异动解读｜ASMPT盘中上涨3.16%，二季度业绩大超预期叠加多家大行上调目标价延续强势

行情直击08-05

8月5日，ASMPT盘中上涨3.16%，报162.9港元，成交额4715.19万港元，延续近期强势反弹走势。

消息面上，公司此前发布中期业绩，第二季经调整纯利6.38亿港元，较市场预期高出76%；收入49.4亿港元，较公司指引中位数高出10.5%；订单70.8亿港元，订单出货比达1.43倍，处于五年高位。第三季收入指引中位数同比增长46%，显著高于市场共识。业绩发布后，花旗重申"买入"评级，目标价250港元；摩根大通维持"增持"评级，目标价225港元；美银维持"买入"评级，目标价310港元；里昂给予目标价226.2港元。公司CEO亦表态AI驱动的设备长期需求稳固，先进封装需求前景强劲。

（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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