异动解读｜ASMPT盘中上涨3.04%，机构增持叠加恒生科技指数扩容预期提振

行情直击08-25

8月25日，ASMPT盘中上涨3.04%，报162.6港元，成交额3.04亿港元。

消息面上，近期贝莱德对ASMPT的多头持仓比例增至5.15%，同时市场预期恒生科技指数扩容，ASMPT被多家机构列为潜在纳入标的。此外，公司此前公布的第二季业绩持续发酵，期内经调整纯利6.38亿港元，较市场预期高出76%；收入49.4亿港元，高于指引上限；订单70.8亿港元，订单出货比达1.43倍，维持五年高位。花旗、美银、小摩等多家大行维持买入评级，目标价区间225至310港元。管理层预期第三季订单按季录高单位数增长，AI驱动的TCB、CPO及光通讯领域需求持续爆发，进一步巩固其先进封装全球领军地位。

（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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