异动解读 | 日月光半导体夜盘大涨5.07%,一季度业绩强劲叠加产能扩张提振信心

异动解读
Apr 24

日月光半导体(ASX)今日夜盘大涨5.07%,引起了市场的广泛关注。

消息面上,公司一季度业绩表现亮眼,核心ATM业务收入同比大增29.7%,下游封测需求持续旺盛。同时,公司积极进行产能扩张,拟收购群创光电南科Fab5厂区以补齐先进封装产能缺口,并且高雄仁武产业园区千亿级新厂已动工,将聚焦AI、高性能计算及车用电子等高端测试服务。

此外,公司即将发布最新季度财报,机构观点偏乐观,预计本季度营收将实现同比增长,这些因素共同提振了市场对公司的信心,推动了股价的上涨。

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