消息面上,高盛近日虽将ASMPT目标价由118.3港元大幅上调至206港元,但维持"中性"评级,明确指出正面因素已大致反映在股价表现上。与此同时,机构减持压力持续:The Capital Group于7月9日减持81.11万股,持股比例降至9.82%;贝莱德持股比例亦从6.13%降至5.48%;南向资金连续多日净卖出,近5个交易日累计净减持322.86万股。公司将于7月28日召开董事会审议中期业绩,业绩窗口期前的不确定性叠加机构集中减仓,对短期股价形成明显压力。
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