异动解读｜ASMPT盘中下跌3.19%，月内累涨逾20%后出现回调

行情直击11:44

8月18日，ASMPT盘中下跌3.19%，报176.3港元，成交额1.32亿港元。公司此前公布的二季度业绩大超预期，经调整纯利6.38亿港元较市场预期高出76%，收入49.4亿港元超指引中位数10.5%，订单出货比1.43倍创五年高位，推动股价月内累涨超20%。

不过有市场分析指出，半导体设备板块估值已处于合理偏贵状态，当前估值锚已从PE转移至订单增速，一旦出现晶圆厂资本开支放缓或大客户砍单等情况，市场几乎没有容错空间。在前期快速上涨后，短线资金获利兑现压力加大。

（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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