8月12日，日月光半导体盘前上涨3.16%，报39.87美元/股，成交额105.6万美元。
消息面上，公司近日公布7月营收达737.8亿新台币，同比增长43%，其中ATM业务收入同比大增49.5%至475.2亿新台币，延续高增长态势。此外，公司二季度财报大幅超预期，实际EPS为0.29美元，超出市场一致预期的0.17美元约70.6%。
基本面上，先进封装产能缺口持续扩大，公司年内第三次上调先进封装报价，最高涨幅超20%。ATM业务毛利率达27.3%，同比提升5.4个百分点，管理层表示四季度毛利率有望突破30%结构性上限，盈利能力改善趋势明确。
（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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