异动解读 | 半导体行业景气度提升，ASMPT盘中大涨5.99%

异动解读05-18

ASMPT(00522)今日盘中大涨5.99%，引起了市场的广泛关注。

消息面上，港股芯片股普遍走强，ASMPT作为半导体设备供应商，其股价上涨主要受到整个半导体行业景气度提升的推动。根据招商证券的研究，4月以来费城半导体指数持续上涨，2026年全球CSP合计资本开支预计约8300亿美元，带动AI产业链景气度持续提升。存储行业供需缺口将延续至2027年，国内模组公司进入利润放量期。全球CPU市场空间大幅提升，国产算力订单及营收高速增长，同时带动国内先进制程需求。国内存储扩产趋势明确，国产化率迎来提升，设备订单持续向好、材料随产能突破瓶颈后迎来规模化提升。

这些因素共同推动了半导体设备及材料供应商ASMPT的股价在盘中出现显著上涨。

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