异动解读｜ASMPT盘中上涨17.33%，HBM4订单放量叠加机构上调目标价催化资金追捧

行情直击05-26 09:38

5月26日，ASMPT盘中大涨17.33%，报210.4港元/股，成交额4.86亿港元。

消息面上，多重利好持续发酵。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。更为关键的是，公司TCB设备已获SK海力士用于HBM4量产订单约300亿韩元，设备单价近乎翻倍，订单簿已排至次年二季度。华泰证券维持"买入"评级并将目标价由146港元升至200港元，光大证券亦看好先进封装业务长期提振估值，机构集体看多叠加AI算力资本开支持续扩张预期，推动股价加速上行。

（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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