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... (truncated)
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| 公司 | 代码 | 市场 | 报告期 | 营收(USD) | 毛利率 | 净利率 | ROE |
|---|---|---|---|---|---|---|---|
| ASML Holding N.V. | ASML | U | 2025-12-31 | 36.9B | 52.8% | 29.4% | 49.0% |
| Tokyo Electron Limited | 8035.T | JP | 2026-03-31 | 15.4B | 45.3% | 23.5% | 27.8% |
| Advantest Corporation | 6857.T | JP | 2026-03-31 | 7.1B | 64.3% | 33.3% | 47.2% |
| Disco Corporation | 6146.T | JP | 2026-03-31 | 2.8B | 70.2% | 31.0% | 23.1% |
| JX Advanced Metals Corporation | 5016.T | JP | 2026-03-31 | 5.6B | 22.8% | 11.8% | 14.4% |
| Lasertec Corporation | 6920.T | JP | 2025-06-30 | 1.7B | 59.0% | 33.7% | 40.3% |
| SCREEN Holdings Co., Ltd. | 7735.T | JP | 2026-03-31 | 3.8B | 38.5% | 15.2% | 18.9% |
| Kokusai Electric Corporation | 6525.T | JP | 2026-03-31 | 1.5B | 41.2% | 12.8% | 13.7% |
| Hon. Precision, Inc. | 7769.TW | TW | 2025-12-31 | 973.9M | 56.5% | 40.8% | 21.3% |
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... (truncated)
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"growth": "SEMI Reports Global Semiconductor Equipment Billings ... — Jun 4, 2026 · MILPITA…"
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"_autofill_failed": {
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{
"title": "ASML上调业绩指引:AI芯片股迎来重大利好 | Bobby",
"body": "ASML业绩超预期并上调2025年展望,预示AI芯片需求强劲。我们的观点:ASML是布局AI领域的核心买入标的。了解哪些半导体股票受益最大。",
"url": "https://bobby.ai/zh-Hans/markets/asml-s-bullish-guidance-signals-strong-ai-chip-demand"
}
],
"signal_2": [
{
"title": "坚持 - 知乎专栏",
"body": "2026年6月28日 · ... ASML光刻、NF₃供长存3D NAND)。 故事:配套成渝半导体集群,但\"故事跑得比业绩快\",一季报毛利率33%还算稳,估值不便宜。6/29观望,不适合短线爆发。",
"url": "https://zhuanlan.zhihu.com/p/2054502619998164544"
},
{
"title": "分析师称美股即将迎来历史上表现强劲的行情窗口期 - 新浪财经",
"body": "2026年8月12日 · 随着人工智能驱动的牛市将迎四岁生日,部分投资者担忧涨势到头,而技术策略师杰伊·凯佩尔认为股市一轮18个月强劲行情才开始。他发现一个七年周期, ...",
"url": "https://finance.sina.com.cn/stock/usstock/c/2026-08-12/doc-inimzivt3740525.shtml"
}
],
"signal_3": [
{
"title": "阿斯麥(ASML)股票8月18日開盤下跌3.39%:原因全解讀 - 华盛通",
"body": "20
... (truncated)
{
"xueqiu_cubes": [],
"xueqiu_meta": {
"http_status": 200,
"source": "http",
"login_required": true,
"hint": "set UZI_XQ_LOGIN=1 + run `python -m lib.xueqiu_browser login` (one-time)"
},
"tgb_mentions": [
{
"error": "tgb fetch failed: HTTPSConnectionPool(host='www.taoguba.com.cn', port=443): Max retries exceeded with url: /Article/list/all?keyword=ASML (Caused by SSLError(SSLCertVerificationError(1, \"[SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: Hostname mismatch, certificate is not valid for 'www.taoguba.com.cn'. (_ssl.c:1000)\")))"
}
],
"ths_simu": [
{
"note": "ths simu endpoint requires login or blocked"
}
],
"dpswang": [],
"summary": {
"xueqiu_cubes_total": 0,
"high_return_cubes": 0,
"s_tier_holders": 0,
"a_tier_holders": 0,
"b_tier_holders": 0,
"tgb_mentions_count": 0,
"ths_evidence_count": 0,
"xueqiu_login_required": true,
"xueqiu_source": "http"
},
"fallback_queries": [
"淘股吧 实盘 ASML 持仓",
"挑战者杯 ASML",
"雪球 实盘组合 ASML 50%",
"全国期货实盘大赛 ASML"
],
"_note": "⚠️ XueQiu cubes 接口 2026 起需登录。当前未启用 Playwright 登录,0 cube 收录。如需启用:export UZI_XQ_LOGIN=1 然后 python -m lib.xueqiu_browser login 一次性登录。或 --skip-login-sources 接受跳过(其他维度不影响)。"
}
| g=1.5% | g=2.0% | g=2.5% | g=3.0% | g=3.5% | |
|---|---|---|---|---|---|
| WACC 5.0% | $1113.48 | $1257.29 | $1459.56 | $1765.02 | $2279.71 |
| WACC 6.0% | $857.2 | $933.77 | $1032.47 | $1164.51 | $1350.23 |
| WACC 7.0% | $695.36 | $741.25 | $797.42 | $867.79 | $958.49 |
| WACC 8.0% | $584.07 | $613.76 | $648.88 | $691.08 | $742.74 |
| WACC 9.0% | $502.98 | $523.24 | $546.63 | $573.95 | $606.28 |
| METRIC | MIN | MEDIAN | MAX | 目标分位 |
|---|---|---|---|---|
| PE | 27.44 | 43.57 | 69.39 | 62% |
| PB | 5.08 | 10.84 | 23.75 | 100% |
| ROE | 13.73 | 22.18 | 47.17 | 50% |
| NET-MARGIN | 11.83 | 27.27 | 40.84 | 50% |