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股票池

TTMI

状态日期：2026-05-27

观察
中高高正常
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

54

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

19.0%

改善

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 4 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

2025-12-02 01:21

来源

llm

更新时间

2026-03-26 16:33

作者立场：中性；价格动量：看多。最新证据：Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

当前观点证据

2025-12-02 01:21中性

Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

Serenity 变化

时间线

首次提出2025-12-02 01:21中性
原推

Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

  1. 2026-03-26 16:33中性上下文更新

    So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhen Ding Tech (TPE: 4958) - Gold Circuit...

  2. 2026-01-24 02:34中性事实更新

    US, but I travel around a lot. ... there are similar US plays like $TTMI (up 267% 1Y) for similar exposure if you want to avoid foreign fees but obviously not quite the same.

  3. 2025-12-02 01:21中性上下文更新

    Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 4

复核时间：2026-06-26

证据

证据摘要

最新期 2025营收 3BBeta 2.11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

3B

营收同比

19.0%

毛利率

19.6%

2022

营收 2BYoY 11.0%经营 8.4%净利 3.8%

2023

营收 2BYoY -10.5%经营 1.9%净利 -0.8%

2024

营收 2BYoY 9.4%经营 4.8%净利 2.3%

2025

营收 3BYoY 19.0%经营 9.0%净利 6.1%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-19 10:20zacks.com
TTM Technologies vs. SanDisk: Which AI Infra Stock is a Better Buy?
2026-05-18 19:29gurufocus.com
A Look at TTM Technologies Inc (TTMI) After 5.0% Decline -- GF Value $28.23 vs Price $158.91
2026-05-18 09:11zacks.com
Can Missile Defense Demand Drive TTMI's Aerospace & Defense Momentum?

近期披露

披露信息

最新披露为 2026-05-18 的 8-K；近 30 天共有 4 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。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。

2026-05-188-K
d131334d8k.htm
2026-05-088-K
d131458d8k.htm
2026-05-0110-Q
ttmi-20260330.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-12-02 01:21中性

Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.11

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

technology-hardware-equipment-parts

optical-photonics-cpoai-infrastructureenergy-poweraerospace-defenseconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to TTMI, not only Hardware, Equipment & Parts

背景

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
股票池

TTMI

观察中高高正常

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

中性

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

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

4

8-K

收入同比

19.0%

改善

Beta

2.11

高 beta

llm · 2026-03-26 16:33

Serenity 时间线

首次提出2025-12-02 01:21中性
原推

Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

  1. 2026-03-26 16:33中性上下文更新

    So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhen Ding Tech (TPE: 4958) - Gold Circuit...

  2. 2026-01-24 02:34中性事实更新

    US, but I travel around a lot. ... there are similar US plays like $TTMI (up 267% 1Y) for similar exposure if you want to avoid foreign fees but obviously not quite the same.

  3. 2025-12-02 01:21中性上下文更新

    Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. [Critical] Design/IP: - Broa...

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

3B

营收同比

19.0%

毛利率

19.6%

营收趋势

营收趋势线
3B2B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to TTMI, not only Hardware, Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-hardware-equipment-parts

提及 106新闻 20股票 38
2021 营收: 2B2022 营收: 2B2023 营收: 2B2024 营收: 2B2025 营收: 3B2021 趋势线: 2B2022 趋势线: 2B2023 趋势线: 2B2024 趋势线: 2B2025 趋势线: 3B20212022202320242025

利润趋势

净利润毛利营业利润
650M275M-101M2021 净利润: 54M2022 净利润: 95M2023 净利润: -19M2024 净利润: 56M2025 净利润: 177M2021 毛利: 372M2022 毛利: 458M2023 毛利: 413M2024 毛利: 477M2025 毛利: 568M2021 营业利润: 126M2022 营业利润: 210M2023 营业利润: 42M2024 营业利润: 116M2025 营业利润: 262M20212022202320242025

利润率趋势

毛利率营业利润率净利率
22.4%9.4%-3.7%2021 毛利率: 16.5%2022 毛利率: 18.4%2023 毛利率: 18.5%2024 毛利率: 19.5%2025 毛利率: 19.6%2021 营业利润率: 5.6%2022 营业利润率: 8.4%2023 营业利润率: 1.9%2024 营业利润率: 4.8%2025 营业利润率: 9.0%2021 净利率: 2.4%2022 净利率: 3.8%2023 净利率: -0.8%2024 净利率: 2.3%2025 净利率: 6.1%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20212B-16.5%5.6%2.4%
20222B11.0%18.4%8.4%3.8%
20232B-10.5%18.5%1.9%-0.8%
20242B9.4%19.5%4.8%2.3%
20253B19.0%19.6%9.0%6.1%

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 低。

重点消息

2026-05-19 10:20zacks.com
TTM Technologies vs. SanDisk: Which AI Infra Stock is a Better Buy?
2026-05-18 19:29gurufocus.com
A Look at TTM Technologies Inc (TTMI) After 5.0% Decline -- GF Value $28.23 vs Price $158.91
2026-05-18 09:11zacks.com
Can Missile Defense Demand Drive TTMI's Aerospace & Defense Momentum?
2026-05-15 09:46zacks.com
Should You Hold TTMI at 41.1X P/E? 3 Reasons Despite the Premium
2026-05-13 13:01zacks.com
TTMI's Penang Ramp Advances: Can Margin Expansion Continue Ahead?
2026-05-13 00:11gurufocus.com
A Look at TTM Technologies Inc (TTMI) After 3.9% Gain -- GF Value $27.64 vs Price $163.36
2026-05-11 22:20gurufocus.com
TTM Technologies Inc (TTMI) Shares Surge 3.6% -- What GF Score of 78 Tells Investors
2026-05-07 10:50zacks.com
TTM Technologies (TTMI) is a Top-Ranked Momentum Stock: Should You Buy?
2026-05-05 10:45zacks.com
Why TTM Technologies (TTMI) is a Top Growth Stock for the Long-Term
2026-05-05 08:14benzinga.com
Jim Cramer Isn't Jumping Into Pershing Square—Yet This Tech Stock Is A 'Good One'

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-18 的 8-K；近 30 天共有 4 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。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

2026-05-188-K
d131334d8k.htm
2026-05-088-K
d131458d8k.htm
2026-05-0110-Q
ttmi-20260330.htm
2026-04-298-K
d103788d8k.htm
2026-02-1710-K
ttmi-20251229.htm
2026-02-048-K
d19660d8k.htm
2026-02-028-K
d296024d8k.htm
2026-01-138-K
d79367d8k.htm
2025-10-3110-Q
ttmi-20250929.htm
2025-10-298-K
d89774d8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.11

状态

高 beta

立场

中性

动量

看多

观察 · 正常

板块定位

行业

technology-hardware-equipment-parts

optical-photonics-cpoai-infrastructureenergy-poweraerospace-defenseconsumer