高盛发表报告，下调对ASMPT(00522.HK) 目标价，由61元降至60.2元，相当于预测明年市盈率15倍，维持“中性”评级。该行对公司的产品进展持乐观态度，但预计主流工具全面复苏需要更长时间。考虑首季业绩逊预期及次季业绩指引，该行下调对公司今年净利润预测27.1%，明年及2027年净收入预测各下调4.1%。该行将公司今年至2027年收入预测下调0.2%至0.5%，反映汽车及工业行业客户复苏速度低于预期。
该行指，热压键合和先进封装工具仍是业务增长动力，受惠高带宽内存和AI应用逻辑芯片的技术迁移。系统级封装SMT工具在第一季度因季节性因素实现订单增长，半导体和SMT主流工具复苏轨迹仍不明朗。管理层预计第二季度订单将与前几季度持平。(fc/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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