原文標題：
Morgan Stanley latest to downgrade ASML on China, memory, Intel concerns
原文連結：
https://tinyurl.com/mwf7jrbd發布時間：
2024 09 20
記者署名：
Reuters
原文內容：
AMSTERDAM, Sept 20 (Reuters) - Morgan Stanley on Friday downgraded earnings estimates for computer chip equipment maker ASML (ASML.AS), opens new tab, the latest brokerage to do so following weakness in the memory chip market and concerns over demand from Chinese chipmakers and Intel (INTC.O), opens new tab.
MS followed UBS and Deutsche Bank in cutting estimates and reducing share price targets for ASML after the company's share price slid 30% in July and August.
"Investors may have to wrestle with weakness not just with DRAM (memory chip market) but also with Intel ... and the growing concern that China semiconductor capacity overspend will slow as we look to 2026," MS analysts wrote.
心得/評論：
小結
未來短期內記憶體供過於求
中國問題將影響ASML營收
如果Intel縮減資本支出，對設備商不利
短時間內剩下台積跟三星繼續軍備競賽
成熟製程還有Canon和Nikon以及中國本土做為追兵
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Fezico1樓ASML年中財報才說下半年營收看對岸，馬上就吃元老院 09/22 17:44
→ Fezico2樓鐵拳。太苦惹... 09/22 17:44
→ GigiBuffon3樓被intel拖累 09/22 17:44
runacat4樓No… 00941還能解套嗎 09/22 17:45
→ YHOTV40965樓牆倒眾人推。 09/22 17:47
small910516樓之後就是GG了 09/22 17:51
Gipmydanger7樓中國營收關GG鳥事 09/22 17:53
lolpklol09758樓
09/22 17:57 gk13299樓丸 09/22 18:07
aegis4321010樓GG最近一直要求ASML打折，ASML連先進製程營收也會下 09/22 18:13
→ aegis4321011樓降很多 09/22 18:13
aa630015812樓INTC不玩的主要受害者 只是之前沒啥人討論 09/22 18:16
tpegioe13樓ASML是微影機IDM廠，先進設備市佔率比英特爾電腦晶 09/22 18:16
→ tpegioe14樓片市佔巔峰期還高，也不會被歐洲反壟斷調查，再美 09/22 18:16
→ tpegioe15樓國政府也只能限制它的產品出口地，且從不考慮市場 09/22 18:16
→ tpegioe16樓壟斷，中長期營業擴張依然值得期待 09/22 18:16
ter278817樓ASML不能賣中國 剩下有能力買的又沒多少 最後肯定得 09/22 18:24
→ ter278818樓降價賣 09/22 18:24
→ ter278819樓未來營收好不好 看訂單就知道了 09/22 18:25
Jerry46920樓丸 09/22 18:25
mune21樓intel 哪有不玩 不是才搶下 amazon 數十億美元的訂 09/22 18:31
→ mune22樓單嗎? intel 還噴了一波 09/22 18:32
good1074023樓113林建字第00127-01號 沒延後就沒事 09/22 18:34
mike060824樓台積電也還在擴廠，總要買新的 09/22 18:37
→ cedca25樓荷蘭人只配幫台灣仔打工 09/22 18:42
→ aloness26樓早該降評了 09/22 18:46
ccmacker27樓股價說明一切，嘻嘻 09/22 18:50
cksai28樓連GG展望都不好了 ASML未來一定慘 09/22 18:52
josephpu29樓買點來了 09/22 18:53
ga27805730樓都賣完了 09/22 18:53