花旗将ASMPT纳入30天上行催化剂观察名单 料其有望迎来估值重估

港股一线
Oct 26

  文/新浪财经香港站 王柳潞

  花旗发研究报告表示,看好封测行业扩产潮与先进封装的强劲需求,将ASMPT(522.HK)纳入30天上行催化剂观察名单,料其有望迎来估值重估。

  花旗指出,中国封测巨头长电科技日前已获董事会批准,将2026年资本开支预算暴增65%至182亿元人民币。该行预期,这一举措将引发连锁反应,带动更多中国封测厂商跟进加大资本投入。

  报告表示,作为ASMPT的最大单一市场,中国市场在2026年上半年贡献了该公司42%的总收入。花旗认为,受半导体设备板块整体走弱及市场短期悲观情绪影响,ASMPT当前股价已被低估,反倒为投资者提供了增持ASMPT的良机。

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