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

OSS

状态日期：2026-05-27

高风险观察
中极端高
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

94

新增排序

24h 提及

0

短线新增

7日新闻

1

低

收入同比

-41.1%

revenue contraction

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching... 暂无 AI 结论。

近 7 天有 1 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2025-11-05 16:34

来源

llm

更新时间

2026-05-24 00:55

作者立场：中性；价格动量：看多。最新证据：Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching...

当前观点证据

2025-11-05 16:34中性

Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching...

Serenity 变化

时间线

首次提出2025-11-05 16:34中性
原推

Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching...

  1. 2026-05-24 00:55中性上下文更新

    I don't post dollar amounts because they don't matter. What matters is return %。 Speaking of that... YTD: 3840.39%。 I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe...

  2. 2026-05-16 05:34中性上下文更新

    Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE...

  3. 2026-04-18 03:52中性上下文更新

    Genuinely thanks for nice comments. I share my ideas for free in the end though since I want to help out the retail community. $TSEM hit triple digit return... so that's 16 different names YTD. So my YTD hit 1525%+ as...

  4. 2026-04-17 03:36中性上下文更新

    Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11....

  5. 2026-04-11 04:30中性上下文更新

    I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE...

新鲜度

新增信号

NEWSSEC
24h 07D 130D 2新闻 1披露 3

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 32MBeta 1.15披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

32M

营收同比

-41.1%

毛利率

46.5%

2022

营收 72MYoY 16.8%经营 2.2%净利 -3.1%

2023

营收 61MYoY -15.9%经营 -13.0%净利 -11.0%

2024

营收 55MYoY -10.2%经营 -24.4%净利 -24.9%

2025

营收 32MYoY -41.1%经营 -10.5%净利 15.8%

简读 + 重点消息

消息面

1 条 7日新闻，压力 低。

2026-05-22 21:12gurufocus.com
One Stop Systems Inc (OSS) Shares Surge 8.0% -- What GF Score of 51 Tells Investors
2026-05-14 13:00zacks.com
All You Need to Know About One Stop Systems (OSS) Rating Upgrade to Strong Buy
2026-05-13 08:00globenewswire.com
One Stop Systems to Attend Special Operations Forces Week on May 19 - 21

近期披露

披露信息

最新披露为 2026-05-19 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x5。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-198-K
oss-20260513.htm
2026-05-088-K
oss-20260507.htm
2026-05-0610-Q
oss-20260331.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-11-05 16:34中性

Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching...

24h / 7天 / 30天

情绪与市场

24h

0

7D

1

30D

2

Beta

1.15

敏感度

高关注高 beta

情绪风险

极端

估值风险

高

背景

行业与主题

technology-computer-hardware

ai-infrastructuresemiconductorscrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: 未见本地新增一手公司事实。 24 小时没有新增提及，但 7 天累计 1 次、30 天 2 次，仍有历史关注度。
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock

背景

行业背景

technology-computer-hardware

提及 8新闻 21股票 19
股票池

OSS

高风险观察中极端高

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

94

新增信息排序

24h 提及

0

短线新增

7天提及

1

高

30天提及

2

长周期热度

7日新闻

1

低

30日披露

3

8-K

收入同比

-41.1%

revenue contraction

Beta

1.15

高关注高 beta

llm · 2026-05-24 00:55

Serenity 时间线

首次提出2025-11-05 16:34中性
原推

Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching...

  1. 2026-05-24 00:55中性上下文更新

    I don't post dollar amounts because they don't matter. What matters is return %。 Speaking of that... YTD: 3840.39%。 I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe...

  2. 2026-05-16 05:34中性上下文更新

    Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE...

  3. 2026-04-18 03:52中性上下文更新

    Genuinely thanks for nice comments. I share my ideas for free in the end though since I want to help out the retail community. $TSEM hit triple digit return... so that's 16 different names YTD. So my YTD hit 1525%+ as...

  4. 2026-04-17 03:36中性上下文更新

    Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11....

  5. 2026-04-11 04:30中性上下文更新

    I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE...

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

32M

营收同比

-41.1%

毛利率

46.5%

营收趋势

营收趋势线
83M41M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: 未见本地新增一手公司事实。 24 小时没有新增提及，但 7 天累计 1 次、30 天 2 次，仍有历史关注度。
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock
  • filing_review: read latest SEC filing before treating the state as stable
  • attention_validation: check whether recent attention is supported by fundamentals

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-computer-hardware

提及 8新闻 21股票 19
2021 营收: 62M2022 营收: 72M2023 营收: 61M2024 营收: 55M2025 营收: 32M2021 趋势线: 62M2022 趋势线: 72M2023 趋势线: 61M2024 趋势线: 55M2025 趋势线: 32M20212022202320242025

利润趋势

净利润毛利营业利润
25M3M-18M2021 净利润: 2M2022 净利润: -2M2023 净利润: -7M2024 净利润: -14M2025 净利润: 5M2021 毛利: 20M2022 毛利: 20M2023 毛利: 18M2024 毛利: 8M2025 毛利: 15M2021 营业利润: 2M2022 营业利润: 2M2023 营业利润: -8M2024 营业利润: -13M2025 营业利润: -3M20212022202320242025

利润率趋势

毛利率营业利润率净利率
56.5%10.8%-34.9%2021 毛利率: 31.7%2022 毛利率: 28.2%2023 毛利率: 29.5%2024 毛利率: 14.1%2025 毛利率: 46.5%2021 营业利润率: 2.8%2022 营业利润率: 2.2%2023 营业利润率: -13.0%2024 营业利润率: -24.4%2025 营业利润率: -10.5%2021 净利率: 3.8%2022 净利率: -3.1%2023 净利率: -11.0%2024 净利率: -24.9%2025 净利率: 15.8%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202162M-31.7%2.8%3.8%
202272M16.8%28.2%2.2%-3.1%
202361M-15.9%29.5%-13.0%-11.0%
202455M-10.2%14.1%-24.4%-24.9%
202532M-41.1%46.5%-10.5%15.8%

24h / 7天 / 30天

情绪面

24h

0

7D

1

30D

2

风险: 极端 · 高

简读 + 重点消息

消息面

消息简读

1 条 7日新闻，压力 低。

重点消息

2026-05-22 21:12gurufocus.com
One Stop Systems Inc (OSS) Shares Surge 8.0% -- What GF Score of 51 Tells Investors
2026-05-14 13:00zacks.com
All You Need to Know About One Stop Systems (OSS) Rating Upgrade to Strong Buy
2026-05-13 08:00globenewswire.com
One Stop Systems to Attend Special Operations Forces Week on May 19 - 21
2026-05-08 14:01zacks.com
OSS' Q1 Earnings and Revenues Beat Estimates on Strong Bookings & Mix
2026-05-06 14:41seekingalpha.com
One Stop Systems, Inc. (OSS) Q1 2026 Earnings Call Transcript
2026-05-06 10:30zacks.com
One Stop Systems, Inc. (OSS) Beats Q1 Earnings and Revenue Estimates
2026-05-06 08:00globenewswire.com
One Stop Systems Reports Q1 2026 Results
2026-05-04 14:20zacks.com
OSS Set to Report Q1 Earnings : What's in Store for the Stock?
2026-04-28 15:04benzinga.com
One Stop System Stock Is Trending: A Key Level Just Came Into Play
2026-04-27 08:00globenewswire.com
One Stop Systems to Report First Quarter 2026 Financial Results

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-19 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x5。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-198-K
oss-20260513.htm
2026-05-088-K
oss-20260507.htm
2026-05-0610-Q
oss-20260331.htm
2026-04-158-K
oss-20260415.htm
2026-03-1810-K
oss-20251231.htm
2026-01-068-K
oss-20260106.htm
2025-11-0510-Q
oss-20250930.htm
2025-10-018-K
oss-20251001.htm
2025-08-0710-Q
oss-20250630.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.15

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-computer-hardware

ai-infrastructuresemiconductorscrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet