今日盘中，全球封测龙头日月光半导体（ASX）股价出现大幅下跌，跌幅达5.03%。这一波动引起了市场的广泛关注。
根据日月光投控今日召开的法说会及公布的第二季度财报，公司税后纯益达75.21亿元，与上一季度持平，但同比下降3%。每股税后纯益为1.74元，累计上半年达3.34元。尽管整体业绩保持稳定，但市场似乎对部分财务指标表现不太满意。
值得注意的是，日月光投控指出，由于新台币自5月以来大幅升值，对毛利率形成了一定压力。公司预计，此次汇率变动对第二季度封测业务毛利率造成了约5个百分点的负面影响。如果排除此影响，封测业务的毛利率本应达到26%。此外，公司第二季度封测业务的毛利率为21.9%，环比下降0.7个百分点，同比下降0.2个百分点。这些因素可能是导致投资者信心受挫，进而引发股价下跌的主要原因。
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