金吾财讯 | 日月光科技(ASX)披露2026年第一季度业绩，整体呈现营收超预期、每股收益大幅不及预估的分化格局。公司季度营收达54.4亿美元，较市场预期高出2.64%；但每股收益仅0.0063美元，远低于0.1708美元的预测值，负面偏离幅度高达96.31%。盈利端，公司一季度毛利率20.1%、营业利润率10.1%，同比分别提升3.3个、3.6个百分点。核心先进封装ATM业务展现强韧性，营收创下历史新高，贡献集团主要营收与利润；LEAP先进封装业务需求旺盛，公司上调其2026年LEAP服务收入预期，目前预计到今年年底将超过35亿美元，较此前预期增长10%。截至发稿，日月光科技盘前上涨7.11%，最新报32.22美元。
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