Here's the humanoid exposure crowdsourced list: ... $KLIC ... Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.
状态日期：2026-05-27
Serenity观点
看多
推文立场
价格动量
看多
60D / 252D
信号分数
47
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
-7.4%
稳定
概览
作者立场：看多；价格动量：看多。最新证据：I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se... 暂无 AI 结论。
近 7 天有 0 条新闻、近 30 天 2 条披露，需要复核新增信息质量。
近期推文
Serenity观点
看多
价格动量
看多
首次提出
2026-02-25 01:02
来源
llm
更新时间
2026-05-13 07:00
作者立场：看多；价格动量：看多。最新证据：I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se...
当前观点证据
I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se...
Serenity 变化
Advanced Packaging Capex - $AMKR, $ONTO, $CAMT, $KLIC, and $FORM. I’ve talked about all of these before aside from maybe $KLIC?
Here's the humanoid exposure crowdsourced list: ... $KLIC ... Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.
I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se...
Advanced Packaging Capex - $AMKR, $ONTO, $CAMT, $KLIC, and $FORM. I’ve talked about all of these before aside from maybe $KLIC?
新鲜度
复核时间：2026-06-03
证据
年度数据
最新期
2025
营收
654M
营收同比
-7.4%
毛利率
42.5%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-05-07 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期推文
立场
看多
价格动量
看多
I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se...
24h / 7天 / 30天
24h
0
7D
0
30D
1
Beta
1.67
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：2026-06-03
作者立场
看多
llm
价格动量
看多
60D / 252D
信号分数
47
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
1
长周期热度
7日新闻
0
低
30日披露
2
10-Q
收入同比
-7.4%
稳定
Beta
1.67
高 beta
llm · 2026-05-13 07:00
Advanced Packaging Capex - $AMKR, $ONTO, $CAMT, $KLIC, and $FORM. I’ve talked about all of these before aside from maybe $KLIC?
Here's the humanoid exposure crowdsourced list: ... $KLIC ... Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.
I think people just like to see the end results like this, which is understandably the most eye-catching. But most of the groundwork for the current returns was laid out months ago from $LITE Google BOM analysis to se...
Advanced Packaging Capex - $AMKR, $ONTO, $CAMT, $KLIC, and $FORM. I’ve talked about all of these before aside from maybe $KLIC?
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
654M
营收同比
-7.4%
毛利率
42.5%
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 | - | 45.9% | 27.2% | 24.2% |
| 2022 | 2B | -0.9% | 49.8% | 31.3% | 28.8% |
| 2023 | 742M | -50.6% | 48.3% | 5.3% | 7.7% |
| 2024 | 706M | -4.9% | 38.1% | -13.1% | -9.8% |
| 2025 | 654M | -7.4% | 42.5% | -0.5% | 0.0% |
24h / 7天 / 30天
24h
0
7D
0
30D
1
风险: 高 · 高
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
最新披露为 2026-05-07 的 10-Q；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。
近期披露
beta / 动量 / 主题
Beta
1.67
状态
高 beta
立场
看多
动量
看多
积极观察 · 正常
板块定位
technology-semiconductors