仍看好 ASML：其最新财报显示，芯片制造客户预计供应至少到 2028 年都将低于需求。
看涨他说的是几年内
《CoreWeave, Nebius & IREN Are Crashing...The Market Is Wrong》
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让我感到兴奋、或者说依然乐观的第二个原因是 ASML。ASML 刚刚公布了财报。ASML 表示，其芯片制造客户预计，供应至少到 2028 年都将低于需求。
The second reason that makes me excited or still optimistic is ASML. ASML has just announced its earnings. ASML says its chip-manufacturing customers expect supply to remain below demand until at least 2028.