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ASML Holding N.V. (ASML): A Bull Case Theory
Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
Goldman Sachs: Demand for Lithography Equipment remains robust, Bullish on ASML Holding (ASML.US) for another 40% increase.
Goldman Sachs published a Research Report, reaffirming the Buy rating for ASML Holding shares, and set a 12-month Target Price of 1010 euros.
Huawei Is Set to Mass Produce Its Latest AI Chip. How Will This Shake Up the US-China Semiconductor Landscape?
Shares of Semiconductor Companies Are Trading Lower in Sympathy With Nvidia, Which Reversed Amid a Possible Selloff After Reporting Q4 Financial Results.
Express News | Shares of Semiconductor Companies Are Trading Lower in Sympathy With Nvidia, Which Reversed Amid a Possible Selloff After Reporting Q4 Financial Results
