【港股通】ASMPT(00522)涨3.84% 大摩看好其在HBM市场的热压焊接(TCB)应用

金吾财讯2024-11-27

金吾财讯 | ASMPT(00522)股价发力上行，截至发稿，涨3.84%，报75.8港元，成交额8409万港元。消息面上，摩根士丹利发研报指，半导体和电子产品制造业主流市场复苏步伐仍然缓慢，但在先进封装领域方面，ASMPT已于高频宽记忆体(HBM)市场取得突破。大摩看好ASMPT在HBM市场的热压焊接(TCB)应用，预期TCB相关收入于2023至2026年的年均复合增长率可达到65%。

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href=1948485><strong>金吾财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | ASMPT(00522)股价发力上行，截至发稿，涨3.84%，报75.8港元，成交额8409万港元。消息面上，摩根士丹利发研报指，半导体和电子产品制造业主流市场复苏步伐仍然缓慢，但在先进封装领域方面，ASMPT已于高频宽记忆体(HBM)市场取得突破。大摩看好ASMPT在HBM市场的热压焊接(TCB)应用，预期TCB相关收入于2023至2026年的年均复合增长率可达到65%。</p>\n\n<a 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