智通财经APP获悉,花旗发布研报称,将ASMPT(00522)2026年及2027年净利润预测分别上调3%及30%,并将目标价由180港元上调至250港元。尽管股价在近期大涨90%后出现短期波动,但这并未改变ASMPT的结构性展望。维持"买入"评级。
ASMPT凭借其在TCB(热压焊接)及先进封装解决方案的领先地位,成为行业资本开支加速下的主要受益者。公司在SoIC复合芯片、EMIB-T、新HBM客户、光子学/CPO及混合键合等领域均有多重机会浮现。
智通财经APP获悉,花旗发布研报称,将ASMPT(00522)2026年及2027年净利润预测分别上调3%及30%,并将目标价由180港元上调至250港元。尽管股价在近期大涨90%后出现短期波动,但这并未改变ASMPT的结构性展望。维持"买入"评级。
ASMPT凭借其在TCB(热压焊接)及先进封装解决方案的领先地位,成为行业资本开支加速下的主要受益者。公司在SoIC复合芯片、EMIB-T、新HBM客户、光子学/CPO及混合键合等领域均有多重机会浮现。
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