SXSerenity Analysis动态投研终端
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股票池

LRCX

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

64

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

23.7%

改善

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th... 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

2026-01-13 11:25

来源

llm

更新时间

2026-05-10 15:30

作者立场：中性；价格动量：看多。最新证据：Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

当前观点证据

2026-01-13 11:25中性

Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

Serenity 变化

时间线

首次提出2026-01-13 11:25中性
原推

Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

  1. 2026-05-10 15:30中性上下文更新

    “Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) — Glass Materials • $LRCX — Etching Syst...

  2. 2026-04-30 09:00中性上下文更新

    I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly). For custome...

  3. 2026-04-23 13:27中性上下文更新

    @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back re...

  4. 2026-03-14 06:34中性上下文更新

    $BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though. Does definitely validate how important hybrid bonding is to advanced packaging. So good long just base...

  5. 2026-01-13 11:25中性上下文更新

    Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

新鲜度

新增信号

-
24h 07D 030D 2新闻 0披露 0

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 18BBeta 1.82披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

18B

营收同比

23.7%

毛利率

48.7%

2022

营收 17BYoY 17.8%经营 31.2%净利 26.7%

2023

营收 17BYoY 1.2%经营 29.7%净利 25.9%

2024

营收 15BYoY -14.5%经营 28.6%净利 25.7%

2025

营收 18BYoY 23.7%经营 32.0%净利 29.1%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-20 09:30zacks.com
Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?
2026-05-20 08:01reuters.com
Lam Research opens Austria lab to advance chip packaging, cut costs
2026-05-19 11:45fool.com
If You Can Only Buy 1 AI Stock for the Rest of 2026, Make It This One

近期披露

披露信息

最新披露为 2026-04-23 的 10-Q；近 30 天共有 0 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。

2026-04-2310-Q
lrcx-20260329.htm
2026-04-228-K
lrcx-20260422.htm
2026-02-038-K
lrcx-20260130.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-01-13 11:25中性

Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

2

Beta

1.82

敏感度

高 beta

情绪风险

高

估值风险

高

背景

行业与主题

technology-semiconductors

ai-infrastructuresemiconductors

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: 本地未见新增一手公司事实；24 小时没有新增提及，但 7 天累计 0 次、30 天 2 次，仍有历史关注度。
  • industry_specificity: confirm whether news is specific to LRCX, not only Semiconductors

背景

行业背景

technology-semiconductors

提及 545新闻 131股票 81
股票池

LRCX

高风险观察中高高高

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

64

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

2

长周期热度

7日新闻

0

低

30日披露

0

10-Q

收入同比

23.7%

改善

Beta

1.82

高 beta

llm · 2026-05-10 15:30

Serenity 时间线

首次提出2026-01-13 11:25中性
原推

Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

  1. 2026-05-10 15:30中性上下文更新

    “Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) — Glass Materials • $LRCX — Etching Syst...

  2. 2026-04-30 09:00中性上下文更新

    I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly). For custome...

  3. 2026-04-23 13:27中性上下文更新

    @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back re...

  4. 2026-03-14 06:34中性上下文更新

    $BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though. Does definitely validate how important hybrid bonding is to advanced packaging. So good long just base...

  5. 2026-01-13 11:25中性上下文更新

    Bruh $AXTI and $OSS was barely mentioned until 2 weeks ago. 1. $SIDU ($222m) - Vertically integrated LEO satellite as a service company. They build satellites, but customize it for other companies. ->contract under th...

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

18B

营收同比

23.7%

毛利率

48.7%

营收趋势

营收趋势线
21B11B0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: 本地未见新增一手公司事实；24 小时没有新增提及，但 7 天累计 0 次、30 天 2 次，仍有历史关注度。
  • industry_specificity: confirm whether news is specific to LRCX, 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: 15B2022 营收: 17B2023 营收: 17B2024 营收: 15B2025 营收: 18B2021 趋势线: 15B2022 趋势线: 17B2023 趋势线: 17B2024 趋势线: 15B2025 趋势线: 18B20212022202320242025

利润趋势

净利润毛利营业利润
10B5B02021 净利润: 4B2022 净利润: 5B2023 净利润: 5B2024 净利润: 4B2025 净利润: 5B2021 毛利: 7B2022 毛利: 8B2023 毛利: 8B2024 毛利: 7B2025 毛利: 9B2021 营业利润: 4B2022 营业利润: 5B2023 营业利润: 5B2024 营业利润: 4B2025 营业利润: 6B20212022202320242025

利润率趋势

毛利率营业利润率净利率
55.5%27.8%0.0%2021 毛利率: 46.5%2022 毛利率: 45.7%2023 毛利率: 44.6%2024 毛利率: 47.3%2025 毛利率: 48.7%2021 营业利润率: 30.6%2022 营业利润率: 31.2%2023 营业利润率: 29.7%2024 营业利润率: 28.6%2025 营业利润率: 32.0%2021 净利率: 26.7%2022 净利率: 26.7%2023 净利率: 25.9%2024 净利率: 25.7%2025 净利率: 29.1%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202115B-46.5%30.6%26.7%
202217B17.8%45.7%31.2%26.7%
202317B1.2%44.6%29.7%25.9%
202415B-14.5%47.3%28.6%25.7%
202518B23.7%48.7%32.0%29.1%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

2

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

2026-05-20 09:30zacks.com
Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?
2026-05-20 08:01reuters.com
Lam Research opens Austria lab to advance chip packaging, cut costs
2026-05-19 11:45fool.com
If You Can Only Buy 1 AI Stock for the Rest of 2026, Make It This One
2026-05-19 08:40seekingalpha.com
Artisan Select Equity Fund Q1 2026 Portfolio Update
2026-05-19 07:37gurufocus.com
First Look: Home Depot Beats; Blackstone--Google JV; Merck Trial Win
2026-05-18 07:56247wallst.com
Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
2026-05-16 08:10seekingalpha.com
Our Top 10 High Growth Dividend Stocks - May 2026
2026-05-14 13:45zacks.com
Lam Research (LRCX) is an Incredible Growth Stock: 3 Reasons Why
2026-05-14 10:31zacks.com
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
2026-05-13 16:05prnewswire.com
Lam Research Corporation Announces Participation at Upcoming Conferences

新增披露摘要

披露信息

披露分析

最新披露为 2026-04-23 的 10-Q；近 30 天共有 0 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

2026-04-2310-Q
lrcx-20260329.htm
2026-04-228-K
lrcx-20260422.htm
2026-02-038-K
lrcx-20260130.htm
2026-01-2910-Q
lrcx-20251228.htm
2026-01-288-K
lrcx-20260128.htm
2025-11-068-K
lrcx-20251104.htm
2025-10-2410-Q
lrcx-20250928.htm
2025-10-228-K
lrcx-20251022.htm
2025-09-118-K
lrcx-20250908.htm
2025-08-1110-K
lrcx-20250629.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.82

状态

高 beta

立场

中性

动量

看多

高风险观察 · 高

板块定位

行业

technology-semiconductors

ai-infrastructuresemiconductors