$ASML · Joseph Carlson After Hours · 2026-11-02
ASML 的竞争优势难以撼动，使其与众不同；股价从市场高点约 2000 美元跌至约 1500 美元后，将这一优势与其约 1500 美元的账面价值相权衡，显得略微低估。说话者持有大量仓位，认为未来有一定上行空间，但并非巨大机会。
逐段跳播
接下来我们看 ASML。这是投资组合中的一大赢家，持仓价值为 110,000 美元，其中 77,000 美元是利润。这只股票在短时间内取得了可观的涨幅。我对 ASML 略有偏爱。
我认为这家公司非常出色。我认为荷兰人做出了别人做不出来的东西。当你去了解这家公司时，会发现它更像一个极其复杂的科学实验。没有谁能真正超越他们、缩小差距，或攻破他们的竞争堡垒。
Now, we move on to ASML. A major winner in the portfolio, with a financial position valued at $110,000, of which $77,000 is profit. This stock has made significant gains in a short time.
I am slightly biased towards ASML. I think this company is incredibly good. I think the Dutch have come up with something that no one else can . When you read about this company, you find that it is more like a very complex scientific experiment .
No one else can really outrun them, close the gap, or breach their competitive fortress.
当我观察这家公司时，我发现它已从最高点略有回落。ASML 的股价曾涨到每股 2,000 美元左右。那是在市场乐观情绪的顶峰，当时一切都顺风顺水。此后，该股回吐了部分涨幅，回落到每股 1,500 美元左右。
When I look at the company, I find that it has retreated slightly from its highest levels. ASML's stock price has risen to around $2,000 per share . This was during the peak of market optimism, when everything was going well .
Since then, the stock has given up some of its gains, falling back to around $1,500 per share .
当 ASML 股价达到 1,900 美元左右时，我卖出了所持头寸的 20%。这笔钱用于投资 Dor Dash 和 Uber。我赚了一些利润，但我仍想保留 ASML 的大量仓位，这就是我们目前的情况。
When ASML stock reached around $1,900, I sold 20% of my position in it. This is what funded my investments in Dor Dash and Uber. I have made some profits, but I still want to maintain a large position in ASML , and that is our current situation.
当我观察这家公司时，我发现它的账面价值约为每股 1,500 美元，但当我评估公允价值，并考虑其竞争优势的强度和独特性时，我
When I look at this company, I find its accounting value to be around $1,500 per share, but when I assess fair value and take into account the strength of the competitive advantage and its uniqueness, I
考虑到市场对这只股票的需求、它无可撼动的竞争优势以及它的独特性，它确实是一家卓越的公司。因此，我认为它目前略有低估。我不认为 ASML 股票代表着一个巨大的机会，但我确实相信这只股票目前仍有部分上涨空间。
Given the demand for this stock, its unassailable competitive advantage, and its unique nature, it truly is an exceptional company. Therefore, I think it is slightly undervalued today.
I don't think ASML stock represents a huge opportunity , but I do believe there is still room for some upside in the stock today.
这个频道对 $ASML 的历次判断
Joseph Carlson After Hours 在这只股票上共 4 条判断，这里只列相邻的几条。