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股票池

SILC

状态日期:2026-05-27

高风险观察
中高正常
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

38

新增排序

24h 提及

0

短线新增

7日新闻

0

none

收入同比

6.6%

稳定

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:Thank you, I’ll do more research into $AUR and $SILC 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

2026-02-10 03:33

来源

llm

更新时间

2026-02-10 03:33

作者立场:中性;价格动量:看多。最新证据:Thank you, I’ll do more research into $AUR and $SILC

当前观点证据

2026-02-10 03:33中性

Thank you, I’ll do more research into $AUR and $SILC

Serenity 变化

时间线

首次提出2026-02-10 03:33中性
原推

Thank you, I’ll do more research into $AUR and $SILC

  1. 2026-02-10 03:33中性初始观点

    Thank you, I’ll do more research into $AUR and $SILC

新鲜度

新增信号

-
24h 07D 030D 0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 62MBeta 1.60披露 -
展开证据详情

年度数据

基本面证据

最新期

2025

营收

62M

营收同比

6.6%

毛利率

30.6%

2022

营收 151MYoY 17.2%经营 13.2%净利 12.2%

2023

营收 124MYoY -17.6%经营 -23.1%净利 -21.3%

2024

营收 58MYoY -53.2%经营 -22.8%净利 -23.6%

2025

营收 62MYoY 6.6%经营 -19.8%净利 -18.5%

简读 + 重点消息

消息面

0 条 7日新闻,压力 none。

当前 profile 没有可解析的公司新闻。

近期披露

披露信息

Filing body read (6-K 2026-05-05) Silicom filed a Form 6-K reporting that it issued a May 5, 2026 press release titled “Pioneering AI Inference Acceleration Provider Selects Silicom’s Inference-Specific Solution.” Material changes: A customer or provider described as a pioneering AI inference acceleration provider selected Silicom’s inference-specific solution.; The Form 6-K, including exhibits, is incorporated by reference into Silicom’s effective Securities Act registration statements.. Risks: The available text does not disclose whether the selection is binding, the size of the opportunity, or expected timing.; Customer concentration, execution, pricing, margin, and deployment risks cannot be assessed from the available text.. Next checks: Review Exhibit 99.1 press release for customer description, order size, timing, and management commentary.; Check whether the referenced registration statements could make this 6-K part of an active offering disclosure record.; Compare with subsequent filings or releases for purchase orders, revenue guidance, or backlog impact..

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

2026-02-10 03:33中性

Thank you, I’ll do more research into $AUR and $SILC

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.60

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

technology-communication-equipment

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Silicom filed a Form 6-K announcing a January 5, 2026 press release titled that a global networking and security giant expanded deployment of Silicom edge devices across multiple additional use cases.
  • industry_specificity: confirm whether news is specific to SILC, not only Communication Equipment

背景

行业背景

technology-communication-equipment

提及 94新闻 31股票 20
股票池

SILC

高风险观察中高正常

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

38

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

none

30日披露

0

-

收入同比

6.6%

稳定

Beta

1.60

高 beta

llm · 2026-02-10 03:33

Serenity 时间线

首次提出2026-02-10 03:33中性
原推

Thank you, I’ll do more research into $AUR and $SILC

  1. 2026-02-10 03:33中性初始观点

    Thank you, I’ll do more research into $AUR and $SILC

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

62M

营收同比

6.6%

毛利率

30.6%

营收趋势

营收趋势线
172M86M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Silicom filed a Form 6-K announcing a January 5, 2026 press release titled that a global networking and security giant expanded deployment of Silicom edge devices across multiple additional use cases.
  • industry_specificity: confirm whether news is specific to SILC, not only Communication Equipment

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-communication-equipment

提及 94新闻 31股票 20
2021 营收: 128M2022 营收: 151M2023 营收: 124M2024 营收: 58M2025 营收: 62M2021 趋势线: 128M2022 趋势线: 151M2023 趋势线: 124M2024 趋势线: 58M2025 趋势线: 62M20212022202320242025

利润趋势

净利润毛利营业利润
63M12M-40M2021 净利润: 11M2022 净利润: 18M2023 净利润: -26M2024 净利润: -14M2025 净利润: -11M2021 毛利: 44M2022 毛利: 52M2023 毛利: 29M2024 毛利: 17M2025 毛利: 19M2021 营业利润: 13M2022 营业利润: 20M2023 营业利润: -29M2024 营业利润: -13M2025 营业利润: -12M20212022202320242025

利润率趋势

毛利率营业利润率净利率
42.7%5.5%-31.7%2021 毛利率: 34.6%2022 毛利率: 34.5%2023 毛利率: 23.1%2024 毛利率: 28.6%2025 毛利率: 30.6%2021 营业利润率: 10.2%2022 营业利润率: 13.2%2023 营业利润率: -23.1%2024 营业利润率: -22.8%2025 营业利润率: -19.8%2021 净利率: 8.2%2022 净利率: 12.2%2023 净利率: -21.3%2024 净利率: -23.6%2025 净利率: -18.5%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021128M-34.6%10.2%8.2%
2022151M17.2%34.5%13.2%12.2%
2023124M-17.6%23.1%-23.1%-21.3%
202458M-53.2%28.6%-22.8%-23.6%
202562M6.6%30.6%-19.8%-18.5%

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 none。

重点消息

当前 profile 没有可解析的公司新闻。

新增披露摘要

披露信息

披露分析

Filing body read (6-K 2026-05-05) Silicom filed a Form 6-K reporting that it issued a May 5, 2026 press release titled “Pioneering AI Inference Acceleration Provider Selects Silicom’s Inference-Specific Solution.” Material changes: A customer or provider described as a pioneering AI inference acceleration provider selected Silicom’s inference-specific solution.; The Form 6-K, including exhibits, is incorporated by reference into Silicom’s effective Securities Act registration statements.. Risks: The available text does not disclose whether the selection is binding, the size of the opportunity, or expected timing.; Customer concentration, execution, pricing, margin, and deployment risks cannot be assessed from the available text.. Next checks: Review Exhibit 99.1 press release for customer description, order size, timing, and management commentary.; Check whether the referenced registration statements could make this 6-K part of an active offering disclosure record.; Compare with subsequent filings or releases for purchase orders, revenue guidance, or backlog impact..

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

1.60

状态

高 beta

立场

中性

动量

看多

高风险观察 · 正常

板块定位

行业

technology-communication-equipment

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense