SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

ATEYY

状态日期：2026-05-27

高风险观察
中高高高
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

62

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

53.5%

改善

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this... 暂无 AI 结论。

暂无明确新增边际变化，保持在观察池。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-04-06 01:24

来源

llm

更新时间

2026-04-21 02:57

作者立场：中性；价格动量：看多。最新证据：Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

当前观点证据

2026-04-06 01:24中性

Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

Serenity 变化

时间线

首次提出2026-04-06 01:24中性
原推

Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

  1. 2026-04-21 02:57中性上下文更新

    Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE...

  2. 2026-04-20 19:22中性上下文更新

    Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestia...

  3. 2026-04-06 01:24中性上下文更新

    Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间：2026-06-26

证据

证据摘要

最新期 2025营收 1TBeta 1.20披露 -
展开证据详情

年度数据

基本面证据

最新期

2025

营收

1T

营收同比

53.5%

毛利率

64.3%

2022

营收 560BYoY 34.4%经营 29.9%净利 23.3%

2023

营收 487BYoY -13.2%经营 16.8%净利 12.8%

2024

营收 780BYoY 60.3%经营 29.3%净利 20.7%

2025

营收 1TYoY 53.5%经营 44.0%净利 33.3%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-15 10:41247wallst.com
Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
2026-05-12 15:25zacks.com
3 Electronics Measuring Instruments Stocks to Buy Now
2026-04-23 10:42zacks.com
Is Advantest (ATEYY) Outperforming Other Computer and Technology Stocks This Year?

近期披露

披露信息

No recent SEC filing metadata in the collected profile.

当前 profile 没有可解析的 SEC 披露。

近期推文

作者立场

立场

中性

价格动量

看多

2026-04-06 01:24中性

Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.20

敏感度

高关注高 beta

情绪风险

高

估值风险

高

背景

行业与主题

technology-semiconductors

optical-photonics-cpoai-infrastructuresemiconductorsenergy-power

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • industry_specificity: confirm whether news is specific to ATEYY, not only Semiconductors

背景

行业背景

technology-semiconductors

提及 545新闻 131股票 81
股票池

ATEYY

高风险观察中高高高

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

62

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

0

-

收入同比

53.5%

改善

Beta

1.20

高关注高 beta

llm · 2026-04-21 02:57

Serenity 时间线

首次提出2026-04-06 01:24中性
原推

Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

  1. 2026-04-21 02:57中性上下文更新

    Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE...

  2. 2026-04-20 19:22中性上下文更新

    Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestia...

  3. 2026-04-06 01:24中性上下文更新

    Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers. Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing." $FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

1T

营收同比

53.5%

毛利率

64.3%

营收趋势

营收趋势线
1T682B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • industry_specificity: confirm whether news is specific to ATEYY, not only Semiconductors

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-semiconductors

提及 545新闻 131股票 81
2021 营收: 417B2022 营收: 560B2023 营收: 487B2024 营收: 780B2025 营收: 1T2021 趋势线: 417B2022 趋势线: 560B2023 趋势线: 487B2024 趋势线: 780B2025 趋势线: 1T20212022202320242025

利润趋势

净利润毛利营业利润
878B439B02021 净利润: 87B2022 净利润: 130B2023 净利润: 62B2024 净利润: 161B2025 净利润: 398B2021 毛利: 236B2022 毛利: 319B2023 毛利: 246B2024 毛利: 445B2025 毛利: 770B2021 营业利润: 115B2022 营业利润: 168B2023 营业利润: 82B2024 营业利润: 228B2025 营业利润: 526B20212022202320242025

利润率趋势

毛利率营业利润率净利率
73.3%36.7%0.0%2021 毛利率: 56.6%2022 毛利率: 57.0%2023 毛利率: 50.6%2024 毛利率: 57.1%2025 毛利率: 64.3%2021 营业利润率: 27.5%2022 营业利润率: 29.9%2023 营业利润率: 16.8%2024 营业利润率: 29.3%2025 营业利润率: 44.0%2021 净利率: 20.9%2022 净利率: 23.3%2023 净利率: 12.8%2024 净利率: 20.7%2025 净利率: 33.3%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021417B-56.6%27.5%20.9%
2022560B34.4%57.0%29.9%23.3%
2023487B-13.2%50.6%16.8%12.8%
2024780B60.3%57.1%29.3%20.7%
20251T53.5%64.3%44.0%33.3%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-15 10:41247wallst.com
Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
2026-05-12 15:25zacks.com
3 Electronics Measuring Instruments Stocks to Buy Now
2026-04-23 10:42zacks.com
Is Advantest (ATEYY) Outperforming Other Computer and Technology Stocks This Year?
2026-04-21 03:30globenewswire.com
Advantest Announces Strategic Partnership with Applied Materials and Joins EPIC Platform
2026-04-21 03:30globenewswire.com
Applied Materials Announces Advantest as Innovation Partner for EPIC Platform in Silicon Valley
2026-03-31 06:01zacks.com
The Zacks Analyst Blog Equinor, Advantest and Agnico Eagle Mines
2026-03-20 10:41zacks.com
Are Computer and Technology Stocks Lagging Advantest (ATEYY) This Year?
2026-03-04 10:41zacks.com
Are Computer and Technology Stocks Lagging Advantest (ATEYY) This Year?

新增披露摘要

披露信息

披露分析

No recent SEC filing metadata in the collected profile.

近期披露

当前 profile 没有可解析的 SEC 披露。

beta / 动量 / 主题

大盘敏感度

Beta

1.20

状态

高关注高 beta

立场

中性

动量

看多

高风险观察 · 高

板块定位

行业

technology-semiconductors

optical-photonics-cpoai-infrastructuresemiconductorsenergy-power