ASMPT(00522)今日盘中股价大涨5.6%,备受市场关注。分析人士认为,这主要受益于人工智能对算力产业链的强劲需求,以及半导体国产化进程推动下的市场机遇。
消息面上,第三季度全球半导体市场收入同比增长26%,显示出行业处于复苏周期。值得一提的是,人工智能算力需求大幅攀升成为主要增长动力。预计未来随着人工智能应用持续渗透,对芯片设备制程工艺的需求将进一步扩大。
与此同时,中美科技摩擦不断加剧,美方持续对华施加半导体制裁,加速了中国半导体国产化的进程。作为国内领先的芯片设备制造商,ASMPT有望充分受益于这一市场红利。因此,在行业景气度提升和国产替代需求双重利好下,投资者对公司业绩前景信心增强,从而推动股价今日大涨。
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