美股市场个股详情
LRCX 泛林集团
- 925.005
- +16.475+1.81%
交易中 05/06 14:44 (美东)
1209.36亿总市值33.97市盈率TTM
925.005最高价910.570最低价23.37万股成交量915.280今开908.530昨收2.15亿成交额0.18%换手率27.85市盈率(静)1.31亿总股本1005.22452周最高15.08市净率1203.86亿流通值524.33352周最低7.73股息TTM1.30亿流通股1005.223历史最高0.84%股息率TTM1.59%振幅-0.854历史最低921.201平均价1股每手
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1. $阿斯麦(ASML.US$ | ASML Holding
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...
• Chip Equipment Niche | Photolithography Monopoly
• Enterprise Value | $318.2B
• 2024 Key Metrics | 51x FCF; 34x EBITDA; 1% rev growth
• Competitive Advantage: They stand out as the sole supplier of extreme ultraviolet (EUV) lithography machines, a critical technology for manufacturing the most advanced semiconductor chips. Their market advantage is deeply rooted in this unique offering, which enables the production of smaller, more p...
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1. $Arm Holdings(ARM.US$ provides the blueprint for processors.
2. $台积电(TSM.US$ manufactures the chips using equipment from $阿斯麦(ASML.US$ & $泛林集团(LRCX.US$ .
3. $英伟达(NVDA.US$ & $美国超微公司(AMD.US$ supply the GPUs and CPUs.
4. $美光科技(MU.US$ will then provide the memory tech for data storage.
5. $超微电脑(SMCI.US$ & $戴尔科技(DELL.US$ integrate...
2. $台积电(TSM.US$ manufactures the chips using equipment from $阿斯麦(ASML.US$ & $泛林集团(LRCX.US$ .
3. $英伟达(NVDA.US$ & $美国超微公司(AMD.US$ supply the GPUs and CPUs.
4. $美光科技(MU.US$ will then provide the memory tech for data storage.
5. $超微电脑(SMCI.US$ & $戴尔科技(DELL.US$ integrate...
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Lam Research's optimistic future growth seems factored into its current share price. However, it may not be the best time to buy as it's trading around industry price multiples. It's worth examining other factors like balance sheet strength for the next price drop.
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In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇
1. $阿斯麦(ASML.US$ - monopoly in lithography machines
2. $应用材料(AMAT.US$ - makes machines across manufacturing process
3. $泛林集团(LRCX.US$ - largest etching equipment provider
4. $科磊(KLAC.US$ - dominates process diagnostics & control space
1. $阿斯麦(ASML.US$ - monopoly in lithography machines
2. $应用材料(AMAT.US$ - makes machines across manufacturing process
3. $泛林集团(LRCX.US$ - largest etching equipment provider
4. $科磊(KLAC.US$ - dominates process diagnostics & control space
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$台积电(TSM.US$ stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas:
Equipment Suppliers:
$阿斯麦(ASML.US$: A leadin...
Equipment Suppliers:
$阿斯麦(ASML.US$: A leadin...
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I bought ASML a year ago ... their lithographic machines are amazing.
The AI industry has experienced explosive growth with the emergence of popular AI models such as ChatGPT for text generation and Sora for video generation in recent years. These models have significantly enhanced the multimodal capabilities, allowing for further extension of AI applications. In addition, continuous iteration and optimization of existing models and the surge in training dataset size have led to a skyr...
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Investors anticipate strong future growth from Lam Research despite its high P/E ratio. The superior earnings outlook contributes to this, with shareholders confident about future earnings.
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$泛林集团(LRCX.US$在2022年3月分析时还叫拉姆研究，由于估值相对增速有较多折扣被选出，至今股价提升65.8%。
1984年上市，主要做半导体加工设备业务，当前价格922.42。
5年来营收除2019年外持续增长，平均增速9.5%，营业利润2023年受毛利率下滑影响也有萎缩，平均增速10.2%，净利润平均增速13.6%。受股票回购影响，每股收益增速达到20.3%。2023年利息费用占营业利润的0.9%，利息负担可忽略。毛利率近5年从45.2%下降到44.6%，净资产收益率从38.8%提升到74.9%后略微萎缩到62.3%。
2024上半年营收萎缩30.1%，营业利润萎缩38.3%，净利润萎缩36.4%，从季报看已经连续萎缩4个季度。
5年来资产负债率从60.6%下降到56.3%。 应收的比例和增速正常，但是存2023年货已经提高到营收的27.6%，比例偏高。商誉及其他无形资产 17.78亿，占82.22亿净资产的22%，长期借款49.8亿，低于56.23亿现金。库存股230.04亿，股票数量持续下降。
5年来现金流经营净额大幅高于投资净额，产生了大比例股...
1984年上市，主要做半导体加工设备业务，当前价格922.42。
5年来营收除2019年外持续增长，平均增速9.5%，营业利润2023年受毛利率下滑影响也有萎缩，平均增速10.2%，净利润平均增速13.6%。受股票回购影响，每股收益增速达到20.3%。2023年利息费用占营业利润的0.9%，利息负担可忽略。毛利率近5年从45.2%下降到44.6%，净资产收益率从38.8%提升到74.9%后略微萎缩到62.3%。
2024上半年营收萎缩30.1%，营业利润萎缩38.3%，净利润萎缩36.4%，从季报看已经连续萎缩4个季度。
5年来资产负债率从60.6%下降到56.3%。 应收的比例和增速正常，但是存2023年货已经提高到营收的27.6%，比例偏高。商誉及其他无形资产 17.78亿，占82.22亿净资产的22%，长期借款49.8亿，低于56.23亿现金。库存股230.04亿，股票数量持续下降。
5年来现金流经营净额大幅高于投资净额，产生了大比例股...
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The diminishing returns on increasing amounts of capital at Lam Research are a cause for concern. The current underlying trends do not bode well for long-term performance, and unless they reverse, it may be advisable to start looking elsewhere.
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Money Thrill : Lithography machine ... in future QUANTUM LITHOGRAPHY MACHINE
