麦格理：给予ASMPT(00522)“跑赢大市”评级目标价上调5%至140港元

智通财经03-04

智通财经APP获悉，麦格理发布研报称，予ASMPT(00522)“跑赢大市”评级，目标价上调5%至140港元。ASMPT管理层将热压焊接(TCB)的总目标市场(TAM)预测大幅上调至2028年达16亿美元，意味着从2025年的7.59亿美元起，复合年增长率为30%，高于此前预测的2027年达10亿美元。更新的总目标市场反映了人工智能逻辑及高频宽记忆体投资的迅速加速。管理层对20H高频宽记忆体表示...

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麦格理：给予ASMPT(00522)“跑赢大市”评级 目标价上调5%至140港元

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麦格理：给予ASMPT(00522)“跑赢大市”评级目标价上调5%至140港元