异动解读｜ASMPT盘中上涨3.59%，先进封装设备密集放量叠加IDM追加订单延续强势

行情直击06-30

6月30日，ASMPT盘中上涨3.59%，报229.6港元/股，成交额2.38亿港元，延续前一交易日强势表现。

消息面上，公司此前宣布已获得一家全球领先整合式装置制造商的追加订单，将提供八台热压接合设备用于支持先进客户端及数据中心CPU生产。与此同时，先进封装设备采购已进入密集放量期，存储大厂加速扩产直接拉动上游设备需求。研报预测，受益于AI算力芯片迭代拉动HBM需求及逻辑芯片异构渗透，全球TCB设备市场规模预计从7.6亿美元增长至2028年的16亿美元，年复合增长率达28%。ASMPT已向HBM客户交付新一代设备，在精度和效率方面具备竞争优势。

（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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