As for $ACMR not as up to date, need to catch up
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
58
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
15.2%
revenue growth margin lag
概览
作者立场：中性；价格动量：看多。最新证据：$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign? 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 5 条披露，需要复核新增信息质量。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-01-13 11:25
来源
llm
更新时间
2026-03-16 21:38
作者立场：中性；价格动量：看多。最新证据：$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign?
当前观点证据
$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign?
Serenity 变化
Basically becoming the $AMAT and $LRCX of China since the latter two got banned. Default infra for Chinese semi industry is the thesis.
As for $ACMR not as up to date, need to catch up
$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign?
Basically becoming the $AMAT and $LRCX of China since the latter two got banned. Default infra for Chinese semi industry is the thesis.
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
901M
营收同比
15.2%
毛利率
44.4%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (8-K 2026-05-22) ACM Research furnished an 8-K stating that its operating subsidiary ACM Research (Shanghai), Inc. filed a May 2026 investor relations activity record with the Shanghai Stock Exchange STAR Market, attached as Exhibit 99.1. Risks: The available body does not disclose specific operating, financial, customer, guidance, or legal risks.; Exhibit 99.1 is referenced but its substantive contents are not present in the readable local text, so the investor relations activity details cannot be assessed from the provided body.. Next checks: Review Exhibit 99.1, the unofficial English translation of the May 2026 Investor Relations Activity Record.; Compare the Mandarin original filed with the SSE against the English translation if available.; Check whether Exhibit 99.1 contains new guidance, customer commentary, order trends, margins, capacity, or regulatory disclosures..
近期推文
立场
中性
价格动量
看多
$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign?
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.82
敏感度
高 beta
情绪风险
高
估值风险
正常
背景
technology-semiconductors
-
等待 GPT xhigh 分析。
研究问题
背景
technology-semiconductors
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
58
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
5
8-K
收入同比
15.2%
revenue growth margin lag
Beta
1.82
高 beta
llm · 2026-03-16 21:38
Basically becoming the $AMAT and $LRCX of China since the latter two got banned. Default infra for Chinese semi industry is the thesis.
As for $ACMR not as up to date, need to catch up
$ACMR up 29% this week on China memory (cmxt + ymtc) … Maybe the bottlenecks starting with letter A are a good sign?
Basically becoming the $AMAT and $LRCX of China since the latter two got banned. Default infra for Chinese semi industry is the thesis.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
901M
营收同比
15.2%
毛利率
44.4%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-semiconductors
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 260M | - | 44.2% | 14.9% | 14.5% |
| 2022 | 389M | 49.7% | 47.2% | 15.2% | 10.1% |
| 2023 | 558M | 43.4% | 49.5% | 17.2% | 13.9% |
| 2024 | 782M | 40.2% | 50.1% | 19.3% | 13.2% |
| 2025 | 901M | 15.2% | 44.4% | 12.1% | 10.4% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 高 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (8-K 2026-05-22) ACM Research furnished an 8-K stating that its operating subsidiary ACM Research (Shanghai), Inc. filed a May 2026 investor relations activity record with the Shanghai Stock Exchange STAR Market, attached as Exhibit 99.1. Risks: The available body does not disclose specific operating, financial, customer, guidance, or legal risks.; Exhibit 99.1 is referenced but its substantive contents are not present in the readable local text, so the investor relations activity details cannot be assessed from the provided body.. Next checks: Review Exhibit 99.1, the unofficial English translation of the May 2026 Investor Relations Activity Record.; Compare the Mandarin original filed with the SSE against the English translation if available.; Check whether Exhibit 99.1 contains new guidance, customer commentary, order trends, margins, capacity, or regulatory disclosures..
近期披露
beta / 动量 / 主题
Beta
1.82
状态
高 beta
立场
中性
动量
看多
观察 · 正常
板块定位
technology-semiconductors