中银国际发表研究报告指出,ASMPT(00522.HK) 公布的2025年第四季业绩稳健胜预期,受蓬勃的AIDC(人工智能数据中心)需求及附属公司AAMI出售的一次性收益带动,尽管不利的产品组合部分限制了利润率扩张。管理层对2026年第一季的强劲指引,包括订单、收入及SEMI毛利率,均指向人工智能-HBM及CoWoS-TCB(利用热压技术来组装的高阶AI芯片封装技术)需求链将持续至2028年。因此...
Source Link中银国际发表研究报告指出,ASMPT(00522.HK) 公布的2025年第四季业绩稳健胜预期,受蓬勃的AIDC(人工智能数据中心)需求及附属公司AAMI出售的一次性收益带动,尽管不利的产品组合部分限制了利润率扩张。管理层对2026年第一季的强劲指引,包括订单、收入及SEMI毛利率,均指向人工智能-HBM及CoWoS-TCB(利用热压技术来组装的高阶AI芯片封装技术)需求链将持续至2028年。因此...
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