《大行》摩通升ASMPT(00522.HK)目标价至225元 内存TCB市占率料提升

阿斯达克财经
Jul 16

摩根大通发表研究报告指,ASMPT(00522.HK) 自4月公布首季业绩后股价跑赢恒生科技指数,反映TCB及光电行业动能增强,以及主流业务复苏。该行预期TCB设备可获市场总规模有进一步上行空间,主要受惠于2027至2028年CoWoS/HBM扩建更强劲、OSAT为2.5D封装增加产能,以及HBM堆叠迁移延迟令TCB更长时间维持相关性,相信ASMPT在逻辑TCB保持主导地位,并在内存TCB提升...

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