9月18日，艾马克技术公司盘中上涨5.05%，报48.6美元/股，成交额9214.01万美元。
此前公司宣布启动亚利桑那州先进封装与测试园区第二阶段建设，计划总投资升至约120亿美元，大规模资本开支引发短期盈利稀释担忧，股价连续走低至46美元附近。近期摩根士丹利发布报告指出，AI半导体资本开支将持续增长，2.5D先进封装产能预计再增50%，Amkor作为CoWoS封装重要合作伙伴，非台积电阵营产能预计到2028年底扩大至55至60kwpm，长期增长逻辑获机构认可，支撑股价企稳反弹。
（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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