分红方面，矽电股份A股上市后累计派现3997.47万元。 融券方面，矽电股份1月27日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额3.20万 元；融券余量1300.00股，融券余额41.60万元。 资料显示，矽电半导体设备(深圳)股份有限公司位于广东省深圳市龙岗区龙城街道黄阁坑社区龙城工业 园3号厂房三楼东区、五楼中西区，成立日期2003年12月25日，上市日期2025年3月24日，公司主营业务 涉及主要从事半导体专用设备的研发、生产和销售,专注于半导体探针测试技术领域。主营业务收入构 成为：晶粒探针台54.52%，晶圆探针台34.00%，其他11.48%。 截至9月30日，矽电股份股东户数1.21万，较上期增加15.30%；人均流通股862股，较上期减少13.27%。 2025年1月-9月，矽电股份实现营业收入2.89亿元，同比减少20.54%；归母净利润2506.22万元，同比减 少61.30%。 1月27日，矽电股份涨3.37%，成交额5.67亿元。两融数据显示，当日矽电股份获融资买入额7202.01万 元，融资偿还9532.53万元，融资净买入-2330.51万元。截至1月2 ...

MKS (MKSI) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this maker of analysis and processing equipment for semiconductor companies, should get reflected in its stock price. After all, empirical researc ...

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On January 26, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,642.00 price target. The firm anticipates a robust Q4 beat, with revenue and booking strength viewed as key upside drivers. With ASML set to report earnings on January 28th, the firm has previewed its latest data points and buy side expectations. It believes ASML will likely beat consensus expectations, with order st ...

Core Insights - ASML Holding is strategically increasing its gross margin, achieving 50.5% in 2023 and projecting 51.3% in 2024, with expectations of 54% to 56% in 2025 and 56% to 60% by 2030 [1][11] Group 1: Gross Margin Strategy - The company plans to enhance its gross margin by shifting its product mix towards advanced logic and DRAM, which require more advanced lithography systems [2] - ASML's productivity roadmap for low-NA systems and the launch of High-NA will help reduce technology costs and enable more multi-patterning layers to be converted into a single EUV exposure, particularly for advanced DRAM nodes [3] Group 2: Market Position and Competition - ASML is experiencing a shift in advanced chip manufacturing, moving from complex multi-patterning with DUV to single-exposure EUV, which simplifies production and improves yield [4] - The company holds a near-monopoly in EUV technology, essential for producing the world's most advanced chips at 3nm and below, providing it with significant pricing power and strategic importance [5] Group 3: Competitors - In the broader wafer fabrication equipment space, ASML competes with Lam Research and Applied Materials, both of which are gaining traction in the memory segment and advanced semiconductor manufacturing technologies [6][7][8] Group 4: Financial Performance - ASML shares have increased by 93.6% over the past six months, significantly outperforming the Computer and Technology sector's growth of 14.4% [9] - The company trades at a forward price-to-sales ratio of 13.34X, higher than the sector average of 7.32X [12] - The Zacks Consensus Estimate for ASML's fiscal 2025 and 2026 earnings indicates year-over-year growth of 40.7% and 7.7%, respectively, with recent upward revisions in estimates [14]

Applied Materials (AMAT) stock climbed 1.13% on Jan. 23 after Deutsche Bank was the latest Wall Street firm to upgrade the semiconductor equipment maker. The investment firm joined a growing chorus of analysts who turned bullish on the company’s near-term prospects. Analyst Melissa Weathers raised her rating to “Buy” from “Hold” and set a $390 price target, citing an increasingly favorable environment for wafer fabrication equipment spending. She noted her estimates for Applied Materials are roughly 10% a ...

Core Insights - ASML dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography technology, which is essential for producing the world's most advanced chips [1] Company Overview - ASML is a key player in the semiconductor industry, particularly known for its EUV lithography technology [1]

Quick Read ASML (ASML) holds 100% of the EUV lithography market. ASML stock surged 145% from its 52-week low. ASML Q3 sales reached $8.78B with 51.6% gross margin. Full-year 2025 sales are projected up 15%. An analyst raised the price target to Street-high $1,642 representing 16% upside from current levels. Investors rethink ‘hands off’ investing and decide to start making real money ASML (NASDAQ:ASML) dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography tech ...

Since the start of 2026, the S&P 500 has risen by just 1%. However, three stocks that have overperformed during this period on Wall Street are in the semiconductor equipment sector: Lam Research (up 27.6%), Applied Materials (up 25.8%) and KLA (up 24.6%). Over the same period, two Israeli dual-traded semiconductor equipment companies Nova Ltd. (Nasdaq:NVMI; TASE:NVMI) and Camtek (Nasdaq: CAMT; TASE: CAMT) have risen 38% and 34% respectively. Both Israeli companies have developed equipment used for testing ...

| 今日 | 该指数 该指数自20 | | --- | --- | | 该指数涨跌 | 滚动市销率 发布以来估值 | | 0.4% | 5.2倍 99.69 | 1月27日，半导体设备板块低开高走，截至收盘，中证云计算与大数据主题指数上涨0.4%，中证芯片产业指数上涨2.1%，中证半导体材料设备主题指数上涨 2.3%，半导体设备ETF易方达（159558）全天净申购达1600万份。 东吴证券研报指出，在扩产方面，国产半导体设备正迎来历史性的发展机遇。2026年将开启确定性较强的扩产周期，预计半导体设备全行业的订单增速将超 过30%。 每日经济新闻 ...

格隆汇1月27日｜有投资者在互动平台向天准科技提问：请问贵公司主力产品涉及的是前道检测还是后 道检测设备？现阶段所处的行业地位如何？天准科技回复称，公司的半导体业务主要是前道晶圆量检测 设备，其中TB1500明场检测设备已经正式销售给客户，已用于客户量产线。 ...