金吾财讯 | ASMPT(00522)股价疲弱,早盘曾一度跌超5%,截至发稿,报84.3港元,跌3.1%,成交额1.49亿港元。汇丰环球研究发研报指,虽然ASMPT第3季收入及毛利率均符合预期,但每股盈利因持续重组成本、较高的市销开支、外汇换算损失而不及预期。报告指,经调整汇率损失及较高市销开支,该行认为集团2025年热压焊接(TCB)将达到峰值,但2026年个人电脑和智能手机的采用将带来上行惊喜...
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