Jefferies: ASML's pessimistic outlook marks an important change in prospects.

Jin10 data reported on July 16th that Jefferies analysts wrote in a report to clients that due to the increasing uncertainty brought by Trump tariffs, ASML (ASML.O) can no longer guarantee growth in 2026, marking a significant change in outlook. The analysts stated, "This differs from the company's previous comments, which had indicated that it expected revenue to grow in 2026." The CEO of ASML mentioned that uncertainty is on the rise, primarily due to macroeconomic and geopolitical considerations, including tariffs.

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