阿斯麦业绩暴雷引发全球芯片类股暴跌Global chip stocks plunged, with a total market value loss exceeding $420 billion.
It was learned from the Zhang Finance APP that the lithography giant asml holding (ASML.US) issued disappointing performance guidance, triggering a global plunge in chip stocks, with a total market value loss exceeding $420 billion.
The warning issued by asml holding poured cold water on the rebound of chip stocks from the summer sell-off. Earlier this week, the stock price of the leading chip manufacturer Nvidia (NVDA.US) hit a new high as market concerns over the latest production issues of its artificial intelligence products eased.
Asml holding's performance collapse triggered a global plunge in chip stocks.
It was reported that on Tuesday local time, asml holding's financial report, originally scheduled to be released on Wednesday, was unexpectedly released in advance. The company's third-quarter performance collapsed, with revenue and gross margin meeting expectations, but orders falling short of market expectations by half, and next year's sales target being lowered. As a result of this news, asml holding's stock price on the European stock market experienced its biggest drop since 1998.
Citigroup analyst Atif Malik said that due to sluggish development in non-artificial intelligence applications and factors such as Intel cutting expenses, it is expected that asml holding's forecast for 2025 will be relatively weak, but the 'surprising extent of the adjustment'.
During the Asia trading session on Wednesday, chip stocks such as Tokyo Electron Ltd. Unsponsored ADR fell by 10% at one point. The stock price of Taiwan Semiconductor, which will announce its performance on Thursday, fell by as much as 3.3%.
However, some investors believe that the difficulties faced by asml holding may be unique to this Dutch company. The demand for artificial intelligence remains strong, and China's policies to boost the economy are seen as helpful for a more widespread recovery.
Fibonacci Asset Management Global Pte's CEO, Jung In Yun, said: 'We believe chip manufacturers are strategically reducing their orders with asml holding, which has a negative impact on asml holding's profits.' He mentioned that it is currently unclear whether the driving factor is cost-cutting or other strategic reasons, and also pointed out that China's stimulus measures may stimulate a rebound in chip demand.
