大华继显发表报告指，ASMPT第二季业绩大致符合预期，营收处于指引范围的中位，而订单则因智能型手机客户的大宗订单而大幅超越预期。报告指，ASMPT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。该行将ASMPT 2025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；维持“买入”评级，目标价由68港元上调至92.4港元。
大华继显发表报告指，ASMPT第二季业绩大致符合预期，营收处于指引范围的中位，而订单则因智能型手机客户的大宗订单而大幅超越预期。报告指，ASMPT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。该行将ASMPT 2025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；维持“买入”评级，目标价由68港元上调至92.4港元。
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