港股在早盘遭重挫,受中国财政刺激措施缺乏直接拉动经济增长力度影响而开低走低。电子芯片和设备制造商ASMPT(00522)更是今日的重灾区,股价一度大跌超过7.75%至78.45港元,引起了市场的广泛关注。
ASMPT股价大跌主要受两方面因素打击。一方面,港股招股今日低位,加上该股作为科技板块重要成份股遭大量投资者抛售,股价承压增加。另一方面,有消息指,ASMPT与潜在要约人已停止就可能私有化进行讨论,意味之前市场传闻该公司或遭私募基金入主的传言落空。
不过,分析师对ASMPT的中长期前景仍持谨慎乐观态度。花旗分析师表示,虽然ASMPT目前传统封装和表面贴装业务增长乏力、第四季收入将出现季节性下滑,但公司近期获得重大热压焊接订单,预示着明年可能迎来转折点,业务多元化有望助推公司增长。高盛亦认为,ASMPT向主流记忆体市场渗透标志着重要里程碑,新业务发展为未来护航。
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