港股异动 | ASMPT(00522)午后涨超4% 半导体设备替代加速公司订单可见度提升驱动估值修复

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智通财经APP获悉，ASMPT(00522)午后涨超4%，截至发稿，涨4.28%，报93.9港元，成交额1.79亿港元。消息面上，近期，全球半导体产业在AI算力与存储需求的双重驱动下持续升温。东吴证券预测，国产半导体设备2026年将开启确定性较强的扩产周期，预计半导体设备全行业的订单增速将超过30%，甚至有望达到50%以上。这一判断为行业高景气度提供了明确预期。财通证券发布研报称，ASMPT新增...

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港股异动 | ASMPT(00522)午后涨超4% 半导体设备替代加速 公司订单可见度提升驱动估值修复

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港股异动 | ASMPT(00522)午后涨超4% 半导体设备替代加速公司订单可见度提升驱动估值修复