智通财经APP获悉，ASMPT(00522)早盘涨超4%。截至发稿，涨3.83%，报160港元，成交额2.18亿港元。
消息面上，SEMI数据显示，二季度全球半导体设备出货金额同比增长23%，下游晶圆厂持续开展产能扩充，采购光学检测等配套设备。业内分析指出，全球晶圆厂资本开支稳步推进，国内半导体设备厂商持续攻坚前道核心装备，零部件配套能力逐步完善，国产替代进程持续推进。
开源证券发布研报称，ASMPT深度受益AI基建资本开支周期重塑设备市场景气，HBM、CoWoS核心键合设备技术卡位优异，订单和份额预计同步上行，行业β与α兼具，传统后道设备与SMT均业务同步回暖，2026Q2公司实现持续经营收入49.36亿港元/同比+52.1%，归母净利润4.18亿港元/同比+177%，后续先进封装收入占比提升及规模效应释放，有望迎业绩和估值的戴维斯双击。
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