大行评级｜美银：上调ASMPT目标价至130港元重申“买入”评级

格隆汇资讯04-26

美银证券发表报告指出，ASMPT行政总裁黄梓达在今年首季财报会议上，对热压焊接(TCB)及混合式焊接(HB)业务提供积极的展望，基于三大理由包括人工智能芯片需求强劲增长；利用更先进的TCB扩大高频宽存储器(HBM)容量；确认HB订单。该行基于对传统设备销售预测下调，将ASMPT今年每股盈利预测下调26%，但由于TCB订单增加，将明年每股盈测上调5%。另预期公司2025及2026年每股盈利预测复苏至...

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大行评级｜美银：上调ASMPT目标价至130港元 重申“买入”评级

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大行评级｜美银：上调ASMPT目标价至130港元重申“买入”评级