Nikon表示，4-9月期间精机事业(包含半导体、FPD光刻机)营收较去年同期减少14.3%至698.86亿日 元、营益受惠结构改革效益而飙增222.6%至30.44亿日元；影像事业(相机事业、包含数位相机和可 换镜头)营收减少4.4%至1,450.37亿日元、营益暴减47.5%至151.43亿日元。 公众号记得加星标⭐️，第一时间看推送不会错过。 来 源： 内容来自moneydj。 由于半导体光刻机销售减少、加上受美国关税影响，Nikon（尼康） 5年来首度陷入营业亏损，下修 今年度光刻机销量预估，今日股价大跌。 根据Yahoo Finance的报价显示，截至台北时间7日上午11点45分为止，Nikon大跌3.72%至1,733日 元。 Nikon 6日盘后公布今年度上半年(2025年4-9月)财报：因半导体光刻机销售减少、加上受美国关税政 策影响，合并营收较去年同期下滑6.0%至3,129.15亿日元，合并营业亏损额为48.29亿日元(去年同期 为营益58亿日元)，就历年同期来看、为5年来首度陷入营业亏损，合并纯益受惠解散子公司认列一次 性获利而暴增80.7%至53.56亿日元。 Nikon 10月31日 ...

天眼查App显示，近日，马鞍山思艾美微电子科技有限公司成立，法定代表人为梅家祺，注册资本100 万人民币，经营范围为一般项目：半导体器件专用设备销售；电子专用设备销售；机械电气设备销售； 机械设备销售；电子、机械设备维护（不含特种设备）；机械零件、零部件销售；电子产品销售；技术 服务、技术开发、技术咨询、技术交流、技术转让、技术推广（除许可业务外，可自主依法经营法律法 规非禁止或限制的项目）。 ...

天眼查App显示，近日，苏州市长电半导体设备有限公司成立，法定代表人为黄显芳，注册资本100万 人民币，经营范围为一般项目：半导体器件专用设备制造；半导体器件专用设备销售；集成电路设计； 集成电路制造；集成电路销售；智能基础制造装备制造；智能基础制造装备销售；电子专用设备制造； 电子专用设备销售；电子产品销售；机械设备销售；电子元器件与机电组件设备销售；工业自动控制系 统装置销售；人工智能硬件销售；电子元器件零售；机械设备租赁；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；通用设备修理；专用设备修理；贸易经纪；经济贸易咨询；销售代 理；金属切割及焊接设备销售；电子专用材料制造；电子专用材料销售；电子专用材料研发；金属结构 销售；机床功能部件及附件销售；五金产品零售；机械零件、零部件销售；环境保护专用设备销售（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Key Takeaways Stocks like EVER, FOLD, CBOE and LRCX were screened for strong liquidity and asset efficiency.The screen narrowed 7,700 stocks to eight, with these four meeting strict efficiency and growth criteria.Each stock also boasts higher asset utilization than its industry average and solid growth attributes.Investors seeking solid gains should consider adding stocks with strong liquidity, which promotes business expansion. Liquidity indicates a company’s ability to fulfill short-term debt obligations. ...

Looking at the markets broadly, recent headlines continue to reflect strong and sustained demand for AI and high-performance compute. NVIDIA projects that global AI infrastructure investments could reach $3 trillion to $4 trillion by the end of the decade, potentially reshaping the semiconductor supply chain. At the core of this evolution are new memory and logic transistors, and packaging architectures supporting chiplets for logic, 3D stacking for memory, and nascent co-package optics, all designed to inc ...

Core Insights - Wall Street experienced a significant decline on November 6, 2025, primarily due to a sell-off in technology stocks and concerns regarding the ongoing U.S. government shutdown, which is the largest in history [1][9] Investment Strategy - Equity investors are advised to focus on dividend growth stocks rather than high price-yielding stocks, as companies with a history of raising dividends typically demonstrate strong financial health, providing a defensive hedge against economic uncertainty [2][4] - Stocks with a strong history of year-over-year dividend growth are considered to form a healthier portfolio with greater potential for capital appreciation compared to simple dividend-paying stocks [3][6] Selected Dividend Growth Stocks - Five dividend growth stocks identified as solid investment choices include: - **Vertiv (VRT)**: Expected revenue growth of 27.5% year-over-year for 2025, long-term earnings growth rate of 30%, and an annual dividend yield of 0.08% [10][11] - **Tapestry Inc. (TPR)**: Projected revenue growth of 3.20% for fiscal 2026, long-term earnings growth rate of 7.60%, and an annual dividend yield of 1.46% [11] - **HCA Healthcare (HCA)**: Anticipated revenue growth of 7.4% for 2025, long-term earnings growth rate of 12.3%, and an annual dividend yield of 0.61% [12] - **Lam Research (LRCX)**: Expected revenue growth of 12.7% for fiscal 2026, long-term earnings growth rate of 20.3%, and an annual dividend yield of 0.63% [13] - **CBOE Global Markets (CBOE)**: Projected revenue growth of 13.2% for 2025, long-term earnings growth rate of 16.3%, and an annual dividend yield of 1.15% [14] Investment Criteria - Stocks selected for their strong fundamentals include criteria such as: - 5-Year Historical Dividend Growth greater than zero, indicating a solid dividend growth history [6] - 5-Year Historical Sales Growth greater than zero, reflecting strong revenue growth [7] - 5-Year Historical EPS Growth greater than zero, indicating solid earnings growth [7] - Next 3-5 Year EPS Growth Rate greater than zero, suggesting expected earnings growth to sustain dividend payments [7] - Price/Cash Flow less than the industry average, indicating undervaluation [8] - 52-Week Price Change greater than the S&P 500, ensuring stock appreciation [8] - Top Zacks Rank of 1 (Strong Buy) or 2 (Buy), indicating potential outperformance [8][10]

Key Takeaways Onto Innovation posted Q3 EPS of $0.92, topping estimates but down from $1.34 a year earlier.Q3 revenue fell 13.5% to $218.2M, yet beat guidance midpoint on solid advanced tech node demand.Q4 outlook calls for up to 21% sequential revenue growth driven by 2.5D packaging momentum.Onto Innovation Inc. ((ONTO) reported third-quarter 2025 earnings of 92 cents per share, which beat the Zacks Consensus Estimate by 5.8%. The bottom line, however, compared unfavorably with the prior-year quarter's $1. ...

沈波表示："我们参加进博会不是出于商业化目的。进博会的开放合作主旨精神，一直以来也是整个半 导体产业所倡导的主旋律。我们希望呼应进博会的开放合作精神，参与到整个国际大产业中。" ASML 预计 2025 年全年总净销售额较 2024 年增长约 15%。第三季度总净销售额为 75 亿欧元（IT之家 注：现汇率约合 615.75 亿元人民币），毛利率为 51.6%，净利润为 21 亿欧元（现汇率约合 172.41 亿元 人民币） ASML CEO Christophe Fouquet 曾表示，与 2024 年和 2025 年在中国的强劲业务相比，2026 年中国客户 的需求以及在中国的总净销售额将大幅下降。 IT之家 11 月 7 日消息，据《科创板日报》今日报道，光刻机巨头 ASML 的全球执行副总裁、中国区总 裁沈波今日在 2025 进博会透露，目前，ASML 中国区员工人数已经超过 2000 人，相较去年有约 10% 的增长。 在本届进博会上，ASML 重点展示了全景光刻解决方案下的部分产品，包括 DUV 光刻机、计算光刻业 务、量测与检测产品等。 ...

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Lam Research (LRCX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a ...