几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
状态日期：2026-05-27
Serenity观点
看空
推文立场
价格动量
看多
60D / 252D
信号分数
54
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
-8.2%
稳定
概览
作者立场：看空；价格动量：看多。最新证据：I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position. 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
看空
价格动量
看多
首次提出
2026-03-14 05:59
来源
llm
更新时间
2026-05-15 11:23
作者立场：看空；价格动量：看多。最新证据：I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position.
当前观点证据
I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position.
Serenity 变化
I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec)...
几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
can Foci management please pursue NASDAQ ADR like $HIMX?
$HIMX signaled record demand and that Foci should scale up capacity
I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position.
Chokepoint may not be material enough to translate into revenue like $AXTI.
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
832M
营收同比
-8.2%
毛利率
30.6%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
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
立场
看空
价格动量
看多
I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position.
24h / 7天 / 30天
24h
0
7D
1
30D
3
Beta
2.08
敏感度
高 beta
情绪风险
极端
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
看空
llm
价格动量
看多
60D / 252D
信号分数
54
新增信息排序
24h 提及
0
短线新增
7天提及
1
中
30天提及
3
长周期热度
7日新闻
0
低
30日披露
0
-
收入同比
-8.2%
稳定
Beta
2.08
高 beta
llm · 2026-05-15 11:23
I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec)...
几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
can Foci management please pursue NASDAQ ADR like $HIMX?
$HIMX signaled record demand and that Foci should scale up capacity
I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position.
Chokepoint may not be material enough to translate into revenue like $AXTI.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
832M
营收同比
-8.2%
毛利率
30.6%
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 | 2B | - | 48.4% | 35.2% | 28.2% |
| 2022 | 1B | -22.3% | 40.5% | 21.4% | 19.7% |
| 2023 | 945M | -21.3% | 27.9% | 4.6% | 5.4% |
| 2024 | 907M | -4.1% | 30.5% | 7.5% | 8.8% |
| 2025 | 832M | -8.2% | 30.6% | 5.3% | 5.3% |
24h / 7天 / 30天
24h
0
7D
1
30D
3
风险: 极端 · 中
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
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
Beta
2.08
状态
高 beta
立场
看空
动量
看多
谨慎 · 正常
板块定位
technology-semiconductors