Brian Feroldi 对 $ASML 的判断变化

2026-08-26
ASML vs TSM: Which semiconductor stock is the BETTER BUY right now?
ASML拥有强劲的竞争地位和增长前景,但其当前估值过高,在出现显著价格回调之前不具备吸引力。

我对这个行业了解很多,但对 ASML 和 TSMC 的具体情况不太了解。半导体产业链中两个至关重要的输入设备制造商。

I know a lot on the industry but not on the specifics for ASML and TSMC. Two vitally important input makers to the semiconductor chain.

本周的对决是 ASML 对阵 TSMC。但我们将通过简化者七框架来审视这两家公司,并问自己这两只股票中哪一只今天更值得买入。

And this week's match up winner was ASML versus TSMC. But we're going to take both these companies through the simplifier seven framework and we're going to ask ourselves which of these two stocks is the better buy today.

所以请在聊天中告诉我们。我们是在和股东对话吗?你持有其中一只、两只、都没有,还是在观察名单上?请告诉我们你对这些股票的兴趣程度。

So let us know in the chat. Are we talking to shareholders? Do you own either, both, neither, on your watch list? Let us know your interest level in these stocks.