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重申“买入”评级。  公司预期第二季订单将维持高位,料SEMI订单将录得按季增长,而SMT订单则可能因首季的高基数而有所放缓。该行认为,公司正开始从AI趋势中结构性受惠,机遇由热压焊接(TCB)扩展至引线和芯片焊接、光电及共同封装光学(CPO)等。另外,管理层指引第二季销售额按季增长12%,高于市场预期的7%。责任编辑:卢昱君

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