金吾财讯 | ASMPT(00522)股价发力上行,截至发稿,涨3.84%,报75.8港元,成交额8409万港元。消息面上,摩根士丹利发研报指,半导体和电子产品制造业主流市场复苏步伐仍然缓慢,但在先进封装领域方面,ASMPT已于高频宽记忆体(HBM)市场取得突破。大摩看好ASMPT在HBM市场的热压焊接(TCB)应用,预期TCB相关收入于2023至2026年的年均复合增长率可达到65%。
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