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BofA Securities Reaffirms Buy Rating on ASML, Citing Overreaction to Selloff and Minor China DUV Impact
svmuu.com27/07/2026 14:33
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BofA Securities has reiterated its Buy rating and price target on ASML, stating that the recent selloff was an overreaction. The bank estimates that a shift by China to domestic DUV tools would only reduce ASML's next year's sales by approximately €1.4 billion (2.4%), emphasizing ASML's unmatched EUV leadership and viewing its current valuation as an attractive buying opportunity.
来源：X@DeItaone(华尔街速递) · Source Link
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