消息面上,尽管摩根大通于7月16日将ASMPT目标价上调至225港元并维持增持评级,但高盛虽大幅上调目标价至206港元却维持中性评级,明确指出正面因素已大致反映在股价中。机构层面,The Capital Group于7月9日减持81.11万股,涉资约1.55亿港元,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,机构集中减仓形成持续压力。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进一步加剧观望情绪。
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