异动解读|ASMPT盘中下跌3.78%,半导体设备板块集体走弱叠加月内累涨逾20%后获利盘持续回吐

行情直击
Aug 19

8月19日,ASMPT盘中下跌3.78%,报167.2港元,成交额8829.54万港元。半导体设备板块集体承压,芯碁微装跌3.99%,协鑫科技跌2.68%,福莱特玻璃跌2.67%,板块共振加剧跌幅。

消息面上,隔夜美股半导体设备股普遍走弱,拉姆研究跌超6%、应用材料跌超5%、阿斯麦跌超4%,行业情绪传导至港股。ASMPT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%,订单出货比1.43倍创五年高位,推动股价月内累涨超20%。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,前期快速上涨后短线获利兑现压力持续加大。

(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