{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"ASML Q3\u696d\u7e3e\u5206\u6790 (\u672a\u4f86\u589e\u9577\u653e\u7de9\u55ce?) - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/595491\">ASML Q3\u696d\u7e3e\u5206\u6790 (\u672a\u4f86\u589e\u9577\u653e\u7de9\u55ce?)<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/595491\/embed\" width=\"600\" height=\"338\" title=\"&#8220;ASML Q3\u696d\u7e3e\u5206\u6790 (\u672a\u4f86\u589e\u9577\u653e\u7de9\u55ce?)&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/02\/FI_Prime_FB_Share_cover-500x263.jpg","thumbnail_width":500,"thumbnail_height":263,"description":"ASML\u76f8\u4fe1\u5927\u5bb6\u90fd\u4e0d\u964c\u751f\u4e86\uff0cQ2\u80a1\u50f9\u8868\u73fe\u90a3\u9ebc\u597d\u3002\u90fd\u7c21\u55ae\u4ecb\u7d39\u4e0bASML\u505a\u4ec0\u9ebc\u5427! ASML \u662f\u4e16\u754c\u7d1a\u516c\u53f8\uff0c\u5c24\u5176\u5728\u534a\u5c0e\u9ad4\u8a2d\u5099\u7522\u696d\u5730\u4f4d\u8209\u8db3\u8f15\u91cd\uff0c\u4e3b\u8981\u7684\u696d\u52d9\u70ba\u534a\u5c0e\u9ad4\u524d\u6bb5\u8a2d\u5099\u88fd\u9020\u8207\u92b7\u552e\uff0c\u5728\u534a\u5c0e\u9ad4\u8a2d\u5099\u7522\u696d\u5e02\u5360\u7387\u7d04 22.6%\uff0c\u5168\u7403\u6392\u540d\u7b2c\u4e8c\u3002ASML\u5728\u6676\u5713\u88fd\u9020\u7528\u7684\u5149\u523b\u6a5f\u8a2d\u5099\u70ba\u9f8d\u982d\uff0c\u5e02\u4f54\u7387 80%\u3002 \u4eca\u6b21Q3\u5176\u5be6\u6c92\u6709\u4ec0\u9ebc\u7279\u5225\uff0c\u57fa\u672c\u4e0a\u5404\u9805\u6578\u5b57\u90fd\u662f\u5728\u516c\u53f8\u4e0a\u5b63\u7d66\u7684\u8ca1\u52d9\u9810\u6e2c\u503c\u5340\u9593\u4ee5\u5167\uff0c\u4e26\u672a\u5e36\u7d66\u5e02\u5834\u984d\u5916\u9a5a\u559c\uff0c\u6240\u4ee5\u7c21\u8a55\u4e0b\u5c31\u7b97\u3002\u6211\u5011\u4eca\u7bc7\u5c07\u91cd\u9ede\u79fb\u5411ASML 2022 \u5e74\u7684\u71df\u904b\u589e\u901f\u5c07\u6703\u8b8a\u6210\u5982\u4f55? Q3\u696d\u7e3e\u8868\u73fe \u71df\u6536 52.4 \u5104\u6b50\u5143\uff0c\u74b0\u6bd4\u589e\u957730.4%\u3002 Non-gaap \u6bdb\u5229\u7387 51.7%\u3002 \u55ae\u5b63\u71df\u6536\u548c\u7372\u5229\u90fd\u4f86\u5230\u6b77\u53f2\u65b0\u9ad8\u3002 \u9ad8\u50f9\u7684 EUV \u6a5f\u53f0\u92b7\u552e\u4f9d\u7136\u70ba ASML \u4e3b\u8981\u6210\u9577\u52d5\u80fd\uff0c\u672c\u5b63\u92b7\u91cf 15 \u53f0\u70ba\u6b77\u53f2\u65b0\u9ad8\uff0c\u5982\u6b64\u9ad8\u7684\u92b7\u91cf\u4e00\u90e8\u5206\u662f\u4f86\u81eaQ2\u51fa\u8ca8\u905e\u5ef6\u8a8d\u5217 (\u4e0a\u4e00\u6b21Q2\u696d\u7e3e\u5206\u6790\u6642\u6709\u63d0\u904e)\u3002\u53e6\u4e00\u539f\u56e0\u5247\u662f\u5ba2\u6236\u5c0d EUV \u7684\u63a1\u8cfc\u8a02\u55ae\u5927\u91cf\u4ea4\u8ca8\uff0c\u73fe\u6642\u5927\u90e8\u4efd\u5ba2\u6236\u5728 1 alpha \u88fd\u7a0b\u9996\u6b21\u5c0e\u5165 EUV\uff0c\u63a8\u52d5\u516c\u53f8\u672c\u5b63\u8a18\u61b6\u9ad4\u71df\u6536\u4f86\u5230\u6b77\u53f2\u65b0\u9ad8\uff0c\u4e0d\u50c5\u74b0\u6bd4\u589e\u957794%\uff0c\u540c\u6bd4\u66f4\u52a0\u5927\u5e45\u589e\u9577146.6%\u3002\u8a18\u61b6\u9ad4\u92b7\u552e\u81ea 2019 \u5e74\u521d\u4ee5\u4f86\u4e00\u76f4\u4f4e\u8ff7\uff0c\u4f46\u4eca\u6b21Q3\u5927\u5e45\u6210\u9577\u662f\u8fd1 3 \u5e74\u5c11\u898b\u3002 Q4\u9810\u671f\u6307\u5f15 \u6839\u64daQ4 \u9810\u671f\u6307\u5f15\uff0cASML\u7d66\u7684\u8ca1\u52d9\u9810\u6e2c\u986f\u793a\u71df\u6536\u5c07\u4e0d\u518d\u6210\u9577\u3002\u9996\u5148 Q4 \u71df\u6536\u9810\u6e2c\u503c\u70ba 49~52 \u5104\uff0c\u76f8\u8f03\u65bc\u7b2c\u4e09\u5b63\u8f49\u70ba\u8870\u9000 -0.8~-6.5%\uff1bNon-gaap \u6bdb\u5229\u7387\u9810\u6e2c\u503c\u70ba 51~52%\uff0c\u5e73\u5747\u6578 51.5% \u5927\u7d04\u548c\u7b2c\u4e09\u5b63\u6301\u5e73\uff1b\u6700\u5f8c\u7531\u65bcEUV \u8a02\u55ae\u4e0d\u518d\u5ef6\u7e8c\uff0c\u5728\u624b\u65b0\u8a02\u55ae (new booking) \u7531 82.8 \u5104\u964d\u81f3 61.8 \u5104\u6b50\u5143 \u5c0d\u65bcQ4\u71df\u6536\u9810\u6e2c\u503c\u8f15\u5fae\u4e0b\u6ed1\uff0cASML [&hellip;]"}