📰 ReutersReutersCodex · 实盘不做把握 7/10
北京时间·🕒 发布 07-30 17:48:22时区推断·⟳ 抓取 07-30 17:48:50·⚡ 决策 07-31 19:21:59 +1d01h·87.8 天前
日月光上调全年资本开支20亿美元至105亿美元，先进封装收入超原指引
日月光将2026年资本开支从85亿美元上调至约105亿美元，新增20亿美元投向厂房和设备。
📄 原文Reuters↗ 原文
Taiwan's ASE Technology Holding (3711.TW), the world's largest chip packaging and testing provider, said on Thursday …
不做 日月光投控（3711.TW）
利好成立但事件后首个台湾交易日已涨9.9%且当前已盘后，首反应窗口已过，不追。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
消息传播链
- 路透披露日月光上调全年资本开支至约105亿美元，并报告二季度高增长。市场反应:3711.TW于2026-07-31收盘555新台币，较前收505上涨9.9%。
- 2026-07-31市场反应price_snapshot非一手台湾市场下一交易日已完成涨停式重定价。市场反应:开高收高，OHLC均为555新台币，显示已无盘中买入窗口。
关键理由
- 日月光将2026年资本开支从85亿美元上调至约105亿美元，新增20亿美元投向厂房和设备。
- LEAP先进封装收入高于原35亿美元指引，且公司称2027年目标翻倍，AI需求逻辑明确。
- 二季度收入1910.6亿新台币同比增长27%，净利210.68亿新台币同比增长180%。
主要风险
- 事件落在财报日并已过台湾市场下一交易日，3711.TW于2026-07-31收盘涨9.9%，短线首反应窗口已消失。
反向证据
- 做多前查反向 · 来源 price_snapshot · 日期 2026-07-31 · 影响 invalidates
3711.TW在事件后首个台湾交易日已上涨9.9%，且当前已收盘，削弱继续追多。
检索:3711.TW price reaction July 31 2026 ASE capex raise
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原文全文
展开原文 · 1,531 字
Taiwan's ASE Technology Holding (3711.TW), the world's largest chip packaging and testing provider, said on Thursday it would raise this year's capital expenditure by $2 billion to around $10.5 billion, driven by strong demand.
Its previous capital expenditure guidance was $8.5 billion.
Of the additional $2 billion, $1 billion will go toward facilities and $1 billion toward equipment.
The company said it is building 13 greenfield sites this year and has another eight brownfield sites, where it acquired existing factories and is repurposing them to meet demand.
The company said revenue from its leading-edge advanced packaging (LEAP) business is "tracking ahead" of its prior 2026 guidance of $3.5 billion.
Chief Financial Officer Joseph Tung said the company aims to double its LEAP business revenue in 2027, driven by strong business momentum.
ASE said AI is enabling new applications and driving demand for new hardware, while boosting demand for industrial, power, connectivity and storage devices.
The holding company's subsidiary Siliconware Precision Industries (SPIL) is a major packaging supplier for Nvidia's (NVDA.O) AI chips.
ASE on Thursday also reported second-quarter revenue of T$191.06 billion ($5.88 billion), up 27% from a year earlier, while net income was up 180% at T$21.068 billion.
ASE's shares have risen 101.6% so far this year, far outperforming a 37.87% rise in the broader market (.TWII). The company's shares closed up 1.2% on Thursday ahead of its earnings release.
Its previous capital expenditure guidance was $8.5 billion.
Of the additional $2 billion, $1 billion will go toward facilities and $1 billion toward equipment.
The company said it is building 13 greenfield sites this year and has another eight brownfield sites, where it acquired existing factories and is repurposing them to meet demand.
The company said revenue from its leading-edge advanced packaging (LEAP) business is "tracking ahead" of its prior 2026 guidance of $3.5 billion.
Chief Financial Officer Joseph Tung said the company aims to double its LEAP business revenue in 2027, driven by strong business momentum.
ASE said AI is enabling new applications and driving demand for new hardware, while boosting demand for industrial, power, connectivity and storage devices.
The holding company's subsidiary Siliconware Precision Industries (SPIL) is a major packaging supplier for Nvidia's (NVDA.O) AI chips.
ASE on Thursday also reported second-quarter revenue of T$191.06 billion ($5.88 billion), up 27% from a year earlier, while net income was up 180% at T$21.068 billion.
ASE's shares have risen 101.6% so far this year, far outperforming a 37.87% rise in the broader market (.TWII). The company's shares closed up 1.2% on Thursday ahead of its earnings release.
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