大华继显发表研报指，ASMPT(00522.HK) 2025财年第一季业绩大致符合预期，收入位于管理层指引范围中位数，利润率及净利润按季回升。先进封装工具的动能持续增强，该行看到内存及逻辑客户的先进封装热压键合(TCB)新订单或进展。
大华继显表示，鉴于地缘政治局势日益复杂，主流工具的复苏仍不确定，故维持ASMPT的“买入”评级，目标价由80元下调至68元。另外，该行亦将ASMPT的2025至2027财年净利润预测，分别下调16.8%、10.4%及9.3%，以部分反映地缘政治环境恶化导致的复苏周期放缓。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-30 16:25。)
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