Hacker News AI · 2026/10/14 22:38:55
ASML 强劲订单缓解 AI 算力见顶担忧：Q4 销售超预期印证芯片需求持续
原标题：ASML's strong orders ease fears AI spending boom is running out of steam
68AI 研判分
核心综述
光刻机巨头 ASML 公布第四季度销售指引超出市场预期，其强劲的在手订单有效缓解了投资者对 AI 基础设施支出热潮即将退潮的担忧。这一数据表明上游半导体设备需求依然旺盛，间接证实了全球范围内对高性能计算芯片的采购热度尚未降温。
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URL Source: https://www.reuters.com/business/asml-forecasts-q4-sales-above-expectations-ai-chip-demand-2026-10-14/
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