异动解读|ASMPT盘中下跌3.19%,月内累涨逾20%后出现回调

行情直击
Aug 18

8月18日,ASMPT盘中下跌3.19%,报176.3港元,成交额1.32亿港元。公司此前公布的二季度业绩大超预期,经调整纯利6.38亿港元较市场预期高出76%,收入49.4亿港元超指引中位数10.5%,订单出货比1.43倍创五年高位,推动股价月内累涨超20%。

不过有市场分析指出,半导体设备板块估值已处于合理偏贵状态,当前估值锚已从PE转移至订单增速,一旦出现晶圆厂资本开支放缓或大客户砍单等情况,市场几乎没有容错空间。在前期快速上涨后,短线资金获利兑现压力加大。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10