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台积电、ASML财报难提振芯片股

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2026-07-16 13:52:43
据CNBC报道,台积电公布第二季度净利润同比增长77%,并上调全年支出预期;ASML第二季度业绩也高于分析师预期,但两家公司股价反应偏弱,台积电美股盘前跌3%,ASML阿姆斯特丹上市股票周三收盘小幅下跌。Vital Knowledge创始人亚当·克里萨富利表示,交易员对台积电财报的部分内容感到失望,也在担心资本开支预算再度上调;富国银行交易团队则指出,ASML 2027财年北美极紫外光刻产能偏低。
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