PTT職涯區 / Stock (股票)

[新聞] ASML Q1訂單不如預期

看板Stock (股票)作者 (Cheshire Cat)時間5小時前 (2025/04/16 14:10), 5小時前編輯推噓44(49推 5噓 37→)
留言91則, 66人參與, 58分鐘前最新討論串1/1
原文標題： Critical chip firm ASML flags tariff uncertainty after net bookings miss 關鍵晶片廠商ASML在訂單不如預期後表示關稅議題充滿不確定性 原文連結： https://tinyurl.com/2pw3ykzz 發布時間： Wed, Apr 16 20251:12 AM EDT 記者署名： Ryan Browne 原文內容： Dutch semiconductor equipment firm ASML on Wednesday missed on net bookings expectations, suggesting a potential slowdown in demand for its critical chipmaking machines. 荷蘭半導體設備商ASML週三公布Q1訂單不如預期，顯示關鍵半導體設備需求可能放緩。 ASML reported net bookings of 3.94 billion euros ($4.47 billion) for the first three months of 2025, versus a Reuters reported forecast of 4.89 billion euros. ASML在2025Q1認列3.94B Euro訂單量，路透預期則是4.89B Euro Here’s how ASML did versus LSEG consensus estimates for the first quarter: Net sales: 7.74 billion, against 7.8 billion euros expected Net profit: 2.36 billion, versus 2.3 billion euros expected LSEG發布的預測比較: Net sales: 實際7.74B，預測7.8B Net Profit: 實際2.36B，預測2.3B In comments accompanying the results, ASML CEO Christophe Fouquet said that the demand outlook “remains strong” with artificial intelligence staying as a key driver. However, he added that “uncertainty with some of our customers ” could take the company into the lower end of its full-year revenue guidance. ASML CEO說需求依然強勁，AI依然是關鍵動能 但部分客戶不確定性可能會導致全年收入不如預期 ASML is estimating 2025 revenue of between of 30 billion euros to 35 billion euros. ASML預期2025年營收會在30B~35B Euro Fouquet said that tariffs are “creating a new uncertainty” both on a macroeconomic level and with respect to “our potential market demands.” CEO說關稅正在創造不確定性在總體經濟學和潛在市場需求 “So this is a dynamic I think we have to watch very carefully,” Fouquet said. “Now this being said, where we are today, we still see basically our revenue range for 2025 being between basically €30 and €35 billion.” 雖然如此CEO仍然認為2025營收可以落在30~35B之間 Global chip stocks have been fragile over the last two weeks amid worries about how U.S. President Donald Trump’s tariff plans will affect the semiconductor supply chain. 由於擔心川普的關稅計畫影響半導體供應鏈，所以過去兩周全球的晶片庫存都一直非常脆弱， Last week, the U.S. administration announced smartphones, computers and semiconductors would be temporarily exempted from his so-called “reciprocal ” duties on counterparties. But on Sunday, Trump and his top trade officials created confusion with comments that there would be no tariff “exception” for the electronics industry, and that these goods were instead moving to a different “bucket.” 上週，美國政府先宣布手機、電腦和半導體將被排除在互惠關稅外，但稍後美國政府陳清 這些電子產品並不會得到豁免，而是轉移到其他類別去，進而引發了混亂 On Tuesday, a federal government notice announced that the U.S. Commerce Department was conducting a national security investigation into imports of semiconductor technology and related downstream products. The probe will examine whether additional trade measures, including tariffs, are “necessary to protect national security.” 週二美國發起對半導體的國安調查，包括是否採取如關稅等必須手段維持國家安全 心得/評論： ASML=GG上游 目前只是設備訂單階段，不代表會馬上影響到TSMC 但4.89B vs. 3.94B是19.5%的差距，這算是顯著差距 其中中國訂單其實3月應該就是清空了，因為ASML和中國那邊都不知道未來還能不能出貨 因此ASML本來就沒繼續接，同時中國在去年早就先下單囤貨 然而Q1還是無法達到預期，代表有除了中國以外的客戶也是放緩 至於是台灣、韓國還是美國，就不太確定了 2024中國佔了36%的Net sales，其實基本上還是ASML最大的客戶來源之一 假如沒談攏，後續其實設備需求應該也是會Delay -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 136.226.240.114 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1744783810.A.75F.html
推
04/16 14:11, 5小時前 , 1F
川普:我們正在做對的事! (房子燒毀)
04/16 14:11, 1F
推
04/16 14:11, 5小時前 , 2F
GG在幹什麼？
04/16 14:11, 2F
推
04/16 14:11, 5小時前 , 3F
跳起來 嗚嗚嗚
04/16 14:11, 3F
推
04/16 14:11, 5小時前 , 4F
GG怎麼不拉貨?!!
04/16 14:11, 4F
→
04/16 14:11, 5小時前 , 5F
結算結束 鬼故事一個接一個開始了@@
04/16 14:11, 5F
推
04/16 14:11, 5小時前 , 6F
阿祖國自身難保
04/16 14:11, 6F
推
04/16 14:12, 5小時前 , 7F
GG新的還沒蓋好 再忍一年
04/16 14:12, 7F
推
04/16 14:12, 5小時前 , 8F
丸子
04/16 14:12, 8F
→
04/16 14:12, 5小時前 , 9F
半導體盤前全面特價中
04/16 14:12, 9F
推
04/16 14:12, 5小時前 , 10F
recession了
04/16 14:12, 10F
推
04/16 14:12, 5小時前 , 11F
水水水 全部都跌到股票變廢紙
04/16 14:12, 11F
推
04/16 14:13, 5小時前 , 12F
完了 都完了
04/16 14:13, 12F
推
04/16 14:13, 5小時前 , 13F
台廠的無塵室案件…
04/16 14:13, 13F
推
04/16 14:13, 5小時前 , 14F
GG也怕接下來衰退沒人要拉貨 先觀察看狀況
04/16 14:13, 14F
推
04/16 14:13, 5小時前 , 15F
表示gg寧可現行設備滿載上工也不要擴編產能….
04/16 14:13, 15F
噓
04/16 14:13, 5小時前 , 16F
又要崩盤了
04/16 14:13, 16F
推
04/16 14:13, 5小時前 , 17F
成熟製成白菜價
04/16 14:13, 17F
→
04/16 14:13, 5小時前 , 18F
訂單不是滿檔 買到後年了
04/16 14:13, 18F
推
04/16 14:14, 5小時前 , 19F
時光倒流回到2022 晶圓跟盤子一樣沒人要
04/16 14:14, 19F
→
04/16 14:14, 5小時前 , 20F
外皮內骨
04/16 14:14, 20F
→
04/16 14:14, 5小時前 , 21F
訂單可以砍阿 2022不是示範過了
04/16 14:14, 21F
推
04/16 14:15, 5小時前 , 22F
衰退交易
04/16 14:15, 22F
→
04/16 14:15, 5小時前 , 23F
這最直接證明目前沒人要買了 AI蛙不是說滿到不得了
04/16 14:15, 23F
噓
04/16 14:15, 5小時前 , 24F
overbooking!!!!!
04/16 14:15, 24F
→
04/16 14:15, 5小時前 , 25F
上週末還在開香檳豁免 https://imgur.com/r5TYabT
04/16 14:15, 25F
推
04/16 14:15, 5小時前 , 26F
AI泡泡開始破囉
04/16 14:15, 26F
推
04/16 14:16, 5小時前 , 27F
問阿川啊，美國政府才在那邊調查，有種美國就包下去
04/16 14:16, 27F
推
04/16 14:17, 5小時前 , 28F
熟悉的overbooking最對味
04/16 14:17, 28F
推
04/16 14:17, 5小時前 , 29F
至少90根
04/16 14:17, 29F
推
04/16 14:18, 5小時前 , 30F
開始囉
04/16 14:18, 30F
推
04/16 14:18, 5小時前 , 31F
中國都能自製深紫曝光機了 以後ASML只能吃土
04/16 14:18, 31F
推
04/16 14:19, 5小時前 , 32F
overbooking
04/16 14:19, 32F
→
04/16 14:19, 5小時前 , 33F
台南高雄台積宅死去
04/16 14:19, 33F
→
04/16 14:20, 5小時前 , 34F
不就DUV賣不好的關係
04/16 14:20, 34F
推
04/16 14:20, 5小時前 , 35F
跟台積宅有啥關係?
04/16 14:20, 35F
推
04/16 14:20, 5小時前 , 36F
樓下都看寰宇新聞 堅信中國國產光科機不輸ASML
04/16 14:20, 36F
推
04/16 14:20, 5小時前 , 37F
這家本來就不如預期很久了 台積現在也沒錢跟你買了
04/16 14:20, 37F
→
04/16 14:20, 5小時前 , 38F
錢被美國人趕走了
04/16 14:20, 38F
推
04/16 14:20, 5小時前 , 39F
數字差異甚微
04/16 14:20, 39F
→
04/16 14:21, 5小時前 , 40F
幹走了
04/16 14:21, 40F
推
04/16 14:21, 5小時前 , 41F
崩崩
04/16 14:21, 41F
→
04/16 14:21, 5小時前 , 42F
這樣gg還想去美國設廠 設倉儲喔__
04/16 14:21, 42F
→
04/16 14:21, 5小時前 , 43F
路透社的數字怎麼跟別人差這麼多
04/16 14:21, 43F
推
04/16 14:21, 5小時前 , 44F
看來台積蛙要套一整年了
04/16 14:21, 44F
→
04/16 14:22, 5小時前 , 45F
你蓋廠不用買設備嗎，設備沒人買廠還會蓋？
04/16 14:22, 45F
推
04/16 14:22, 5小時前 , 46F
不意外 去年被搞 今年又被搞 被美玩死
04/16 14:22, 46F
→
04/16 14:22, 5小時前 , 47F
只能說LSEG很準 路透社亂估
04/16 14:22, 47F
Net booking/Net Sales/Net Profit不太一樣喔
噓
04/16 14:22, 5小時前 , 48F
笑屎 鬼故事？
04/16 14:22, 48F
→
04/16 14:23, 5小時前 , 49F
拿一個市場上估計差最多的數字來寫鬼故事
04/16 14:23, 49F
→
04/16 14:24, 5小時前 , 50F
準的機構就當作沒看到
04/16 14:24, 50F
你先看清楚一下再來幹譙路透比較好XD ※ 編輯: zzahoward (136.226.240.114 臺灣), 04/16/2025 14:24:45
噓
04/16 14:24, 5小時前 , 51F
橋頭勇士 忠誠!!
04/16 14:24, 51F
→
04/16 14:24, 5小時前 , 52F
白x川普 搞到沒人用先進 製程，那竹科拔根拆掉，
04/16 14:24, 52F
→
04/16 14:24, 5小時前 , 53F
去設美國算了
04/16 14:24, 53F
推
04/16 14:25, 5小時前 , 54F
這家哪有一季如預期的沒差啦
04/16 14:25, 54F
→
04/16 14:25, 5小時前 , 55F
overbooking 你是忘記了 還是害怕想起來 cc
04/16 14:25, 55F
推
04/16 14:26, 5小時前 , 56F
台灣完了
04/16 14:26, 56F
推
04/16 14:26, 5小時前 , 57F
死
04/16 14:26, 57F
推
04/16 14:26, 5小時前 , 58F
中國：喜歡我的新凱來國產光刻機嗎？
04/16 14:26, 58F
→
04/16 14:27, 5小時前 , 59F
訂單隨時都能砍
04/16 14:27, 59F
→
04/16 14:27, 5小時前 , 60F
斷供台積電機台跟原料根本是假議題，這些設備商會先
04/16 14:27, 60F
→
04/16 14:27, 5小時前 , 61F
倒閉，全世界除了台積電沒人吃得下這麼大的量
04/16 14:27, 61F
推
04/16 14:28, 5小時前 , 62F
躺四年吧
04/16 14:28, 62F
推
04/16 14:28, 5小時前 , 63F
先不急著買設備, 不確定性這麼高...
04/16 14:28, 63F
推
04/16 14:28, 5小時前 , 64F
300收
04/16 14:28, 64F
推
04/16 14:28, 5小時前 , 65F
先行指標 糟糕了
04/16 14:28, 65F
→
04/16 14:29, 5小時前 , 66F
缺貨的話可以加價買, 要怪就怪川普XD
04/16 14:29, 66F
推
04/16 14:29, 5小時前 , 67F
台積：訂單滿出來了
04/16 14:29, 67F
→
04/16 14:31, 5小時前 , 68F
台積電又不急著買設備
04/16 14:31, 68F
推
04/16 14:31, 5小時前 , 69F
04/16 14:31, 69F
推
04/16 14:36, 5小時前 , 70F
20% 剛好兩根
04/16 14:36, 70F
→
04/16 14:37, 5小時前 , 71F
完了
04/16 14:37, 71F
噓
04/16 14:41, 5小時前 , 72F
橋頭勇士：烏歐！！
04/16 14:41, 72F
推
04/16 14:44, 5小時前 , 73F
大爆崩
04/16 14:44, 73F
推
04/16 14:46, 5小時前 , 74F
本來就要下滑了吧
04/16 14:46, 74F
推
04/16 14:46, 5小時前 , 75F
有趣的是台灣三月進口爆量
04/16 14:46, 75F
→
04/16 14:52, 5小時前 , 76F
買機器，不知道要去哪生產？ ASML虧麻了
04/16 14:52, 76F
推
04/16 15:52, 4小時前 , 77F
直接變NMSL
04/16 15:52, 77F
→
04/16 15:54, 4小時前 , 78F
GG不是訂單滿出來???
04/16 15:54, 78F
推
04/16 15:58, 4小時前 , 79F
GG只值500
04/16 15:58, 79F
推
04/16 16:07, 4小時前 , 80F
歐洲沒關稅問題吧
04/16 16:07, 80F
推
04/16 16:54, 3小時前 , 81F
季減很正常，Q1本來就淡季
04/16 16:54, 81F
→
04/16 16:54, 3小時前 , 82F
ASML Q1年增46.34% 誒
04/16 16:54, 82F
→
04/16 16:55, 3小時前 , 83F
比2024 Q1 多46%
04/16 16:55, 83F
→
04/16 16:55, 3小時前 , 84F
新聞都不提
04/16 16:55, 84F
→
04/16 16:56, 3小時前 , 85F
04/16 16:56, 85F
→
04/16 16:56, 3小時前 , 86F
財報其實還行，就花街要繼續砍股價
04/16 16:56, 86F
→
04/16 16:57, 3小時前 , 87F
淨利是超過預期的
04/16 16:57, 87F
→
04/16 17:03, 3小時前 , 88F
春江水暖鴨先知，ASML不如預期是反應未來半導體市況
04/16 17:03, 88F
→
04/16 17:04, 3小時前 , 89F
樓上A大股票部位是不是壓很大??? 急了???
04/16 17:04, 89F
→
04/16 17:05, 3小時前 , 90F
gg再拖著不拉貨小心又被川普教訓
04/16 17:05, 90F
推
04/16 19:09, 58分鐘前 , 91F
不賣中國就是等台積電
04/16 19:09, 91F
‣ 更多 zzahoward 的文章
文章代碼(AID): #1d_qd2TV (Stock)
Stock 近期熱門文章
更多 近期熱門文章 >>
PTT職涯區 即時熱門文章
更多 即時熱門文章 >>
‣ 更多 zzahoward 的文章
文章代碼(AID): #1d_qd2TV (Stock)