{"id":650117,"date":"2026-07-13T18:25:51","date_gmt":"2026-07-14T01:25:51","guid":{"rendered":"https:\/\/nai500.com\/?p=650117"},"modified":"2026-07-13T18:25:51","modified_gmt":"2026-07-14T01:25:51","slug":"asml-%e8%b2%a1%e5%a0%b1%e5%b0%87%e5%87%ba%ef%bc%8c%e8%8b%b1%e5%81%89%e9%81%94%e7%ad%89%e8%8a%af%e7%89%87%e8%82%a1%e6%88%96%e9%9b%86%e9%ab%94%e8%b7%9f%e6%bc%b2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/asml-%e8%b2%a1%e5%a0%b1%e5%b0%87%e5%87%ba%ef%bc%8c%e8%8b%b1%e5%81%89%e9%81%94%e7%ad%89%e8%8a%af%e7%89%87%e8%82%a1%e6%88%96%e9%9b%86%e9%ab%94%e8%b7%9f%e6%bc%b2\/","title":{"rendered":"ASML \u8ca1\u5831\u5c07\u51fa\uff0c\u82f1\u5049\u9054\u7b49\u82af\u7247\u80a1\u6216\u96c6\u9ad4\u8ddf\u6f32"},"content":{"rendered":"<p>\u4eba\u5de5\u667a\u80fd\u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u6301\u7e8c\u64f4\u5bb9\u6b63\u5e36\u52d5\u534a\u5c0e\u9ad4\u7522\u696d\u93c8\u76f8\u95dc\u6a19\u7684\u6301\u7e8c\u8d70\u5f37\uff0c\u5176\u4e2d\u70ba AI \u8a13\u7df4\u8207\u904b\u884c\u63d0\u4f9b\u9ad8\u6027\u80fd\u82af\u7247\u7684\u4e0a\u6e38\u8a2d\u5099\u74b0\u7bc0\u5c24\u70ba\u53d7\u76ca\u3002\u4f5c\u70ba\u5168\u7403\u9ad8\u7aef\u5149\u523b\u8a2d\u5099\u7684\u58df\u65b7\u4f9b\u61c9\u5546\uff0c<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=VRTXhttps:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=ASML\">ASML Holding\uff08ASML\uff09<\/a>\u5e74\u5167\u80a1\u50f9\u5df2\u7d2f\u8a08\u4e0a\u6f32 60%\uff0c\u8e8b\u8eab\u7d0d\u65af\u9054\u514b 100 \u6307\u6578\u8868\u73fe\u6700\u4f73\u500b\u80a1\u884c\u5217\u3002<\/p>\n<p>\u516c\u53f8\u5c07\u65bc 7 \u6708 15 \u65e5\uff08\u9031\u4e09\uff09\u767c\u4f48 2026 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\uff0c\u5e02\u5834\u666e\u904d\u9810\u671f\u5176\u696d\u7e3e\u8207\u524d\u77bb\u6307\u5f15\u5c07\u5ef6\u7e8c\u5f37\u52e2\uff0c\u82e5\u5168\u5e74\u6307\u5f15\u518d\u5ea6\u4e0a\u4fee\uff0c\u4e0d\u50c5\u5c07\u63a8\u5347\u81ea\u8eab\u80a1\u50f9\uff0c\u4e5f\u6709\u671b\u5e36\u52d5\u82f1\u5049\u9054\u3001\u535a\u901a\u3001AMD \u7b49\u82af\u7247\u5ee0\u5546\u540c\u6b65\u4e0a\u884c\u3002<\/p>\n<h2>\u58df\u65b7 EUV \u6838\u5fc3\u6280\u8853 \u4f54\u64da\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u95dc\u9375\u7bc0\u9ede<\/h2>\n<p>ASML \u662f\u5168\u7403\u534a\u5c0e\u9ad4\u88fd\u9020\u7522\u696d\u93c8\u7684\u6838\u5fc3\u4f01\u696d\uff0c\u516c\u53f8\u751f\u7522\u7684\u5149\u523b\u8a2d\u5099\u662f\u82af\u7247\u5fae\u578b\u5316\u5236\u7a0b\u7684\u6838\u5fc3\u88dd\u5099 \u2014\u2014 \u82af\u7247\u4e0a\u7684\u6676\u9ad4\u7ba1\u5c3a\u5bf8\u8d8a\u5c0f\uff0c\u540c\u9762\u7a4d\u77fd\u7247\u53ef\u96c6\u6210\u7684\u5143\u5668\u4ef6\u6578\u91cf\u8d8a\u591a\uff0c\u7b97\u529b\u8207\u80fd\u6548\u8868\u73fe\u4e5f\u5c31\u8d8a\u5f37\u3002<\/p>\n<p>\u9019\u5bb6\u8377\u862d\u4f01\u696d\u662f\u5168\u7403\u552f\u4e00\u638c\u63e1\u4e26\u80fd\u91cf\u7522\u6975\u7d2b\u5916\uff08EUV\uff09\u5149\u523b\u6280\u8853\u7684\u5ee0\u5546\u3002\u8207\u884c\u696d\u666e\u904d\u63a1\u7528\u7684\u6df1\u7d2b\u5916\uff08DUV\uff09\u6280\u8853\u901a\u904e\u591a\u7d44\u900f\u93e1\u805a\u7126\u5149\u675f\u4e0d\u540c\uff0cEUV \u8a2d\u5099\u4ee5\u53cd\u5c04\u93e1\u7cfb\u7d71\u66ff\u4ee3\u900f\u93e1\uff0c\u80fd\u5920\u5be6\u73fe DUV \u8a2d\u5099\u7121\u6cd5\u5b8c\u6210\u7684\u9ad8\u7cbe\u5ea6\u523b\u8755\uff0c\u662f 7 \u7d0d\u7c73\u4ee5\u4e0b\u5148\u9032\u5236\u7a0b\u82af\u7247\u91cf\u7522\u7684\u5fc5\u5099\u689d\u4ef6\u3002\u76ee\u524d\u5168\u7403\u4e3b\u6d41\u6676\u5713\u4ee3\u5de5\u5ee0\u3001\u5b58\u5132\u82af\u7247\u5ee0\u5546\u53ca\u96c6\u6210\u5668\u4ef6\u88fd\u9020\u5546\uff08IDM\uff09\u5747\u4f9d\u8cf4 ASML \u7684 EUV \u8a2d\u5099\uff0c\u751f\u7522\u7528\u65bc AI \u6578\u64da\u4e2d\u5fc3\u3001\u667a\u80fd\u624b\u6a5f\u3001\u500b\u4eba\u96fb\u8166\u7b49\u5834\u666f\u7684\u9ad8\u7aef\u82af\u7247\uff1bSK \u6d77\u529b\u58eb\u3001\u7f8e\u5149\u7b49\u5b58\u5132\u5ee0\u5546\u4e5f\u901a\u904e EUV \u8a2d\u5099\u6253\u9020\u66f4\u9ad8\u6027\u80fd\u3001\u66f4\u4f4e\u529f\u8017\u7684\u5b58\u5132\u7522\u54c1\u3002<\/p>\n<h2>\u4e00\u5b63\u5ea6\u696d\u7e3e\u9054\u6a19 \u5168\u5e74\u6307\u5f15\u5df2\u5169\u5ea6\u4e0a\u8abf<\/h2>\n<p>\u4eca\u5e74\u4e00\u5b63\u5ea6\uff0cASML \u4ea4\u51fa\u7a69\u5065\u6210\u7e3e\u55ae\uff1a\u71df\u6536 87.6 \u5104\u6b50\u5143\uff08\u7d04\u5408 100 \u5104\u7f8e\u5143\uff09\uff0c\u540c\u6bd4\u589e\u9577 13%\uff1b\u6de8\u5229\u6f64 28.4 \u5104\u6b50\u5143\uff0c\u540c\u6bd4\u589e\u9577 5.4%\uff1b\u6bcf\u80a1\u6536\u76ca 7.35 \u6b50\u5143\uff0c\u540c\u6bd4\u63d0\u5347 7%\uff1b\u7576\u5b63\u6bdb\u5229\u7387\u9054 53%\uff0c\u8655\u65bc\u516c\u53f8\u6307\u5f15\u5340\u9593\u4e0a\u9650\uff0c\u6574\u9ad4\u71df\u6536\u7b26\u5408\u9810\u671f\u3002<\/p>\n<p>\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98 Christophe Fouquet \u6b64\u524d\u8868\u793a\uff0c\u534a\u5c0e\u9ad4\u884c\u696d\u589e\u9577\u524d\u666f\u6301\u7e8c\u592f\u5be6\uff0c\u82af\u7247\u9700\u6c42\u5df2\u8d85\u904e\u4f9b\u7d66\u6c34\u5e73\uff0c\u4e0b\u6e38\u5ba2\u6236\u6b63\u52a0\u901f\u63a8\u9032 2026 \u5e74\u53ca\u4ee5\u5f8c\u7684\u7522\u80fd\u64f4\u5f35\u8a08\u5283\uff0c\u4e26\u901a\u904e\u8207\u7d42\u7aef\u5ba2\u6236\u7c3d\u8a02\u9577\u671f\u5354\u8b70\u9396\u5b9a\u9700\u6c42\u3002\u57fa\u65bc AI \u57fa\u5efa\u6295\u8cc7\u5e36\u52d5\u7684\u884c\u696d\u9ad8\u666f\u6c23\uff0cASML \u5df2\u5728\u4e00\u5b63\u5831\u4e2d\u4e0a\u8abf\u5168\u5e74\u696d\u7e3e\u6307\u5f15\uff1a\u5c07 2026 \u5e74\u6de8\u92b7\u552e\u984d\u9810\u671f\u5f9e\u5e74\u521d\u7684 340 \u5104 &#8211; 390 \u5104\u6b50\u5143\uff0c\u63d0\u5347\u81f3 360 \u5104 &#8211; 400 \u5104\u6b50\u5143\uff0c\u9019\u4e5f\u662f\u516c\u53f8\u5e74\u5167\u7b2c\u4e8c\u6b21\u4e0a\u8abf\u5168\u5e74\u71df\u6536\u76ee\u6a19\u3002<\/p>\n<h2>\u6307\u5f15\u6210\u8272\u6210\u8ca1\u5831\u6838\u5fc3\u770b\u9ede \u677f\u584a\u806f\u52d5\u6548\u61c9\u53d7\u95dc\u6ce8<\/h2>\n<p>\u5c0d\u65bc\u672c\u6b21\u4e8c\u5b63\u5ea6\u8ca1\u5831\uff0c\u5e02\u5834\u6838\u5fc3\u95dc\u6ce8\u9ede\u4e26\u975e\u55ae\u5b63\u696d\u7e3e\u9054\u6a19\u8207\u5426 \u2014\u2014 \u516c\u53f8\u7d66\u51fa\u7684\u4e8c\u5b63\u5ea6\u6307\u5f15\u70ba\u71df\u6536 84 \u5104 &#8211; 90 \u5104\u6b50\u5143\uff0c\u6bdb\u5229\u7387 51%-52%\u2014\u2014 \u800c\u662f\u7ba1\u7406\u5c64\u662f\u5426\u6703\u518d\u5ea6\u4e0a\u4fee\u5168\u5e74\u696d\u7e3e\u5c55\u671b\u3002\u64da\u96c5\u864e\u8ca1\u7d93\u532f\u7e3d\u7684\u5206\u6790\u5e2b\u9810\u671f\uff0c\u5e02\u5834\u666e\u904d\u9810\u8a08 ASML \u7b2c\u4e09\u5b63\u5ea6\u71df\u6536\u6700\u9ad8\u53ef\u9054 103.4 \u5104\u6b50\u5143\u3002\u82e5\u516c\u53f8\u6307\u5f15\u9054\u5230\u6216\u8d85\u51fa\u8a72\u6c34\u5e73\uff0c\u540c\u6642\u78ba\u8a8d\u4e0b\u6e38\u64f4\u7522\u9700\u6c42\u5ef6\u7e8c\uff0c\u9019\u5c07\u6210\u70ba\u80a1\u50f9\u4e0a\u6f32\u7684\u76f4\u63a5\u50ac\u5316\u5291\u3002<\/p>\n<p>\u4f5c\u70ba\u534a\u5c0e\u9ad4\u4e0a\u6e38\u6838\u5fc3\u6a19\u7684\uff0cASML \u7684\u696d\u7e3e\u5c55\u671b\u672c\u8cea\u4e0a\u662f\u5168\u7403 AI \u57fa\u5efa\u958b\u652f\u5f37\u5ea6\u7684\u98a8\u5411\u6a19\u3002\u82e5\u6307\u5f15\u6301\u7e8c\u5411\u597d\uff0c\u610f\u5473\u8457\u4e0b\u6e38\u6676\u5713\u5ee0\u8207\u5b58\u5132\u5ee0\u5546\u64f4\u7522\u7bc0\u594f\u52a0\u5feb\uff0c\u5c07\u70ba\u82f1\u5049\u9054\u3001\u535a\u901a\u3001AMD \u7b49\u82af\u7247\u5ee0\u5546\u5e36\u4f86\u4f9b\u7d66\u7aef\u78ba\u5b9a\u6027\u652f\u6490\uff0c\u9032\u800c\u5e36\u52d5\u6574\u500b\u82af\u7247\u677f\u584a\u4f30\u503c\u4fee\u5fa9\u3002<\/p>\n<h2>\u9577\u671f\u9700\u6c42\u652f\u6490\u589e\u9577 \u4f30\u503c\u8655\u65bc\u76f8\u5c0d\u9ad8\u4f4d<\/h2>\n<p>\u5f9e\u9577\u671f\u7dad\u5ea6\u770b\uff0c\u5148\u9032\u5236\u7a0b\u82af\u7247\u7684\u7d50\u69cb\u6027\u589e\u9577\u8da8\u52e2\u660e\u78ba\u3002\u64da Fortune Business Insights \u9810\u6e2c\uff0c\u622a\u81f3 2034 \u5e74\uff0c\u5168\u7403\u5148\u9032\u5236\u7a0b\u82af\u7247\u9700\u6c42\u5e74\u8907\u5408\u589e\u9577\u7387\u63a5\u8fd1 16%\uff0c\u70ba ASML \u63d0\u4f9b\u4e86\u9577\u671f\u589e\u9577\u78ba\u5b9a\u6027\uff0c\u4e5f\u63a8\u52d5\u5206\u6790\u5e2b\u6301\u7e8c\u4e0a\u8abf\u5176\u9577\u671f\u76c8\u5229\u589e\u9577\u9810\u671f\u3002\u76ee\u524d\u516c\u53f8\u9060\u671f\u5e02\u76c8\u7387\u70ba 48 \u500d\uff0c\u4f30\u503c\u8655\u65bc\u76f8\u5c0d\u9ad8\u4f4d\uff0c\u4f46\u5e02\u5834\u666e\u904d\u8a8d\u70ba\uff0c\u5148\u9032\u82af\u7247\u7684\u9577\u671f\u589e\u9577\u9700\u6c42\u6709\u671b\u6301\u7e8c\u6d88\u5316\u4f30\u503c\uff0c\u758a\u52a0 AI \u7b97\u529b\u5efa\u8a2d\u7684\u9577\u671f\u9700\u6c42\u652f\u6490\uff0c\u516c\u53f8\u80a1\u50f9\u4ecd\u5177\u5099\u9577\u671f\u4e0a\u884c\u7a7a\u9593\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4eba\u5de5\u667a\u80fd\u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\u6301\u7e8c\u64f4\u5bb9\u6b63\u5e36\u52d5\u534a\u5c0e\u9ad4\u7522\u696d\u93c8\u76f8\u95dc\u6a19\u7684\u6301\u7e8c\u8d70\u5f37\uff0c\u5176\u4e2d\u70ba AI \u8a13\u7df4\u8207\u904b\u884c\u63d0\u4f9b\u9ad8\u6027\u80fd\u82af\u7247\u7684\u4e0a [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":554889,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,2156,2138],"class_list":["post-650117","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2174","tag-2156","tag-2138","sectors-technology-zh-hant","locations-europe-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/650117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=650117"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/650117\/revisions"}],"predecessor-version":[{"id":650120,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/650117\/revisions\/650120"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/554889"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=650117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=650117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=650117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}