7月31日，ASMPT盘中上涨15.25%，报153.1港元，成交额2.11亿港元。
消息面上，公司7月28日发布中期业绩后，多家国际大行于7月30日密集发布正面评级：美银维持"买入"目标价310港元，花旗重申"买入"目标价250港元，里昂维持"跑赢大市"目标价226.2港元，摩根大通维持"增持"目标价225港元，华泰上调目标价至205港元。各行目标价较当前股价存在显著上行空间。
业绩方面，ASMPT第二季收入49.36亿港元，同比增长45%；经调整纯利6.38亿港元，较市场预期高出76%；订单70.8亿港元，订单出货比达1.43倍。公司CEO此前亦表态AI驱动的设备长期需求稳固，第三季收入指引中位数较市场共识高出11%。此前股价自高位回调逾三成后，密集利好推动资金快速回补。
ASMPT是半导体和电子产品制造领域硬件及软件解决方案的全球供应商，核心业务涵盖先进封装及SMT解决方案。
（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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