Ben Bajarin· @BenBajarin · X·· 20 天前AI 评分38
AI 导读
$ASML 2026年Q3：定价权显现，在手订单排至2030年 内部观点：上调，信心度高。ASML 已从证明自己能造出足够多的设备，转向为每台设备获得更高的报酬。 https://atlas.creativestrategies.com/notes?note=asml-q3-2026-pricing-power-arrives-and-the-order-book-reaches-2030
AI 生成摘要 · 以原文为准
正文
$ASML Q3 2026: Pricing Power Arrives and the Order Book Reaches 2030
House view: Strengthened, conviction High. ASML has moved from proving it can build enough tools to getting paid more for each one.
来源：Ben Bajarin · x.com