<p>美银证券发布报告称，ASMPT (00522.HK) +1.500 (+0.986%) 空头卖出金额为 3435 万美元；比例为 6.927%。其 2026 年第一季度的业绩远超市场和券商预期。收入达到 40 亿港元，同比增长 27%，以美元计同比增长 32%。非 GAAP 毛利率/营业利润率/每股收益分别为 39.5%、10% 和 0.8 港元，均超过市场对每股收益 0.56 港元和券商预估的 0.51 港元的预测。主要贡献因素可能包括半导体设备的高毛利率和快速恢复的 SMT 销售。非经营性支出也很少，公司保持了净现金状态。因此，每股收益似乎比 2023-2025 年期间的低谷水平高出几倍。</p>
<p>美银证券将 ASMPT 在 2026 年、2027 年和 2028 年的每股收益预测分别上调 21%、14% 和 13%。目标价从 160 港元上调至 190 港元，以反映每股收益和每股股息预期增长的强劲。该券商重申了买入评级。</p>
<p>(ha/w)(香港股票报价延迟至少 15 分钟。空头卖出数据截至 2026 年 4 月 23 日 12:25。)</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

00522

<p>BofAS 已将 ASMPT 的目标价格从 160 港元上调至 190 港元，维持买入评级。该公司 2026 年第一季度的业绩超出预期，收入达到 40 亿港元，同比增长 27%。非 GAAP 毛利率为 39.5%，每股收益为 0.8 港元，均超出预期。由于半导体设备和 SMT 销售的强劲增长，BofAS 将 2026 年、2027 年和 2028 年的每股收益预测分别上调了 21%、14% 和 13%</p>

<p>BofAS published a report stating that ASMPT (00522.HK) +1.500 (+0.986%)  Short selling $34.35M; Ratio 6.927%  's results for 1Q26 were far better than market and the brokers expectations. Revenue reached HKD4 billion, up 27% YoY or 32% YoY in USD terms. Non-GAAP gross margin/operating margin/EPS were 39.5%, 10% and HKD0.8, respectively, exceeding the markets EPS forecast of HKD0.56 and the brokers estimate of HKD0.51. The main contributing factors likely included the high gross margin of semiconductor equipment and rapidly recovering SMT sales. Non-operating expenses were also minimal, and the company maintained a net cash position. As a result, EPS appears to be several times higher than the trough levels seen during 2023-2025.</p>
<div class="lb-trans"><p>美银证券发布报告称，ASMPT (00522.HK) +1.500 (+0.986%) 空头卖出金额为 3435 万美元；比例为 6.927%。其 2026 年第一季度的业绩远超市场和券商预期。收入达到 40 亿港元，同比增长 27%，以美元计同比增长 32%。非 GAAP 毛利率/营业利润率/每股收益分别为 39.5%、10% 和 0.8 港元，均超过市场对每股收益 0.56 港元和券商预估的 0.51 港元的预测。主要贡献因素可能包括半导体设备的高毛利率和快速恢复的 SMT 销售。非经营性支出也很少，公司保持了净现金状态。因此，每股收益似乎比 2023-2025 年期间的低谷水平高出几倍。</p>
</div><p>BofAS raised its EPS forecasts for ASMPT for 2026, 2027 and 2028 by 21%, 14% and 13%, respectively. The TP was lifted from HKD160 to HKD190 to reflect stronger expected growth in EPS and dividends per share. The broker reiterated its Buy rating.</p>
<div class="lb-trans"><p>美银证券将 ASMPT 在 2026 年、2027 年和 2028 年的每股收益预测分别上调 21%、14% 和 13%。目标价从 160 港元上调至 190 港元，以反映每股收益和每股股息预期增长的强劲。该券商重申了买入评级。</p>
</div><p>(ha/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-23 12:25.)</p>
<div class="lb-trans"><p>(ha/w)(香港股票报价延迟至少 15 分钟。空头卖出数据截至 2026 年 4 月 23 日 12:25。)</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

BofAS Raises ASMPT  TP to HKD190, Reiterates Buy

AASTOCKS News

ASMPT

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

美银证券将 ASMPT 的目标价上调至 190 港元，并重申买入评级