenji’s Substack
Kenji’s Substack
細行報告 —— ASML Q4和 2025 財年展望:機會來了
Copy link
Facebook
Email
Notes
More
1
Share

ASML ( NASDAQ: ASML )的 2024 年第四季、2025 年全年和 2026 年全年前景非常光明。

儘管該公司最近面臨重大挑戰,客戶接受度延遲,未來來自中國的收入大幅減少,但該公司未來兩年的成長前景仍然光明。此外,根據分析師的兩年價值交易模型,該股的投資安全邊際為 25%,保守預測,股價兩年複合年增長率可能達到 30% 以上。

Keep reading with a 7-day free trial

Subscribe to Kenji’s Substack to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Kenji San
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More