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桃儿和两个师父,打破了身高与尺寸的偏见,挑战传统审美观
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桃儿和两个师父,打破了身高与尺寸的偏见,挑战传统审美观

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  芯片制造设备供应商ASML表示,关税政策正在加剧其2025及2026年业绩预期的不确定性。这家荷兰科技巨头同时透露,人工智能浪潮仍是其核心增长引擎。

  首席执行官克里斯托夫·福凯(ChristopheFouquet)在财报声明中强调:“与客户的深入交流印证了我们对2025-2026年增长周期的判断,但近期全球关税政策调整给宏观环境蒙上了更多不确定因素。”

  财务总监罗格·达森(RogerDassen)在公司官网发布的访谈中,具体解析了可能冲击业务的四类关税风险:对美出口设备、进口零部件和工具关税、在美制造所需材料进口关税,以及第三国对美出口产品加征的关税。他特别警告称,关税对全球经济增长的间接影响目前尚难量化。

  “我们正积极联合产业链生态系统,力求最大限度降低整体冲击。”达森透露。

  福凯在季度财报中重申,人工智能革命持续驱动业绩增长。“这种技术革新正在重塑市场格局,不同客户群体受益程度差异显著。正如我们2025年营收区间所反映的,这既带来上行潜力,也伴随下行风险。”

  市场最关注的净新增订单指标显示,2025年第一季度ASML获得39亿欧元(约合44亿美元)订单,低于分析师普遍预期。

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