ASMPT早盘涨超3% 机构料半导体设备国产替代有望加速

新浪港股
05 Dec 2024

ASMPT(00522)早盘上涨3.07%,现报78.9港元,成交额1.42亿港元。   交银国际认为,国产半导体设备涉及的上游供应商虽然包含海外厂商,但基本都存在国产替代方案,且多个国产设备厂商也一直寻求并购上游厂商机会,风险基本可控。该行对国产半导体设备持积极态度,认为国产替代趋势或将进一步继续。   值得注意的是,2020年,ASMPT剥离其半导体材料业务,出售55%股权给智路资本,更名为...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10