<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/01/brian-kostiuk-S4jSvcHYcOs-unsplash21.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/01/brian-kostiuk-S4jSvcHYcOs-unsplash21.jpg"/></p>
<p>ASML 控股（纳斯达克：ASML）在周一继续上涨，此前美国银行的一位高级分析师表示，它可能会成为英特尔与英伟达之间最近 50 亿美元协议的主要受益者。</p>
<p>上述交易被广泛预计将增强英特尔在数据中心和个人电脑领域的竞争力。</p>
<p>这反过来可能会推动对半导体制造设备的需求——ASML 的核心业务。</p>
<p>美国银行对 ASML 股票的看涨预测尤其重要，因为该股在过去五个月中已经出现了明显的上升趋势。</p>
<p>截至目前，与 4 月份的年初低点相比，股价已上涨超过 60%。</p>
<h2>英特尔 - 英伟达交易可能为 ASML 股票解锁新需求</h2>
<p>英特尔与英伟达的合作不仅仅是战略握手——它实际上可能成为 ASML 增长的潜在催化剂。</p>
<p>通过将英特尔的处理器嵌入英伟达的人工智能系统，反之亦然，该交易使英特尔能够在高性能计算领域重新夺回市场份额。</p>
<p>这种复苏可能会转化为对半导体制造的资本支出增加——包括对 ASML 先进光刻工具的采购。</p>
<p>美国银行分析师 Didier Scemama 指出，“在数据中心和个人电脑领域，潜在的更具竞争力的英特尔对半导体行业应该是积极的，” 其中包括 ASML 的股票。</p>
<p>虽然英特尔 - 英伟达的交易不包括代工合作，但它为英特尔的路线图注入了新的动力——这一路线图可能会在满足日益增长的芯片需求时严重依赖 ASML 的设备。</p>
<p>尽管该协议未达到全面的代工合作，但它为英特尔的路线图注入了新的动力——这一路线图可能会在满足日益复杂的芯片需求时严重依赖 ASML 的设备。</p>
<h2>ASML 股票将受益于光刻设备需求</h2>
<p>ASML 的核心业务——用于芯片生产的光刻系统——今年已经看到需求大幅激增。</p>
<p>随着半导体公司竞相制造更强大和更高效的芯片，对尖端光刻工具的需求也在加剧。</p>
<p>ASML 目前在极紫外（EUV）机器市场中占据主导地位，预计将从这一趋势中受益。</p>
<p>此外，英特尔在 NVDA 投资后可能需要在其制造能力上进行相当大的投资，这可能进一步推动对 ASML 产品的需求，因为英特尔依赖其光刻机来生产最复杂的芯片。</p>
<p>美国银行分析师 Didier Scemama 还强调，设备订单的增加是其看涨立场的一个关键原因。</p>
<p>简而言之，随着芯片制造商加大生产以满足人工智能和云计算的需求，这家荷兰公司的专业机械正变得不可或缺，这可能为 ASML 股票解锁进一步的上涨空间。</p>
<h2>未来还有什么可能使 ASML 股票受益？</h2>
<p>除了英特尔 - 英伟达交易外，ASML 股票的长期前景还受到预计将在美国开设多个芯片制造设施的支持。</p>
<p>英特尔、三星和台积电都在计划新的工厂，这可能会显著提升对 ASML 设备的需求。</p>
<p>根据 Scemama 的说法，“投资者可能会关注 2027 年，那时由于美国多个新工厂的开设，收入将大幅加速……”</p>
<p>这些设施将需要先进的光刻系统来生产下一代芯片，使 ASML 成为关键供应商。</p>
<p>随着地缘政治的顺风助力国内半导体生产，ASML 股票对这些项目的曝光可能在未来几年推动显著的收入增长。</p>
<p>关于 ASML 股票：它可能如何受益于英特尔 - 英伟达交易的文章首次出现在 Invezz 上。</p>

ASME

阿斯麦

英特尔

<p>ASML 控股（NASDAQ: ASML）预计将受益于最近的 50 亿美元英特尔 - 英伟达交易，该交易旨在增强英特尔在数据中心和个人电脑领域的竞争力。这一合作可能会推动对 ASML 半导体制造设备的需求，特别是其先进的光刻工具。美国银行分析师 Didier Scemama 指出，英特尔在高性能计算领域的复苏可能导致半导体制造的资本支出增加。此外，预计在美国新芯片制造设施的推出可能进一步提升 ASML 的长期前景和收入增长</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/01/brian-kostiuk-S4jSvcHYcOs-unsplash21.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2025/01/brian-kostiuk-S4jSvcHYcOs-unsplash21.jpg"/></p>
<p>ASML Holding (NASDAQ: ASML) is extending gains on Monday after a senior Bank of America analyst said it could be a major beneficiary of the recent $5.0 billion agreement between Intel and Nvidia.</p>
<div class="lb-trans"><p>ASML 控股（纳斯达克：ASML）在周一继续上涨，此前美国银行的一位高级分析师表示，它可能会成为英特尔与英伟达之间最近 50 亿美元协议的主要受益者。</p>
</div><p>The aforementioned deal is broadly expected to strengthen Intel’s competitiveness in data centres and PCs.</p>
<div class="lb-trans"><p>上述交易被广泛预计将增强英特尔在数据中心和个人电脑领域的竞争力。</p>
</div><p>That, in turn, could drive demand for semiconductor manufacturing equipment – ASML’s core business.</p>
<div class="lb-trans"><p>这反过来可能会推动对半导体制造设备的需求——ASML 的核心业务。</p>
</div><p>BofA’s bullish call on ASML stock is particularly significant because it has already been in a sharp uptrend over the past five months.</p>
<div class="lb-trans"><p>美国银行对 ASML 股票的看涨预测尤其重要，因为该股在过去五个月中已经出现了明显的上升趋势。</p>
</div><p>At the time of writing, it’s up over 60% versus its year-to-date low in April.</p>
<div class="lb-trans"><p>截至目前，与 4 月份的年初低点相比，股价已上涨超过 60%。</p>
</div><h2>Intel-Nvidia deal could unlock new demand for ASML stock</h2>
<div class="lb-trans"><h2>英特尔 - 英伟达交易可能为 ASML 股票解锁新需求</h2>
</div><p>Intel-Nvidia collaboration is more than a strategic handshake – it could actually prove a potential catalyst for ASML’s growth.</p>
<div class="lb-trans"><p>英特尔与英伟达的合作不仅仅是战略握手——它实际上可能成为 ASML 增长的潜在催化剂。</p>
</div><p>By embedding Intel’s processors into Nvidia’s AI systems and vice versa, the deal positions Intel to regain ground in high-performance computing.</p>
<div class="lb-trans"><p>通过将英特尔的处理器嵌入英伟达的人工智能系统，反之亦然，该交易使英特尔能够在高性能计算领域重新夺回市场份额。</p>
</div><p>That resurgence could translate into increased capital spending on semiconductor fabrication – including purchases of ASML’s advanced lithography tools.</p>
<div class="lb-trans"><p>这种复苏可能会转化为对半导体制造的资本支出增加——包括对 ASML 先进光刻工具的采购。</p>
</div><p>Bank of America analyst Didier Scemama noted, “a potentially more competitive Intel in both datacenters and PCs should be positive for semicaps,” which include ASML shares.</p>
<div class="lb-trans"><p>美国银行分析师 Didier Scemama 指出，“在数据中心和个人电脑领域，潜在的更具竞争力的英特尔对半导体行业应该是积极的，” 其中包括 ASML 的股票。</p>
</div><p>While the Intel-Nvidia transaction doesn’t include a foundry partnership, it injects fresh momentum into INTC’s roadmap – one that could lean heavily on ASML’s equipment to meet rising chip demand.</p>
<div class="lb-trans"><p>虽然英特尔 - 英伟达的交易不包括代工合作，但它为英特尔的路线图注入了新的动力——这一路线图可能会在满足日益增长的芯片需求时严重依赖 ASML 的设备。</p>
</div><p>While the agreement stops short of a full foundry partnership, it injects fresh momentum into Intel’s roadmap—one that could lean heavily on ASML equipment to meet rising chip complexity.</p>
<div class="lb-trans"><p>尽管该协议未达到全面的代工合作，但它为英特尔的路线图注入了新的动力——这一路线图可能会在满足日益复杂的芯片需求时严重依赖 ASML 的设备。</p>
</div><h2>ASML shares to benefit from lithography equipment demand</h2>
<div class="lb-trans"><h2>ASML 股票将受益于光刻设备需求</h2>
</div><p>ASML’s core business – lithography systems used in chip production – is already seeing a massive surge in demand this year.</p>
<div class="lb-trans"><p>ASML 的核心业务——用于芯片生产的光刻系统——今年已经看到需求大幅激增。</p>
</div><p>As semiconductor firms race to build more powerful and efficient chips, the need for cutting-edge photolithography tools has intensified.</p>
<div class="lb-trans"><p>随着半导体公司竞相制造更强大和更高效的芯片，对尖端光刻工具的需求也在加剧。</p>
</div><p>ASML, which currently dominates the market for extreme ultraviolet (EUV) machines, stands to benefit from this trend.</p>
<div class="lb-trans"><p>ASML 目前在极紫外（EUV）机器市场中占据主导地位，预计将从这一趋势中受益。</p>
</div><p>Moreover, Intel will likely need to invest rather heavily in its manufacturing capabilities after the NVDA investment, which could further boost demand for ASML’s offerings as INTC relies on its lithography machines to produce the most sophisticated chips.</p>
<div class="lb-trans"><p>此外，英特尔在 NVDA 投资后可能需要在其制造能力上进行相当大的投资，这可能进一步推动对 ASML 产品的需求，因为英特尔依赖其光刻机来生产最复杂的芯片。</p>
</div><p>BofA analyst Didier Scemama also highlighted the uptick in equipment orders as a key reason for its bullish stance.</p>
<div class="lb-trans"><p>美国银行分析师 Didier Scemama 还强调，设备订单的增加是其看涨立场的一个关键原因。</p>
</div><p>In short, with chipmakers ramping up production to meet AI and cloud computing needs, the Dutch company’s specialised machinery is becoming indispensable, which could unlock further upside in ASML shares.</p>
<div class="lb-trans"><p>简而言之，随着芯片制造商加大生产以满足人工智能和云计算的需求，这家荷兰公司的专业机械正变得不可或缺，这可能为 ASML 股票解锁进一步的上涨空间。</p>
</div><h2>What else could benefit ASML stock moving forward?</h2>
<div class="lb-trans"><h2>未来还有什么可能使 ASML 股票受益？</h2>
</div><p>Beyond the Intel-Nvidia deal, ASML stock’s long-term prospects are bolstered by the expected launch of multiple chipmaking facilities across the US.</p>
<div class="lb-trans"><p>除了英特尔 - 英伟达交易外，ASML 股票的长期前景还受到预计将在美国开设多个芯片制造设施的支持。</p>
</div><p>Intel, Samsung, and TSMC are all planning new fabs, which could significantly boost demand for ASML’s equipment.</p>
<div class="lb-trans"><p>英特尔、三星和台积电都在计划新的工厂，这可能会显著提升对 ASML 设备的需求。</p>
</div><p>According to Scemama, “Investors are likely to focus on 2027, which should see a substantial revenue acceleration… owing to the opening of several new fabs in the US.”</p>
<div class="lb-trans"><p>根据 Scemama 的说法，“投资者可能会关注 2027 年，那时由于美国多个新工厂的开设，收入将大幅加速……”</p>
</div><p>These facilities will require advanced lithography systems to produce next-generation chips, positioning ASML as a key supplier.</p>
<div class="lb-trans"><p>这些设施将需要先进的光刻系统来生产下一代芯片，使 ASML 成为关键供应商。</p>
</div><p>With geopolitical tailwinds favouring domestic semiconductor production, ASML’s shares’ exposure to these projects could drive meaningful revenue growth over the next few years.</p>
<div class="lb-trans"><p>随着地缘政治的顺风助力国内半导体生产，ASML 股票对这些项目的曝光可能在未来几年推动显著的收入增长。</p>
</div><p>The post ASML stock: how it may benefit from Intel-Nvidia deal appeared first on Invezz</p>
<div class="lb-trans"><p>关于 ASML 股票：它可能如何受益于英特尔 - 英伟达交易的文章首次出现在 Invezz 上。</p>
</div>

ASML stock: how it may benefit from Intel-Nvidia deal

- ASML 受益于 Intel 与 Nvidia 的 50 亿美元协议，推动半导体设备需求。  
- 该协议可能增强 Intel 在数据中心和 PC 领域的竞争力。  
- ASML 的光刻设备需求激增，未来前景乐观。  

阿斯麦股票：它可能如何从英特尔与英伟达的交易中获益