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《大行報告》摩通升ASMPT(00522.HK)目標價至100元 評級「增持」
阿思達克 02-09 09:54
摩根大通發表研究報告指,ASMPT(00522.HK)將發布2023年第四季財報,預計管理層將提及封裝設備開支將進入周期性上升軌道,同時亦預期在混合鍵合(Hybrid Bonding)領域將取得突破。 該行又預期,ASMPT的熱壓焊接(TCB)整體潛在市場可能擴大,主要由於晶圓代工廠及外包半導體封裝和測試廠商(OSAT)控制能力增加。摩通指,市場對OSAT生態系統看法正面,預期部分企業可迎來周期性復甦及資本開支回升,同時市場普遍預期封裝領域開支亦將出現健康反彈。 摩通認為,ASMPT很可能為台積電供應混合鍵合器,料將是對ASMPT高級封裝平台技術的認可,繼續看好ASMPT發展前景,並將目標價上調至100元,維持評級為「增持」。
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