异动解读|ASMPT盘中上涨4.32%,二季度业绩大超预期叠加订单出货比创五年高位延续强势

行情直击
Aug 14

8月14日,ASMPT盘中上涨4.32%,报183.4港元,成交额8995.34万港元,月内累计涨幅已超20%。

消息面上,公司此前公布的二季度业绩大幅超预期,经调整纯利6.38亿港元,较市场预期高出76%;收入49.4亿港元,超公司指引中位数10.5%;订单出货比达1.43倍,处于五年高位。管理层预期三季度订单按季录高单位数增长,主要由热压焊接及光通讯业务带动。花旗、美银、小摩等多家大行维持买入评级,目标价介于191至310港元。此外,贝莱德近期将多头持仓增至5.18%,外资加仓信号明确,AI强劲需求持续驱动公司在先进封装领域的订单爆发。

(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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