Core Viewpoint - The stock of Pacific Technology (00522) has shown significant movement, with a price increase of 4.86% to 104.7 HKD, indicating a lively market atmosphere [1] Technical Analysis - The current price is slightly below the 10-day moving average (MA10) of 104.45 HKD but well above the 30-day (MA30) at 92.21 HKD and the 60-day (MA60) at 84.50 HKD, suggesting a long-term upward trend [1] - The 5-day volatility is 11.7%, indicating considerable price fluctuations and potential for short-term trading opportunities [1] - The MACD signal indicates a sell signal, which contrasts with other buy indicators, raising questions about potential market adjustments [1] Support and Resistance Levels - The first support level is at 95.6 HKD, with a second support at 87 HKD; the first resistance level is at 110 HKD, and the second at 114.9 HKD [1] - A breakthrough above 110 HKD could open up further upward potential, while a drop below support levels may increase adjustment pressure [1] - The probability of an upward movement is estimated at 52%, indicating uncertainty in market direction [1] Investment Opportunities - Two call warrants are highlighted for potential investment: - The Macquarie call warrant (23983) with a leverage of 2.8 times and an exercise price of 99.999 HKD, suitable for investors seeking higher returns with the ability to withstand volatility [4] - The JPMorgan call warrant (19879) with a leverage of 2.5 times and a lower exercise price of 95.22 HKD, offering a relatively lower entry cost [4][5] Overall Market Sentiment - The overall technical signals lean towards buying, but the strength is moderate, with various indicators showing mixed results [4] - If the stock price stabilizes above support levels, it may gradually challenge resistance levels, but caution is advised regarding data fluctuations [4]

消息面上，ASMPT近日宣布，公司正评估旗下表面贴装技术业务(SMT)选项，有可能涉及出售、合 营、分拆或上市。ASMPT负责人表示，剥离SMT所带来的现金流回血以及管理精力的释放，计划投入 到半导体封装主业的研发竞赛中。花旗表示，该潜在SMT业务剥离，将使公司专注于半导体设备和先 进封装业务，有望释放股份价值。 ASMPT(00522)早盘涨超5%，截至发稿，涨4.46%，报104.3港元，成交额7515.85万港元。 ...

消息面上，ASMPT近日宣布，公司正评估旗下表面贴装技术业务（SMT）选项，有可能涉及出售、合 营、分拆或上市。ASMPT负责人表示，剥离SMT所带来的现金流回血以及管理精力的释放，计划投入 到半导体封装主业的研发竞赛中。花旗表示，该潜在SMT业务剥离，将使公司专注于半导体设备和先 进封装业务，有望释放股份价值。 智通财经APP获悉，ASMPT(00522)早盘涨超5%，截至发稿，涨4.46%，报104.3港元，成交额7515.85万 港元。 ...

本文源自：金融界AI电报 港股芯片股回暖，兆易创新(03986.HK)涨超6%，ASMPT(00522.HK)、华虹半导体(01347.HK)、天域半 导体(02658.HK)、上海复旦(01385.HK)、英诺赛科(02577.HK)、壁仞科技(06082.HK)等个股跟涨。 ...

30 January 2026 | 5:45PM HKT Equity Research ASMPT (0522.HK): TCB riding on memory/ CoWoS; Positive on SMT strategic options assessment; Neutral We expect an uptrend for ASMPT's semiconductor segment driven by the growing AI demand that will drive both advanced packing and mainstream back-end tools. The group's recent exploration of strategic options for its SMT segment (Read more), including divestitures, JV, spin-off and listing etc., suggests its focus to reallocate resources and prioritize the semicondu ...

第 1 頁 共 10 頁 v 1.2.0 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | 狀態: | 新提交 | | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | 公司名稱: | ASMPT Limited | | | | | | | 呈交日期: | 2026年2月2日 | | | | | | | I. 法定/註冊股本變動 | | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | | 證券代號 (如上市) | 00522 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | 上月底結存 500,000,000 HKD 0.1 HKD 50,000,000 增加 / 減少 (-) HKD 本月底結存 500,000,000 HKD 0.1 HKD 50,000,000 本月底法定/註冊 ...

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01347 | 华虹半导体 | -12.79% | 101.600 | 1765.42 Z | 36.74% | | 03986 | 兆易创新 | -11.04% | 298.000 | 2076.36 乙 | 83.95% | | 06082 | 壁仍科技 | -7.47% | 32.200 | 785.31 乙 | 64.29% | | 01385 | 上海复目 | -6.85% | 48.440 | 399.01亿 | 6.88% | | 02577 | 英诺赛科 | -6.17% | 54.000 | 494.15 Z | -31.12% | | 00981 | 中本国际 | -5.31% | 71.400 | 5712.32 Z | -0.07% | | 00522 | ASMPT | -5.20% | 98.500 | 411.51 Z | 27.18% | | 02658 | 天域半导体 | -5.03% | 47.580 | 187. ...

本文源自：金融界AI电报 港股半导体板块午后持续下探，华虹半导体跌超5%，ASMPT跌超4%，中芯国际跌超3%，上海复旦、 晶门半导体跟跌。 ...

第一上海发布研报称，H200放开对国产算力产业链影响非常有限，主要原因包括H200主要场景在训 练，而国产算力主要场景集中于中小模型、垂直模型训练，以及推理应用场景，两者应用场景重叠度不 高，2026年国产算力迎来换代，新一代产品算力对标H100，H200在推理场景的性价比不高。此外国产 算力往超节点方向发展，带动国产算力性价比进一步提升。 芯片股午后跌幅扩大，截至发稿，华虹半导体(01347)跌4.89%，报116.7港元；ASMPT(00522)跌 4.84%，报104.2港元；中芯国际(00981)跌3.28%，报76.7港元；上海复旦(01385)跌0.78%，报50.75港 元。 消息面上，英伟达创始人兼CEO黄仁勋近日访华，有市场传闻称，H200芯片入华获批。有分析指出， 短期来看，H200的到来可以解决国内AI产业高端计算资源短缺痛点，推动大模型开发加速，促进AI应 用迭代；长期来看，AI芯片国产替代的逻辑未变。 ...

每经AI快讯，港股芯片股午后跌幅扩大，截至发稿，华虹半导体(01347.HK)跌4.89%，报116.7港元； ASMPT(00522.HK)跌4.84%，报104.2港元；中芯国际(00981.HK)跌3.28%，报76.7港元；上海复旦 (01385.HK)跌0.78%，报50.75港元。 ...