异动解读｜ASMPT盘中上涨3.2%，剥离NEXX聚焦封装主业叠加HBM4订单催化延续

行情直击05-22 09:40

5月22日，ASMPT盘中上涨3.2%，报181.6港元，成交额3769.81万港元，延续近期上行趋势。

消息面上，公司此前以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%，均超市场预期。同时，公司TCB设备已获SK海力士用于HBM4量产订单约300亿韩元，设备单价较此前近乎翻倍，订单簿已排至次年二季度。华泰证券指出，AI需求正由先进封装向主流后道持续扩散，硅光和CoPoS有望打开长期增长空间，多重利好持续对股价形成支撑。

（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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