过去一年,ASML 一直是我个人投资组合中最大的赢家之一。去年(2025年)我大幅增持了这只股票,现在可以看到,该持仓已获利约 157%。
ASML has been one of the biggest winners in my personal investment portfolio over the past year. I significantly increased my investment in this stock last year in 2025, and you can now see that I have made a profit of approximately 157% on this position .
这确实是我个人投资组合近期增长的主要驱动力。但真正有趣的是,尽管该股在过去一年上涨超过 127%,但仔细看这只股票的估值,目前其市盈率为 29.24,实际上低于其 5 年平均水平,也仍低于其 3 年平均水平。
It is indeed the primary driver of much of the growth in my personal portfolio recently. But what's really interesting is that despite the stock rising by more than 127% in the past year, take a closer look at this stock's valuation. It is currently trading at a price-to-earnings ratio of 29.24, which is actually lower than its 5-year average. It is actually still below its 3-year average.