智通财经APP获悉，晨星发布研报称，上调对ASMPT(00522)公允价值预测10%，从100港元升至110港元。以目前股价计算，对该股评级为两星。晨星指，受AI驱动的需求增长，ASMPT收入及经营利润预测上调约20%，对长期业绩预计的影响较小。公司身处周期性产业，受益于AI驱动的需求，以及从半导体开发向后端半导体封装的转变，ASMPT正是该领域领先的设备供应商。
第二季收入年度同比增长52%，订单量年度同比增长98%;公司指引2026年第三季收入将年度同比增长46%，第三季订单量预计维持强劲增长。业绩中略显不利方面，记忆体业务收入增长放缓，韩国地区收入下降64%，主因客户向第4代高带宽记忆体(HBM4)过渡速度放缓;但管理层表示已在大批量生产中部署8层的HBM4。
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