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大行評級|麥格理:微升ASMPT目標價至119港元 上調2024至26財年盈測
格隆匯 06-20 13:50

麥格理髮表報吿指出,ASMPT擁有主流及高端的光通訊設備組合,主要客户包括Mellanox與Innolight,該行預期有關客户將在明年佔ASMPT的半導體解決方案收入的個位數百分比。

該行將ASMPT的2024至2026財年盈利預測各上調9%、10%及9%,主要由於英偉達(NVDA.US)在光通訊及先進封裝(AP)的訂單預期有所提高,該行看好ASMPT先進封裝的長期增長前景,維持對其“跑贏大市”評級,目標價升1%至119港元,並認為投資者低估英偉達產品在光通訊領域的機遇。

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