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　　ASMPT（00522）早盘股价上涨6.72%，现报96.15港元，成交额3.159亿港元。

　　野村发布研报称，ASMPT于今年5月底获得一间领先晶圆厂的资格，成为潜在的第二间oW （Chip on Wafer）热压焊接（TCB）供应商，而另一间供应商为K&S。该行认为，ASMPT或已克服障碍，并在不久的将来正式赢得下一代oW TCB订单。因此，该行考虑到未来订单趋势上升的潜在估值重估，将ASMPT的目标价由90港元上调至125港元，维持“买入”评级。

　　该行又预计，由于日月光投控仍在扩大其CoWoS生产线，并提出多个oS TCB订单，料ASMPT的订单量将自今年第四季进一步改善。此外，该行预期ASMPT来自中国的传统封装订单亦会增加。

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