ZT asml 2024 1Q 季报

非常恐怖的是   2024年1季度EUV光刻机提单从2023年4季度的5.6bn 下跌到0.656bn（见下文），跌幅90%。nvda，amd等ai芯片生产厂是EUV的主要订户，EUV的订单下跌90%，暗示nvda，amd2025年的业绩展望要大幅下调。

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Netherlands-based critical chipmaking firm ASML Holding NV (NASDAQ: ASML) reported a fiscal first-quarter 2024 net sales of €5.29 billion, down 21.6% year-on-year. In USD, sales of $5.75 billion missed the consensus of $6.13 billion.

Net bookings for the first quarter were €3.61 billion, compared to €3.75 billion a year ago, down from fourth-quarter net bookings of €9.19 billion.

 

Of these quarterly net bookings, €656 million was EUV for the first quarter, versus fourth-quarter net bookings of €5.6 billion. The stock price declined after the results.