ASML上调2026年销售额预期至440亿美元
ASML Raises Full-Year Sales Outlook
ASML作为半导体设备龙头，其业绩指引直接反映全球AI算力基础设施建设的景气度与供应链瓶颈现状。建议关注其对上游资本开支周期的指示意义及产能扩张进度。
Now ASML has upgraded the low end of its 2026 sales forecast as soaring AI spending fuels demand for the Dutch company's chip making machines. For more, let's go to Dublin and speak to Bloomberg anchor Tom Mackenzie, who's there for the International AI Summit. Tom, ASML has indicated it won't fully meet demand in the next two years. How significant is this? Well, it is significant, and it reminds us that that demand from its customers, TSMC, Samsung, Intel, of course, the factories that actually produce and churn out the chips that are used in this AI revolution, of course, also chips that go into everything from fridges to cars, that that demand from their end customer, from those foundries remains very, very strong indeed.
如今，随着AI支出激增推动对荷兰公司芯片制造设备的需求，ASML已上调其2026年销售预测的下限。更多详情，让我们连线都柏林，采访彭博社主播汤姆·麦肯齐，他正在出席国际AI峰会。汤姆，ASML表示在未来两年内将无法完全满足需求。这有多重要？嗯，这很重要，它提醒我们，来自其客户——台积电、三星、英特尔，当然还有那些实际生产并源源不断产出用于这场AI革命的芯片的工厂——对这些芯片的需求非常强劲，这些芯片也应用于从冰箱到汽车等各个领域。因此，来自终端客户、来自这些代工厂的需求确实非常非常强劲。
This is a third consecutive quarter, Stephen, where they have raised ASML that forecast. This time on the low end of the range, so from 44,000,000,000 US dollars to 44,000,000,000 US dollars at the at the low end from 43,000,000,000 US dollars. Top end, $45,000,000,000 of annual sales is now what is being projected by this by this company. This is the company that has a lead time of about one year, so it's a really good indicator of that forward demand at a time, of course, when overnight you had concerns reflected in the movements around applied materials in The US, which didn't give detailed picture and detailed numbers in terms of the forecast for that company.
这是连续第三个季度，斯蒂芬，他们上调了ASML的预测。这次是在区间下限，即从430亿美元上调至440亿美元。上限为450亿美元的年度销售额，目前正是该公司所预测的数字。这家公司的交货期约为一年，因此它是衡量未来需求的一个非常好的指标。与此同时，当然，由于Applied Materials（应用材料公司）在美国的股价波动反映了人们的担忧，但该公司并未提供详细的预测画面和具体数字。
At a time when you had the CEO, of course, of Broadcom talking about some investors in the AI space acting like they were in a casino. ASML coming out and validating that the demand is still there. And if there are any question marks, if there are any flies in the ointments, it's this, that this is a company that is unable to fulfill that demand. That is what the CEO is saying. 2027, 2028, they're gonna struggle to fit...
在博通（Broadcom）的首席执行官当然谈到AI领域的某些投资者表现得像在赌场里一样时，ASML出来证实需求依然存在。如果有任何疑问，如果有美中不足之处，那就是这家公司无法履行该需求。这就是首席执行官所说的。2027年、2028年，他们将难以满足……
Fill that demand. This is a company that Neveldhofen in Netherlands is building out additional capacity. They're looking to increase capacity again by about 30%. So the demand is incredibly strong. The challenge for ASML is actually meeting that demand at this point.
满足这一需求。这是一家位于荷兰奈梅亨的公司，正在扩建额外产能。他们计划再次将产能提高约30%。因此，需求极其强劲。ASML目前的挑战实际上是满足这一需求。
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