[Multiple Wall Street Investment Banks Maintain Bullish Ratings on ASML, Analysts Believe There is Still Room for Upward Revision in Future Orders and Revenue Expectations] BlockBeats News, July 16: Following the release of strong performance and an upward revision of guidance in its latest financial report, multiple Wall Street institutions have maintained an optimistic outlook on ASML, considering the lithography giant to remain one of the most critical equipment suppliers in the AI semiconductor expansion cycle. Bernstein has maintained an Outperform rating for ASML with a target price of $2,623. The firm believes that ASML's order momentum and customer demand remain robust, particularly in advanced processes, AI accelerators, HBM-related logic chips, and the expansion of high-end wafer fabs, which continue to support demand for EUV and advanced lithography equipment. Institutions such as Jefferies, UBS, Citi, and Cantor have also provided positive interpretations of ASML's guidance. Some analysts believe that the company's current capacity planning remains conservative. If TSMC, Samsung, Intel, and memory manufacturers continue to secure capacity in advance for AI demand in 2027 to 2028, there is still room for upward revision in ASML's future orders and revenue expectations. The market's focus has shifted from 'whether AI demand exists' to 'whether capacity can keep up.'