异动解读｜ASMPT盘中上涨3.61%，前日回调后反弹延续剥离NEXX聚焦封装及HBM订单催化

行情直击05-20

5月20日，ASMPT盘中上涨3.61%，报175.3港元，成交额9768.43万港元，在前一交易日回调逾4%后迅速反弹。

消息面上，公司近期以1.2亿美元将NEXX全部股权出售予应用材料，剥离低利润前端沉积业务聚焦后端封装主业；一季度经调整盈利3.35亿港元，同比增长193.5%，收入39.7亿港元，同比增长32.0%，超出市场预期。此外，公司TCB设备已获SK海力士用于HBM4量产订单约300亿韩元，叠加全球CSP资本开支预计约8300亿美元带动AI产业链景气度持续提升，多重利好在前日技术性回调后继续对股价形成支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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