智通财经APP获悉，大华继显发布研报称，ASMPT(00522)订单势头持续改善，可能意味着新一轮资本支出周期的开始，而人工智能相关产品的持续进展，可能在短期内增强投资者信心。维持“买入”评级，目标价由68港元上调至92.4港元。
报告指，ASMPT第二季业绩大致符合预期，营收处于指引范围的中位，而订单则因智能手机客户的大宗订单而大幅超越预期。另外，大华继显将ASMPT2025至2027财政年度盈利预测分别下调17.7%、13.6%及6.5%，至分别8.01亿、15.83亿及21.27亿港元。考虑到调整收入假设，包括上调AP销售假设;下调SMT解决方案的销售预测，以反映上半年复苏较缓慢的因素;下调毛利率假设，部分反映外汇的影响;以及调高开支假设，预期研发支出在可预见的未来仍将保持高位。
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