花旗：ASML-因关税不确定性下调预期，目前客户计划稳定

A c t i o n | 17 Apr 2025 11:23:20 ET │ 14 pages ASML Holding NV (ASML.AS) Lower estimates on tariff uncertainty, customer plans steady for now CITI'S TAKE ASML had the unenviable task of being the first major chip company to comment on the industry's state of play under the moving target of tariffs. It has kept its 2025 revenue range of €30-35bn and 2026 expectation of growth, but acknowledged greater uncertainty. ASML has not yet had any customers change plans or delay shipment schedules, but the longer/h ...