ASML Holding Stock Continues To Slide, Other Chipmakers Bounce Back: 'We Are Still Quite Optimistic About AI'
ASML Holding Stock Continues To Slide, Other Chipmakers Bounce Back: 'We Are Still Quite Optimistic About AI'
"While there continue to be strong developments and upside potential in AI, other market segments are taking longer to recover. It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness," ASML CEO ASML Holding N.V. (NASDAQ:ASML) shares continue to move lower on Wednesday, adding to steep losses from Tuesday after the chip equipment maker cut its full-year outlook.
阿斯麥控股公司（納斯達克:ASML）股價繼續在週三走低，繼週二芯片設備製造商削減全年業績預期後，又遭遇急劇虧損。
What Happened: ASML shares closed Tuesday down 16% after the company lowered its sales outlook due to weak demand for chips outside of AI.
發生了什麼：由於人工智能以外芯片需求疲弱，阿斯麥股價週二收盤下跌16％，該公司降低了銷售預期。
ASML reported third-quarter net sales of 7.5 billion euros ($8.16 billion), beating analyst estimates of 7.12 billion euros, but the Dutch company lowered the high end of its full-year sales guidance from a range of 30 billion euros to 40 billion euros to a new range of 30 billion euros to 35 billion euros.
阿斯麥報告第三季度淨銷售額爲75000000000歐元（81600000000美元），超過分析師預估的71200000000歐元，但荷蘭公司將全年銷售指引的最高端從300億歐元至400億歐元的區間下調到新的300億至350億歐元的區間。
"While there continue to be strong developments and upside potential in AI, other market segments are taking longer to recover. It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness," ASML CEO Christopher Fouquet said in the earnings release.
「儘管人工智能領域仍在發展，並且有上行潛力，但其他市場細分要復甦需要更長時間。現在看來，復甦進程比預期更爲緩慢。預計將持續到2025年，這將導致客戶謹慎謹慎行事，」阿斯麥首席執行官克里斯托弗·富基在收益發布中表示。
To make matters worse, the company's quarterly results were accidentally published a day ahead of the scheduled release time. On a conference call with investors and analysts Wednesday morning, Fouquet apologized for the mishap and called it "unfortunate, "according to MarketWatch.
更糟糕的是，公司季度業績意外提前一天發佈。在週三上午與投資者和分析師召開的電話會議上，富基就此致歉，並稱其爲「不幸」，據MarketWatch。
The ASML CEO reportedly said on the call that the forecasted weakness in the semiconductor market is expected to mainly impact sales of its less advanced systems in China. He also explained that lower chip demand is primarily coming from the automobile and consumer electronics industries.
阿斯麥首席執行官據稱在電話會議中表示，預測的半導體市場疲軟預計主要影響公司在中國的較不先進系統的銷售。他還解釋說，較低的芯片需求主要來自汽車和消費電子行業。
"We are still quite optimistic about AI," Fouquet said on the call.
「我們對人工智能仍然非常樂觀，」富基在電話會議上說。
AI chip leader NVIDIA Corp (NASDAQ:NVDA) fell more than 4% on Tuesday while other chipmakers like Advanced Micro Devices Inc (NASDAQ:AMD), Intel Corp (NASDAQ:INTC) and Micron Technology Inc (NASDAQ:MU) all faced significant selling pressure. Nvidia was up more than 2% on Wednesday, Micron was up about 4%, AMD was trading narrowly higher and Intel was down about 1% at the time of writing.
人工智能芯片領導者英偉達公司（納斯達克:NVDA）週二下跌超過4％，而其他芯片製造商如美國超微公司（納斯達克:AMD）、英特爾公司（納斯達克:INTC）和美光科技公司（納斯達克:MU）都面臨巨大的賣壓。 英偉達週三上漲超過2％，美光大約上漲4％，AMD交投區間略高，英特爾在撰寫時下跌約1％。
Bloomberg reported this week that the Biden administration was weighing capping sales of advanced AI chips from Nvidia and other U.S. chipmakers. That report also weighed on chip stocks on Tuesday.
彭博本週報道，拜登政府正在考慮限制英偉達和其他美國芯片製造商銷售ai芯片。該報道也對週二的芯片股產生了影響。
ASML Price Action: ASML Holding shares were down 5.86% at $687.61 at the time of publication, according to Benzinga Pro.
ASML股價走勢：根據Benzinga Pro的數據，在發稿時，ASML Holding股價下跌了5.86%，報687.61美元。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。
