$ASML · Meet Kevin · 2026-11-03
AI 摘要 · Meet Kevin
ASML 是核心持仓；更多买家想要芯片制造设备，因此其 1 月财报时的积压订单应会非常庞大，说话者对届时将公布的增长率感到兴奋。
看涨他说的是几个月内
《The Stock Market, AMD Earnings, and Pre-Election Stream》
Meet Kevin发布 2026-11-03 · 1 段内容
逐段跳播
1 段内容
当然还有 ASML，它是核心，当他们1月份发布财报时，其积压订单会非常惊人，因为更多人想要这些芯片制造机器，我对他们1月份最终公布的增长率相当期待。
and then of course you've got ASML which is your core for their backlog is going to be insane when they reported in January because more people want these chip manufacturing machines pretty excited about uh the growth that they end up reporting in January
观察点
1月报告中公布的订单储备和增长
订单储备非常庞大且增长强劲
支撑看涨观点
这个频道对 $ASML 的历次判断
Meet Kevin 在这只股票上共 2 条判断，这里只列相邻的几条。