美银证券：升ASMPT(00522)评级至“买入” 目标价上调至150港元

智通财经网02-23

智通财经APP获悉，美银证券发布研报称，预计ASMPT(00522)从2026年下半年至明后两年将迎来更显著的复苏，采用2027年预测34倍市盈率，目标价由95港元上调至150港元，评级从“中性”上调至“买入”。该行认为集团的热压焊接(TCB)设备技术应会被更多不同类型的内存/逻辑芯片制造商所采用。而半导体制造商后端产能扩张和技术规格升级，或能使带动集团售卖更多TCB设备。预计集团未来...

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