异动解读 | ASMPT盘中大涨6.76%，业绩超预期及AI驱动增长前景受关注

异动解读03-05

ASMPT(00522)今日盘中大涨6.76%，引起了市场的广泛关注。

消息面上，ASMPT公布2025年第四季度业绩高于指引，收入同比增长31%至42.54亿元，半导体解决方案(SEMI)及表面贴装技术(SMT)两大业务均录得增长。管理层将热压焊接(TCB)的总目标市场预测大幅上调，反映了人工智能逻辑及高频宽记忆体投资的迅速加速。

此外，机构基于人工智能及先进封装驱动的SEMI业务强劲收入增长，上调了ASMPT未来几年的盈利预测，增强了市场对公司增长潜力的信心。

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