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Rothschild & Co Asset Management stated in its Q2 investor letter that ASML is one of the best-positioned companies in the AI sector.
Rothschild & Co Asset Management, through its LongRun Equity Strategy fund, noted that ASML's products are critical and unique, and the capacity expansion of Samsung and SK Hynix will drive demand for new tool sales and installed base services.
Source：Yahoo财经 · Source Link
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