港股异动 | ASMPT(00522)回落逾7% 传统封装业务复苏前景更趋审慎 AI相关业务增量贡献有望提升
ASMPT(00522)回落逾7%，截至发稿，跌7.28%，报94.85港元，成交额1.95亿港元。
消息面上，ASMPT发布业绩，第一季度股东应占盈利1.8亿港元，同比跌43.4%，环比升1.39倍。按非香港财务报告准则计，经调整盈利为1.8亿港元，同比跌43.7%，环比则升1.32倍。 一季度销售收入31.39亿港元，同比下跌19.88%，环比则跌7.81%。销售收入达上一次发布的预测中位数。由于半导体解决方案分部和表面贴装技术解决方案分部的销售收入均下降，导致销售收入环比下降7.8%，再加上半导体持续下行周期，使半导体解决方案分部的下降幅度更大。
摩根大通发布报告称，予ASMPT“增持”评级，由于对传统封装业务复苏前景更趋审慎，将今明两年每股盈利预测下调31%及29%，目前预期至2026年传统封装业务都可能无法恢复至2018年水平。不过摩通强调，对公司AP业务增长信心较强，憧憬AI相关业务增量贡献提升，预期估值有上升空间，目标价由100港元上调至120港元。
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