ASMPT:Q4收入达上限 中银维持买入:98港元

和讯网
27 Feb

【2 月 27 日,中银国际发布研究报告称】ASMPT 2024 年第四季度收入达指引区间上限,因 AI 应用强劲增长,但 SEMI 和 SMT 业务利润率疲软,净利润仅 400 万港元,调整后净利润仅 7600 万港元,均逊预期。中银国际表示,对热压焊接和其他先进封装设备的结构性需求乐观,ASMPT 在产品认证和获订单方面,去年第四季和今年首季均有稳步进展。通用半导体设备和非 AI 相关应用为...

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