律动BlockBeats|Jul 28, 2026 00:52
[Citrini Analyst: China's Progress in DUV Not Surprising, ASML and Other Semiconductor Equipment Stocks Oversold]
BlockBeats News, July 28, Citrini analyst Jukan posted on social media stating that the news of China's progress in DUV lithography technology is not particularly surprising, as the market had already formed certain expectations about it. He pointed out that the related report from The Information only cited remarks made by a professor from a Chinese university of transportation during an internal meeting in June, without disclosing more substantive information. Jukan believes that the sell-off in semiconductor equipment stocks like ASML in response to this news is an overreaction. [Original Link]
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