ASML warns 2026 growth outlook not due to sector fundamental

来源: 于 2025-07-16 05:43:38 [旧帖] [给我悄悄话] 本文已被阅读：次

1. ASML  warns 2026 growth outlook;

2. But it did not cited the sector fundamentals;

3. It is because of the uncertainty of tariff.

 

therefore, ASML's warning is not the precursor of semi sector fundamental weakeness.