ASML offers a compelling long-term investment thesis. It is a leading company with strong technical and operational capabilities, despite short-term challenges from its second- and third-largest customers, Intel and Samsung. ASML is making continuous advancements in its extreme ultraviolet technology and productivity, which are anticipated to benefit its customers. We believe the shares present an attractive risk/reward profile over the next three years, as the current price appears to incorporate excessive negativity. The company's outstanding management team has consistently shown strategic foresight and operational excellence, further enhancing its market position and future prospects.
市场分析
