周四盘中，ASMPT（00522）股价大涨5.54%，引发市场关注。该公司股价的强劲表现主要得益于花旗银行发布的积极研报，对公司业务前景持乐观态度。
花旗银行指出，ASMPT第二季度业绩及第三季度指引均符合预期，显示公司业务正趋于稳定。第二季度收入同比增长2%至34亿元，达到此前指引中位数。尽管受到5,200万港元汇兑损失的影响，公司仍录得1.31亿元净利润。花旗预计，ASMPT经历了艰难的上半年后，最坏时期可能已经过去，主流业务有望在下半年持续改善。
值得注意的是，花旗预测ASMPT未来收入及盈利复苏将受益于多个因素，包括今明两年TCB设备订单稳健、半导体及SMT业务趋向稳定等。特别是，花旗预期人工智能（AI）将带动AP业务收入贡献提升，这不仅有望推动公司业绩增长，还可能促进估值重估。这一积极展望进一步提振了投资者对ASMPT未来发展的信心。
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