Group 1: Betterware de Mexico SAPI de C - Betterware de Mexico SAPI de C has a Zacks Rank 1 (Strong Buy) and a Zacks Consensus Estimate for current year earnings increased by 0.6% over the last 60 days [1] - The company's shares gained 52.6% over the last three months compared to the S&P 500's gain of 2.5% [2] - Betterware de Mexico possesses a Momentum Score of A [2] Group 2: Lam Research - Lam Research has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.8% over the last 60 days [2] - The company's shares gained 49.8% over the last three months compared to the S&P 500's gain of 2.5% [3] - Lam Research possesses a Momentum Score of B [3] Group 3: Amphenol - Amphenol has a Zacks Rank 1 and a Zacks Consensus Estimate for current year earnings increased by 0.3% over the last 60 days [3] - The company's shares gained 12.9% over the last three months compared to the S&P 500's gain of 2.5% [4] - Amphenol possesses a Momentum Score of B [4]

Ac t i o n | 21 Jan 2026 18:19:50 ET │ 14 pages ASMPT (0522.HK) Rising AP Exposure and SMT Assessment to Unlock Share Value | n Buy | | | --- | --- | | Price (21 Jan 26 16:10) | HK$101.80 | | Target price | HK$125.00↑ | | from HK$100.00 | | | Expected share price return | 22.8% | | Expected dividend yield | 2.1% | | Expected total return | 24.9% | | Market Cap | HK$42,530M | | | US$5,453M | Price Performance (RIC: 0522.HK, BB: 522 HK) CITI'S TAKE We raise our ASMPT target price to HK$125 on its peak valuati ...

Wall Street analysts forecast that Lam Research (LRCX) will report quarterly earnings of $1.17 per share in its upcoming release, pointing to a year-over-year increase of 28.6%. It is anticipated that revenues will amount to $5.23 billion, exhibiting an increase of 19.6% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 1.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration ...

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not be recognized by the broader market, leveraging a background in auditing and finance [1]

Core Viewpoint - Applied Materials (AMAT) remains a "Strong Buy" despite a 67% gain since the last analysis, driven by the ongoing influence of AI on the economy and capital expenditures [1] Company Analysis - The company is positioned to benefit from increased capital expenditures and supply chain developments related to AI [1] - The analyst emphasizes a focus on earnings, technological disruption, policy shifts, and capital flows to identify mispriced opportunities [1] Investment Strategy - The investment approach combines top-down macro analysis with bottom-up stock selection and real-time positioning using tools like Bloomberg and data models [1] - The analyst shares high-conviction ideas and contrarian views on both growth and value stocks [1]

Core Viewpoint - Applied Materials (AMAT) remains a "Strong Buy" despite a 67% gain since the last analysis, driven by the ongoing influence of AI on the economy and capital expenditures [1] Company Analysis - The company is positioned to benefit from increased capital expenditures and supply chain developments related to AI [1] - The analyst emphasizes a focus on earnings, technological disruption, policy shifts, and capital flows to identify mispriced opportunities [1] Investment Strategy - The investment approach combines top-down macro analysis with bottom-up stock selection and real-time positioning using tools like Bloomberg and data models [1] - The analyst shares high-conviction ideas and contrarian views on both growth and value stocks [1]

南财智讯1月23日电，精智达公告，公司控股子公司合肥精智达集成电路技术有限公司签订日常经营性 销售合同，合同标的为半导体测试设备及其配套治具，合同总金额为人民币13.11亿元（含税）。 ...

天眼查显示，截至目前，鲁汶仪器共获得9轮融资，投资方包括深创投、十月资本、冯源资本、物产中 大投资、亦庄控股、中科院创投、国科创投、长江资本、中科创星及中科院微电子等。 公开资料显示，鲁汶仪器董事长兼CEO是许开东，比利时鲁汶大学化学博士。他于2004年至2010年，任 奥地利泛林半导体（LamResearch）资深研发经理；2010年至2015年，任比利时欧洲微电子研究中心等 离子刻蚀部门研发主管、经理；2015年至今，任鲁汶仪器董事长兼CEO。 鲁汶仪器成立于2015年9月，法定代表人为许开东，注册资本1.96亿元。公司控股股东为Leuven Instruments，持有鲁汶仪器19.82%股权。 鲁汶仪器专注于为集成电路制造产业提供先进装备和工艺解决方案，其自主研发的磁存储器刻蚀机等产 品，填补了国内相关技术的空白。此前，该企业成功入选2024年新晋潜在独角兽企业、2025年江苏独角 兽企业。 | 大眼堂 | | | 重公司 | 查考版: 面关系 面风险 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 国家中小企业发展子基企 ...

Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of over 8.7 billion yuan in the past 20 days, indicating strong capital interest driven by the surge in demand for AI infrastructure [1] - TSMC is expected to achieve record growth in 2025, driven by AI and advanced process technologies, with capital expenditures projected to increase significantly to between 52 billion and 56 billion USD in 2026, exceeding market expectations [1] - The global smartphone market is projected to show resilience amidst multiple challenges, with an estimated shipment of 1.26 billion units in 2025, reflecting a year-on-year growth of 1.9%, primarily supported by strong performance in high-end and foldable models [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on companies involved in semiconductor material research, production, and equipment manufacturing, serving as an important indicator of the upstream semiconductor industry [2] - The index reflects the market conditions of the upstream semiconductor sector, characterized by high technical intensity and growth potential, making it a key metric for observing the development trends in the semiconductor industry [2]

本 文 中所指的半导体用真空闸阀，是一种应用于半导体制造设备的真空隔离阀组件。该阀通过闸板的直线运动实 现流路的启闭，可在真空腔体之间形成快速启闭、低泄漏、低颗粒污染的隔离屏障。 半导体用真空闸阀全球市场规模 为更精准地体现闸阀在半导体行业的应用场景与产品形态，本研究采用 " 闸板驱动式隔离 " 的界定范畴，具体涵 盖以下三类产品： 1. 腔室 / 负载锁定闸阀：用作腔室门阀、负载锁定腔隔离门阀及真空泵端隔离阀； 2. 狭缝 / 传输闸阀及传输门：安装于传输腔与工艺腔、负载锁定腔之间的晶圆传输接口（即矩形 " 传输狭缝 " 开口 处）。此类阀门在行业内常被称为狭缝阀、传输阀或真空传输门，因几何结构与接口适配要求，通常作为独立品 类编入产品目录，但从工程原理来看，仍属于闸板驱动式隔离阀； 3. 全金属密封闸阀：采用金属密封结构或全金属材质设计，适用于超高真空、真空烘烤、高温环境及高频率启闭 工况。 此类阀门在设备中的典型应用位置包括：工艺腔室门阀隔离、负载锁定腔隔离、传输腔与工艺腔 / 负载锁定腔之 间的狭缝 / 传输隔离，以及先进工艺或超高真空工况所需的全金属密封闸阀。 综上，真空闸阀是一类用于真空流路隔离与 ...