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半導體EUV設備大廠 ASML 公布Q1財報，營收年增46%至77億歐元符合預期，毛利率54%因為EUV的佔比高於預期。Q1總共交付了77台微影系統，其中EUV佔比56%。

但是訂單量39.4億則低於預期的48.5億。不過公司仍然維持全年300-350億歐元的營收預期。

鑑於關稅帶來的不確定性， $ASML 為2025年Q2的毛利率預計在50%至53%之間。公司預計Q2總營收將在72億至77億歐元之間，低於市場預期的77.3億歐元。

ASML執行長Christophe Fouquet指出，AI仍然是市場的主要驅動力，但近期的關稅公告為市場前景增添了變數。

更完整內容可以看這篇
https://www.patreon.com/posts/asml-2025q1ding-126775343?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=telegram&utm_content=join_link

IEObserve 國際經濟觀察
半導體EUV設備大廠 ASML 公布Q1財報，營收年增46%至77億歐元符合預期，毛利率54%因為EUV的佔比高於預期。Q1總共交付了77台微影系統，其中EUV佔比56%。

但是訂單量39.4億則低於預期的48.5億。不過公司仍然維持全年300-350億歐元的營收預期。

鑑於關稅帶來的不確定性， $ASML 為2025年Q2的毛利率預計在50%至53%之間。公司預計Q2總營收將在72億至77億歐元之間，低於市場預期的77.3億歐元。

ASML執行長Christophe Fouquet指出，AI仍然是市場的主要驅動力，但近期的關稅公告為市場前景增添了變數。

更完整內容可以看這篇
https://www.patreon.com/posts/asml-2025q1ding-126775343?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=telegram&utm_content=join_link
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ASML 2025Q1訂單不如預期 關稅不確定性籠罩前景 | IEObserve
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Telegram auto-delete message, expiring invites, and more

elegram is updating its messaging app with options for auto-deleting messages, expiring invite links, and new unlimited groups, the company shared in a blog post. Much like Signal, Telegram received a burst of new users in the confusion over WhatsApp’s privacy policy and now the company is adopting features that were already part of its competitors’ apps, features which offer more security and privacy. Auto-deleting messages were already possible in Telegram’s encrypted Secret Chats, but this new update for iOS and Android adds the option to make messages disappear in any kind of chat. Auto-delete can be enabled inside of chats, and set to delete either 24 hours or seven days after messages are sent. Auto-delete won’t remove every message though; if a message was sent before the feature was turned on, it’ll stick around. Telegram’s competitors have had similar features: WhatsApp introduced a feature in 2020 and Signal has had disappearing messages since at least 2016.

半導體EUV設備大廠 ASML 公布Q1財報，營收年增46%至77億歐元符合預期，毛利率54%因為EUV的佔比高於預期。Q1總共交付了77台微影系統，其中EUV佔比56%。

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Yes! Voice calls are currently available to users around the world.

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