108410565
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108410565
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$阿斯麦 (ASML.US)$ 市场高估了中国在光刻技术领域追赶技术差距的速度，却低估了当前市场情绪对人工智能快速变现的依赖程度。
技术差距：中国（如上海微电子）仍在努力大规模稳定生产用于较旧制程节点（28纳米及以上）的DUV步进式光刻技术。至于转向EUV——更不用说High-NA EUV……
技术差距：中国（如上海微电子）仍在努力大规模稳定生产用于较旧制程节点（28纳米及以上）的DUV步进式光刻技术。至于转向EUV——更不用说High-NA EUV……
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108410565 : 不是赌啊，微软和亚马逊的财报证明了，AI可以赚钱啊。现在的巨额资本开支，未来能够赚回来啊。空头最大的逻辑被击破了。