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ASML预测第四季度销售额将超出预期,得益于AI芯片需求ASML forecasts Q4 sales above expectations on AI chip demand

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ASML(ASML.AS)周三预测其第四季度销售额将高于分析师预期,因为对该公司芯片制造设备的需求持续强劲,同时下调了2026年的业绩展望。

ASML (ASML.AS) on Wednesday forecast fourth-quarter sales above analyst expectations, as AI-driven demand for its chipmaking equipment remains strong, and narrowed its 2026 outlook.

这家荷兰公司预计第四季度净销售额在142亿欧元至152亿欧元(159亿美元至170亿美元)之间,毛利率约为57%。

The Dutch company guided for fourth-quarter net sales of €14.2 billion to €15.2 billion ($15.9 billion to $17.0 billion) and a gross margin of around 57%.

LSEG调查的分析师预计销售额为141.9亿欧元,毛利率为55.4%。

Analysts polled by LSEG had expected sales of €14.19 billion and a gross margin of 55.4%.

ASML将2026年的净销售额预期下调至440亿欧元至450亿欧元之间,此前预期为430亿欧元至450亿欧元,毛利率约为56%。

It narrowed the 2026 net sales outlook to between €44 billion and €45 billion, having previously seen a range of €43 billion to €45 billion, with a gross margin of around 56%.

作为全球最大的芯片制造设备供应商,同时也是生产最先进芯片所需EUV设备的唯一制造商,ASML是AI行业发展的风向标。

ASML, the world's largest supplier of chipmaking equipment and the only maker of the EUV machines needed for the most advanced chips, is a bellwether for the AI buildout.