异动解读｜ASMPT盘中下跌3.23%，中报合并口径净利因剥离NEXX业务缩水引发关注

行情直击09-01

9月1日，ASMPT盘中下跌3.23%，报158.7港元，成交额4488.85万港元。消息面上，公司近期公布上半年业绩，持续经营业务经调整净利润9.73亿元，同比大增230.5%，但因6月剥离NEXX业务，合并口径经调整净利润仅为8.06亿元，两组口径间的落差引发市场对资产处置影响的关注。

此外，该股此前受第二季业绩及第三季强劲指引推动，8月内累计涨幅已逾20%，订单出货比维持五年高位。短期大幅上涨后，获利回吐压力逐步显现。目前多家投行仍维持买入或跑赢大市评级，目标价区间在191港元至310港元之间。

（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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