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彻底崩了，哪哪都不行，但是半导体不给一个法克

“哪哪都不行” - 你是说ASML吗？Q2财报revenue和eps都超过预期了，就是Q3 outlook有点差

ASML reported Wednesday fiscal Q2 earnings of 5.90 euros ($6.86) per diluted share, up from 4.01 euros a year earlier.
Analysts polled by FactSet expected 5.24 euros.

Sales for the quarter ended June 29 were 7.69 billion euros, up from 6.24 billion euros a year earlier.
Analysts polled by FactSet expected 7.55 billion euros.

The company expects Q3 sales to range from 7.4 billion euros to 7.9 billion euros. Analysts polled by FactSet are expecting 8.26 billion euros.

The company said it now expects net sales growth of around 15% for 2025. It previously guided for sales of 30 billion euros to 35 billion euros. Analysts polled by FactSet are expecting 32.36 billion euros.

somesome 写了： 2025年 7月 16日 09:31 彻底崩了，哪哪都不行，但是半导体不给一个法克

coolbid 写了： 2025年 7月 16日 11:30 “哪哪都不行” - 你是说ASML吗？Q2财报revenue和eps都超过预期了，就是Q3 outlook有点差

ASML reported Wednesday fiscal Q2 earnings of 5.90 euros ($6.86) per diluted share, up from 4.01 euros a year earlier.
Analysts polled by FactSet expected 5.24 euros.

Sales for the quarter ended June 29 were 7.69 billion euros, up from 6.24 billion euros a year earlier.
Analysts polled by FactSet expected 7.55 billion euros.

The company expects Q3 sales to range from 7.4 billion euros to 7.9 billion euros. Analysts polled by FactSet are expecting 8.26 billion euros.

The company said it now expects net sales growth of around 15% for 2025. It previously guided for sales of 30 billion euros to 35 billion euros. Analysts polled by FactSet are expecting 32.36 billion euros.

预期是下调了的，环比是下降的

"环比是下降的" - I see the data from TradingView

*: EPS: Q1 2025 vs Q2 2025
EPS: $6.83 vs $6.85
Rev: $8.81B vs $8.94B

somesome 写了： 2025年 7月 16日 11:30 预期是下调了的，环比是下降的