<p>➀ ASML, a major semiconductor manufacturing equipment company, has lowered its earnings forecast, impacting global semiconductor stocks.</p><p>➁ ASML's revenue from the Chinese market, which accounted for about 50% of its overall revenue, is expected to decline to around 20% next year due to US export controls.</p><p>➂ The semiconductor industry is facing weak demand, particularly for AI以外的 products, and concerns about the impact of US export controls are rising.</p>