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）的股價週三繼續下跌，延續了週二的大幅跌勢，因芯片設備製造商削減了全年展望。
What Happened: ASML shares closed Tuesday down 16% after the company lowered its sales outlook due to weak demand for chips outside of AI.
發生了什麼事：阿斯麥的股價在週二收盤時下跌了16%，因爲該公司由於人工智能之外芯片需求疲弱而調低了銷售展望。
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7500000000歐元（81600000000美元），超過了分析師對7120000000歐元的估值，但這家荷蘭公司將全年銷售指導的高端從30000000000歐元至40000000000歐元的區間調低至新的30000000000歐元至35000000000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.
「雖然人工智能領域仍然有強勁的發展和上行潛力，但其他市場細分在恢復上需要更長時間。現在看來，恢復速度比之前預期的要慢，預計這種情況將持續至2025年，這導致客戶更加謹慎，」阿斯麥CEO克里斯托弗·富凱在業績中表示。
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，該公司的季度業績意外提前發佈。在週三早上與投資者和分析師舉行的電話會議上，富凱爲這一失誤道歉，並稱這是「不幸的」，據MarketWatch報道。
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.
據報道，阿斯麥CEO在電話會議上表示，預計半導體市場的疲軟將主要影響其在中國的較不先進系統的銷售。他還解釋稱，降低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.
富凱在電話會議上表示：「我們對人工智能依然持樂觀態度。」
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股份有限公司（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）都面臨着巨大的拋售壓力。英偉達週三上漲超過2%，美光上漲約4%，AMD交投偏高，英特爾寫作時下跌約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.
彭博社本週報道，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人工智能芯片。該報道還使芯片股在週二下跌。
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，阿斯麥的股價在發佈時下跌5.86%，報687.61美元。
Photo: Shutterstock.
照片：shutterstock。
