港股異動 | ASM太平洋(0522.HK)一度大漲超10% 花旗稱受益台積電提升資本開支
格隆匯1月15日丨ASM太平洋(0522.HK)今日跳空高開,盤中一度漲超10%,報111.2港元創近一年新高價,暫成交4.11億港元,總市值444億港元。花旗發佈研究報吿,將ASM太平洋目標價由107港元調高21.5%至130港元,維持“買入”評級,並展開90日股價正面催化觀察期。報吿中稱,台積電2021年的資本開支指引為250億至280億美元,高過市場預期,而當中80%用於先進節點業務,10%用於封裝及光罩業務,10%用於特殊製程業務。該行相信,這對ASM太平洋2021年及長期盈利增長重要,因集團是先進封裝行業的直接受惠者。

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