ASMPT（00522）今日盘中大跌7.43%，引发市场广泛关注。
消息面上，公司定于今日召开董事会审议截至6月30日的中期业绩，市场处于业绩兑现前的敏感窗口期。此前该股自6月底约232港元的历史高位已大幅回调逾三成，近期机构持续减仓进一步打击了多头信心。其中，贝莱德将持股比例由6.13%降至5.48%，Capital Group亦减持约81万股。叠加半导体设备板块整体表现偏弱，资金加速离场。
市场此前一致预期公司本季收入同比增长31.11%、调整后每股收益同比增长140.80%。在前期涨幅已较充分消化乐观预期的背景下，业绩发布前的不确定性促使短期抛压集中释放。
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