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美银证券:维持ASMPT(00522)“买入”评级 目标价100港元

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美银证券发布报告称,维持ASMPT(00522)“买入”评级,以反映今明两年有强劲增长,目标价100港元。公司第四季度盈利仍然疲弱,但管理层会就今年表现提出正面的指引,预计在去年的深度调整后,盈利趋势得以扭转,2025年至2026年在人工智能方面有强劲的增长机会。

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