异动解读｜ASMPT盘中下跌3.35%，AI链获利回吐与光模块禁令传闻持续压制半导体设备板块情绪

行情直击08-07

8月7日，ASMPT盘中下跌3.35%，报155.9港元，成交额1.84亿港元，延续前一交易日跌势。消息面上，全球AI链科技股获利回吐压力持续释放，市场对估值过高及仓位拥挤的担忧加剧，资金从前期涨幅领先的AI相关板块轮动撤出，转向消费及高股息防御板块。同时，美国FCC拟禁止进口中国新型光模块的草案传闻仍在发酵，进一步打压半导体产业链整体风险偏好。

值得注意的是，ASMPT此前因二季度业绩大超预期（经调整纯利6.38亿港元，超市场预期76%）及多家大行密集上调目标价，股价自7月31日以来已录得显著反弹，短期获利盘兑现压力客观存在。

（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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