11月28日，矽电股份涨5.59%，截至发稿，报214.51元/股，成交1.83亿元，换手率8.46%，总市值89.51 亿元。 截至发稿，肖瑞瑾累计任职时间8年330天，现任基金资产总规模66.68亿元，任职期间最佳基金回报 248.42%， 任职期间最差基金回报-40.56%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 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%。 责任编辑：小浪快报 从矽电股份十大流通股东角度 数据显示，博时基金旗下1只基金位居矽电股份十大流通股东。博时半导体主题混合A（012650）三季 度新进十大流通股东，持有股数6.3万股 ...

11月28日，芯源微涨5.04%，截至发稿，报125.97元/股，成交2.72亿元，换手率1.10%，总市值253.99亿 元。 资料显示，沈阳芯源微电子设备股份有限公司位于辽宁省沈阳市浑南区彩云路1号，成立日期2002年12 月17日，上市日期2019年12月16日，公司主营业务涉及半导体专用设备的研发、生产和销售。主营业务 收入构成为：光刻工序涂胶显影设备59.86%，单片式湿法设备36.76%，其他(补充)2.51%，其它设备 0.86%。 从基金十大重仓股角度 数据显示，中邮基金旗下1只基金重仓芯源微。中邮核心科技创新灵活配置混合（000966）三季度减持 2000股，持有股数1.21万股，占基金净值比例为2.07%，位居第九大重仓股。根据测算，今日浮盈赚取 约7.28万元。 中邮核心科技创新灵活配置混合（000966）成立日期2015年2月11日，最新规模8672.56万。今年以来收 益21.39%，同类排名3648/8127；近一年收益20.44%，同类排名3739/8059；成立以来收益53.8%。 责任编辑：小浪快报 截至发稿，曹思累计任职时间11年189天，现任基金资产总规模3.67亿元，任 ...

Core Insights - Zacks Premium offers various tools to help investors make informed decisions and enhance their confidence in the stock market [1] - The Zacks Style Scores provide a unique rating system for stocks based on value, growth, and momentum characteristics, aiding investors in selecting securities with high potential for market outperformance [2][3] Zacks Style Scores Overview - Stocks are rated from A to F based on their value, growth, and momentum, with higher scores indicating a better chance of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score identifies attractive and discounted stocks using various financial ratios such as P/E, PEG, and Price/Sales, appealing to value investors [3] Growth Score - The Growth Score assesses stocks based on projected and historical earnings, sales, and cash flow, targeting growth investors interested in sustainable long-term growth [4] Momentum Score - The Momentum Score helps investors capitalize on price trends by analyzing short-term price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum, serving as a strong indicator alongside the Zacks Rank [6] Zacks Rank Integration - The Zacks Rank utilizes earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.93% since 1988 [7][8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] Company Spotlight: KLA Corporation - KLA Corporation, based in San Jose, CA, specializes in process diagnostics and control equipment for semiconductor manufacturing, with a diverse product portfolio [11] - Currently rated 3 (Hold) on the Zacks Rank, KLA has a VGM Score of B and a Growth Style Score of B, indicating a projected year-over-year earnings growth of 6.4% for the current fiscal year [12] - With positive earnings estimate revisions and a history of earnings surprises, KLA is positioned as a potential growth investment [12][13]

Market Overview - Stocks surged ahead of the Thanksgiving holiday, with the Nasdaq gaining 0.82% to 23,214.69, S&P 500 up 0.69% to 6,812.61, and Dow Jones increasing by 0.67% to 47,427.12, driven by optimism in the market and positive labor-market data showing a drop in initial jobless claims [1] Robinhood Markets Inc. - Robinhood's stock surged 10.93%, closing at $128.20, with an intraday high of $128.90 and a low of $120.86, while its 52-week high and low are $153.86 and $29.66 respectively [2] - The company announced plans to launch a futures and derivatives exchange and clearinghouse through a joint venture, with Susquehanna International Group as the initial liquidity provider, which could enhance liquidity and allow for the design of custom contracts [3] Beyond Meat Inc. - Beyond Meat's stock rose 19.01%, closing at $1.02, with an intraday high of $1.05 and a low of $0.86, while its 52-week high and low are $7.69 and $0.50 respectively [4] - The stock rebound occurred despite no new developments, attributed to broader market optimism, although the company reported a third-quarter revenue of $70.2 million, down 13.3% year-over-year, and a weak fourth-quarter outlook of $60–65 million [5] Tilray Brands Inc. - Tilray's stock increased by 4.76%, closing at $1.03, with an intraday high of $1.06 and a low of $0.99, while its 52-week high and low are $2.32 and $0.35 respectively [6] - The company announced a 1-for-10 reverse stock split effective December 1, aiming to reduce annual costs by about $1 million and attract institutional investors [6] ASML Holdings NV - ASML's stock climbed 3.76%, closing at $1,040.97, with an intraday high of $1,055 and a low of $1,037.30, while its 52-week high and low are $1,086.11 and $578.51 respectively [7] - The company benefits from strong AI-driven demand and its monopoly in EUV tools, with Goldman Sachs projecting long-term revenue could more than double, and it expects over 25% of 2025 sales to come from China [7] SMX (Security Matters) PLC - SMX's stock skyrocketed 194.42%, closing at $17.40, with an intraday high of $17.40 and a low of $5.91, while its 52-week high and low are $66,187.39 and $3.12 respectively [8] - The company is gaining attention due to its molecular tagging technology for gold verification, which aims to improve traceability and auditability in the gold supply chain, supported by interest from operators like Brink's [9]

Core Viewpoint - Kulicke and Soffa (KLIC) is positioned as a strong investment opportunity due to its improving earnings outlook and analysts raising earnings estimates [1][2]. Estimate Revisions - The upward trend in earnings estimate revisions indicates growing analyst optimism regarding Kulicke and Soffa's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, the earnings estimate is $0.33 per share, reflecting a decrease of 10.8% from the previous year, but the Zacks Consensus Estimate has increased by 280% over the last 30 days due to one upward revision [6]. - For the full year, the earnings estimate stands at $1.53 per share, representing a significant increase of 628.6% from the previous year, with two estimates moving higher recently and a 20% increase in the consensus estimate [7][8]. Zacks Rank - Kulicke and Soffa has achieved a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which historically correlates with stock price outperformance [3][9]. - Stocks with Zacks Rank 1 and 2 have shown significant outperformance compared to the S&P 500, reinforcing the potential for Kulicke and Soffa's stock to rise [9]. Stock Performance - The stock has gained 6.3% over the past four weeks, driven by solid estimate revisions, suggesting that its earnings growth prospects may lead to further price increases [10].

Key Takeaways Applied Materials' gross margin rose to 48.8% in Q4 as high-margin products continued to gain traction.AMAT benefits from advanced etch, eBeam and memory technologies that support AI and HPC chip demand.Applied Materials is cutting G&A and headcount to offset rising R&D costs and preserve operating margin.Applied Materials’ (AMAT) gross margin came in at 48.8% in the fourth quarter of fiscal 2025, up 120 basis points year over year. The positive momentum in the gross margin has been there for ...

核心性能亮点 高分辨率成像满足先进工艺需求，搭载大数值孔径投影物镜，结合多种照明模式与可变光瞳技术，实现 350nm 高分辨率，满足当前主流化合物半导体芯片的光刻工艺要求。 高精度套刻配置高精度对准系统，实现正面套刻 80nm，背面套刻 500nm，确保多层图形精准套刻，提升 器件良率。 IT之家 11 月 26 日消息，上海芯上微装科技股份有限公司（AMIES）昨日宣布：公司自主研发的首台 350nm 步进光刻机（AST6200）正式完成出厂调试 与验收，启程发往客户现场。 芯上微装表示，这标志着我国在高端半导体光刻设备领域再次实现关键突破！这不仅是一次产品的交付，更是国产半导体装备向高端化、自主化迈进的重 要里程碑。 据官方介绍，AST6200 光刻机是芯上微装基于多年光学系统设计、精密运动控制与半导体工艺理解积淀，倾力打造的高性能、高可靠性、全自主可控的 步进式光刻设备，专为功率、射频、光电子及 Micro LED 等先进制造场景量身定制。 ▲ 芯上微装首台 350nm 步进光刻机（AST6200） 高产率设计，显著降低拥有成本（COO）： 100% 软件自主可控打造全栈国产生态：AST6200 搭载芯 ...

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 15 Best Stocks to Buy for Medium Term. TD Cowen Raises Applied Materials (AMAT) Price Target to $260, Maintains Buy Rating On November 14, TD Cowen​ raised i‍ts price target on Applied Materials, Inc. (NASDAQ:AMAT) to $260 from $2‍50 and ma‌inta​ined a Buy​ rating on the​ shares.‍ The firm​ noted that the c⁠ompany’s guidance came s‍l​i‍ghtl⁠y above consensus and aligne‍d​ with the outlook of its peers. China is expect⁠ed t​o see a decline i‍n 20 ...

今日早盘，受AI算力龙头领涨带动，成长风格表现强势。截至午间收盘，国证成长100指数上涨4.2%，国证自由现金流指数上涨0.3%，国证价值100指数上 涨0.02%。 国证成长100指数聚焦A股成长风格突出的股票，前三大行业为电子、通信、计算机，合计权重约60%，重点覆盖半导体设备、国产算力芯片、高速光互联 等国家战略科技领域，可助力投资者一键布局高质量成长股。 每日经济新闻 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...