摩根大通发表报告,将ASMPT(00522.HK) 评级由“中性”上调至“增持”,目标价由76元升至125元,并列入正面催化剂观察名单,基于先进逻辑封装领域强劲的资本支出趋势,以及主流外包半导体封装测试(OSAT)市场出现初步改善迹象。同时,该行将公司2026及27财年每股盈利预测分别上调7%及15%。该行估计,ASMPT将上调其热压焊接(TCB)设备的长期总潜在市场规模预期,并对于在该市场获得更...
Source Link摩根大通发表报告,将ASMPT(00522.HK) 评级由“中性”上调至“增持”,目标价由76元升至125元,并列入正面催化剂观察名单,基于先进逻辑封装领域强劲的资本支出趋势,以及主流外包半导体封装测试(OSAT)市场出现初步改善迹象。同时,该行将公司2026及27财年每股盈利预测分别上调7%及15%。该行估计,ASMPT将上调其热压焊接(TCB)设备的长期总潜在市场规模预期,并对于在该市场获得更...
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