异动解读|日月光半导体盘中上涨5%,7月营收同比大增43%叠加先进封装景气持续

行情直击
Aug 10

8月10日,日月光半导体盘中上涨5%,报39.26美元/股,成交额1416.82万美元。

消息面上,公司公布7月营收达737.8亿新台币(约23.1亿美元),同比增长43%,其中ATM(封装测试及材料)业务收入同比大增49.5%至475.2亿新台币,延续高增长态势。此外,公司此前发布的二季度财报表现强劲,实际EPS为0.29美元,大幅超出市场一致预期的0.17-0.20美元,同比增长超160%。基本面上,先进封装产能缺口持续扩大,公司年内第三次上调先进封装报价,最高涨幅超20%,ATM业务毛利率达27.3%,同比提升5.4个百分点,管理层表示四季度毛利率有望突破30%结构性上限,盈利能力改善趋势明确。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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