ASMPT(00522) 证券时报网·2025-01-02 08:14Group 1 - Goldman Sachs lowered the target price for ASMPT from HKD 108 to HKD 100 while maintaining a "Buy" rating, primarily benefiting from the growth in demand for artificial intelligence, high-performance computing, and high-bandwidth memory [1] - ASMPT's revenue for the fourth quarter is expected to be HKD 3.6 billion, representing a year-on-year increase of 5% and a quarter-on-quarter increase of 7%. Despite the continued growth in packaging, thermal compression bonding, and hybrid bonding tools, the company faces headwinds in the semi-finished products and SMT sectors due to moderate capital expenditure from downstream customers [2] - Goldman Sachs also revised down its earnings per share forecasts for 2025-2026 by 7% and 6% respectively [3]