ASMPT(00522.HK)續升逾7%創逾兩年半高 獲大摩「吹笛」看123元
獲大摩「吹笛」的ASMPT(00522.HK)今早(12日)跑贏半導體相關板塊同業,股價四連升兼破頂,現升7.8%,報即市高位106.7元,創逾兩年半高,成交已達242萬股,涉資2.49億元。
大摩指,鑑於相信HBM4產品的高度放寬,可能導致16層HBM採用熱壓焊接(TCB)的機會更大。而ASMPT曾透露其熱壓焊接也可支援未來的16層HBM。大摩上調對ASMPT於2026年每股盈測,上調目標價至123元,評級「增持」,有望獲進一步重評。
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