《大行》中银国际降ASMPT(00522.HK)目标价至98元 评级“买入”

阿斯达克财经
Feb 27, 2025

中银国际发布研究报告指,ASMPT(00522.HK) 2024年第四季度收入达到指引区间上限,这得益于AI应用的强劲增长,但SEMI和SMT业务的利润率疲软,导致净利润仅为400万元,调整后净利润也仅为7,600万元,均逊预期。中银国际表示,对热压焊接(TCB)和其他先进封装设备的结构性需求保持乐观,同时在产品认证和获得订单方面,ASMPT在去年第四季和今年首季均有稳步进展。该行又指,通用半导体...

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