《大行》摩通升ASMPT(00522.HK)目标价至130元 续予“增持”评级

阿斯达克财经
Yesterday

摩根大通发表研究报告指,ASMPT(00522.HK) 正处于有利位置,可受惠于先进封装设备投资的强劲增长及主流半导体解决方案的复苏。此外,公司实施更严格的营运开支管理,此举应有助公司在未来数个季度提升营运杠杆。摩通续指,长期而言,ASMPT透过业务组合重整,将带动公司更聚焦于快速增长的先进封装设备业务。随着晶圆级封装总体市场规模扩大及主流半导体市场改善,预期2026至27年的盈利将加快增长。该行...

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