ACMR ACM Research, Inc. Class A Common Stock Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
20:02
25 авг
25 авг
The author merely agrees with a parent post that only mentions ACMR without stating any.
The author merely agrees with a parent post that only mentions ACMR without stating any position or directional view.
18:01
23 авг
23 авг
Goldman lifts WFE outlook: AMAT LRCX ACMR
Goldman Sachs raised WFE spending forecasts for 2026-2028 on foundry/logic and DRAM strength; AMAT, LRCX, and ACMR are the tickers listed in the post, no directional view.
Сред.
08:30
11 авг
11 авг
Photonics ramp drives bullish call on semis
Buy silicon photonics-exposed names CAMT, ACMR, AAOI, and LWLG as the author endorses the quoted thesis that photonics orders are ramping, with Camtek's COO flagging a greater share of silicon photonics orders expected in 2027.
Сред.
22:02
07 авг
07 авг
Earnings beat and raised revenue guidance
Reports strong earnings beat and raised FY26 revenue guidance driven by advanced packaging demand.
Сред.
14:10
07 авг
07 авг
ACMR watch after revenue beat, in-line outlook
Watch ACMR after a Q2 revenue/EPS beat and FY guidance around consensus; no author position is stated.
Сред.
23:31
31 июл
31 июл
Exited ACM Research fully; part of the optics/semis trade exit where author doubts forward.
Exited ACM Research fully; part of the optics/semis trade exit where author doubts forward 12-month performance can match the prior period.
Сред.
18:38
08 июл
08 июл
No position; ACMR has a very low correlation pair (DOCN); watch for diversification.
Сред.
00:36
28 июн
28 июн
Monitor ACMR as a Chinese semiconductor localization beneficiary, but not an author-owned pick.
Сред.
03:52
20 июн
20 июн
Long ACMR — автор уже владеет акциями и планирует увеличить долю в понедельник.
Long ACMR — автор уже владеет акциями и планирует увеличить долю в понедельник; предстоящий листинг дочерней компании H-Share является катализатором устранения дисконта к чистой стоимости активов (NAV) в краткосрочной перспективе, при этом независимый рост подтверждает данный тезис.
Сред.
17:33
18 июн
18 июн
Автор объясняет дисконт ACMR к СЧА и потенциальный катализатор во втором полугодии 2026 года.
Автор объясняет дисконт ACMR к СЧА и потенциальный катализатор во втором полугодии 2026 года, но не указывает текущую позицию или прогноз, а лишь предлагает исследовательскую базу.
Низ.
17:18
18 июн
18 июн
Открываем длинную позицию по ACMR как по производителю полупроводникового оборудования.
Открываем длинную позицию по ACMR как по производителю полупроводникового оборудования, торгующемуся с дисконтом к чистой стоимости активов (NAV) и имеющему потенциал роста за счет ИИ; автор раскрывает наличие текущей позиции и рассматривает другие аналогичные возможности в данном секторе.
Сред.
14:29
17 июн
17 июн
Длинная позиция по ACMR через колл-опционы; автор сохраняет оптимистичный прогноз по акциям на.
Длинная позиция по ACMR через колл-опционы; автор сохраняет оптимистичный прогноз по акциям на фоне исторического максимума, ожидая дальнейшего роста на рынке оборудования для производства пластин (WFE) в Китае.
Выс.
04:57
15 июн
15 июн
Author expresses skepticism about ACMR's cleaning step and expansion into competitive process.
Author expresses skepticism about ACMR's cleaning step and expansion into competitive process areas, but does not state a position or forward call.
Низ.
17:00
04 июн
04 июн
Buy ACMR as the wet-process equipment supplier for panel packaging.
Buy ACMR as the wet-process equipment supplier for panel packaging, with tools already sized for 515×510mm and 600×600mm formats; smaller and less-followed than peers, it offers leveraged exposure to panel-line ramps with specific tool configurations already disclosed.
Сред.
20:29
01 июн
01 июн
The author shares realized and unrealized gains on several semiconductor and tech holdings.
The author shares realized and unrealized gains on several semiconductor and tech holdings, expressing a long-term compounding mindset without explicit forward calls beyond HIMX's realized gain.
Низ.
20:54
25 мая
25 мая
Watch ACMR as activist letter argues for a Hong Kong listing to close the ~54% discount to its.
Watch ACMR as activist letter argues for a Hong Kong listing to close the ~54% discount to its ACM Shanghai stake value; potential catalyst for valuation convergence.
Сред.
18:56
25 мая
25 мая
Long ACMR as a pure-play beneficiary of China's push for chip independence.
Long ACMR as a pure-play beneficiary of China's push for chip independence, supported by the author's explicit long position in Jan 2028 call options.
Выс.
03:36
25 мая
25 мая
Long ACMR via Jan 2028 call options, betting on continued momentum from Huawei's chipmaking.
Long ACMR via Jan 2028 call options, betting on continued momentum from Huawei's chipmaking breakthrough that benefits Chinese semiconductor equipment names.
Сред.
20:41
22 мая
22 мая
The tweet suggests ACMR is more leveraged to SMIC.
The tweet suggests ACMR is more leveraged to SMIC, implying bearish exposure to Chinese semiconductor risks.
Выс.
20:21
22 мая
22 мая
Buy ACMR ahead of an expected IPO catalyst, as the company makes semiconductor cleaning.
Buy ACMR ahead of an expected IPO catalyst, as the company makes semiconductor cleaning equipment; expansion efforts are currently marginal but the upcoming public listing is the primary thesis.
Выс.
13:04
18 мая
18 мая
Speaker notes ACM Research resembles pattern of Chinese acquirers targeting Western small caps.
Speaker notes ACM Research resembles pattern of Chinese acquirers targeting Western small caps in optics/robotics, no directional view stated.
Выс.
23:38
17 мая
17 мая
Speaker notes a significant valuation discount of ACMR relative to its Shanghai subsidiary.
Speaker notes a significant valuation discount of ACMR relative to its Shanghai subsidiary, but does not state a directional view or catalyst.
Выс.
19:16
17 мая
17 мая
The author is a shareholder in ACMR, betting that the large valuation discount to its Shanghai subsidiary will narrow, potentially catalyzed by improved US-China relations or corporate actions like a
The author is a shareholder in ACMR, betting that the large valuation discount to its Shanghai subsidiary will narrow, potentially catalyzed by improved US-China relations or corporate actions like a Hong Kong listing.
Сред.
22:49
15 мая
15 мая
Buy ACMR as the market misprices the parent relative to its 74%-owned Shanghai subsidiary.
Buy ACMR as the market misprices the parent relative to its 74%-owned Shanghai subsidiary; shareholder activism and proposed HK listing may close the discount.
Выс.
00:05
15 мая
15 мая
Long domestic Chinese equipment makers as export controls sustain localization demand.
Long domestic Chinese equipment makers as export controls sustain localization demand, even as AI-led growth shifts mix away from China.
Выс.
00:05
15 мая
15 мая
Long ACMR on exposure to plating, cleaning, and panel-level packaging for AI accelerators.
Выс.
00:50
09 мая
09 мая
Long ACMR as China's ongoing push for semiconductor localization drives demand for its wafer.
Long ACMR as China's ongoing push for semiconductor localization drives demand for its wafer cleaning equipment.
Выс.
13:08
07 мая
07 мая
Reports ACMR sales and shipment growth with maintained guidance.
Reports ACMR sales and shipment growth with maintained guidance; no personal directional commitment from speaker.
Выс.
02:51
24 апр
24 апр
Long ACMR as the activist letter targets the valuation gap between Nasdaq and Shanghai-listed.
Long ACMR as the activist letter targets the valuation gap between Nasdaq and Shanghai-listed shares, a market-structure arbitrage that should unlock value.
Сред.
11:50
16 апр
16 апр
Speaker lists ACMR in a past-luck recap of 'stocks starting with A.' Disclaims any informed.
Speaker lists ACMR in a past-luck recap of 'stocks starting with A.' Disclaims any informed view ('no idea what they did as businesses'). No current position, no thesis, no directional opinion.
Выс.
Об аналитическом покрытии ACMR
Buzzberg отслеживает ACMR (ACM Research, Inc. Class A Common Stock) в 12 источниках. Бычьих сигналов: 11, медвежьих: 0, от 11 аналитиков. Сентимент преимущественно бычий (37%). Всего отслеживается 30 торговых идей. За последние 7 дней: наблюдение: 2. Последние спикеры: pequityresearch, pepinveststocks, jasonschips.