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COHU

NMS
Cohu, Inc.
科技 Semiconductor Equipment & Materials United States 官网
$48.95
+5.37% 当日
AI选股 4 条

AI选股记录

AI事件选股 #3 评分 91 概率 66%

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-07-31 · 历史验证
COHU

测试设备利用率升至约 80%,AI 计算相关年度机会管线提高至约 8.5 亿美元,高性能计算收入预期提高到 1.00–1.10 亿美元,显示改善不只来自单季成本波动。GAAP 仍仅接近盈亏平衡,复苏质量需后续订单兑现。

观察计划:仅观察盘前能否在明显放量下守住 52 美元附近及开盘后首轮回踩是否收窄波动。若盘前涨幅继续无量扩张,或开盘跌破盘后成交密集区,则因过度跳空而降级;不追逐第二段加速。
风险提示:常规时段和盘后累计涨幅过大,次日获利回吐概率高; 小市值半导体设备股波动和流动性风险较高; AI 机会管线尚不等同于已确认收入
自动来源
记录数
4
最近更新
2026-07-31T09:27:05+00:00
该股票的历史 AI 入选记录
2026-07-31
AI事件选股 #3
COHU
测试设备利用率升至约 80%,AI 计算相关年度机会管线提高至约 8.5 亿美元,高性能计算收入预期提高到 1.00–1.10 亿美元,显示改善不只来自单季成本波动。GAAP 仍仅接近盈亏平衡,复苏质量需后续订单兑现。
91
2026-07-30
AI事件 #3
半导体测试需求加速,第三季度收入指引显著抬升
收入、盈利、下一季指引和 AI 测试机会同步改善,且价量反应突出;但常规时段与盘后累计涨幅过大,风险惩罚显著。
91
2026-07-30
AI事件 #3
半导体测试需求加速,第三季度收入指引显著抬升
-
2026-07-30
总览
COHU
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基本信息

市值
$2.31B
市盈率 TTM
前瞻市盈率
33.91
股息率
52周高点
$74.60
52周低点
$17.87
Beta
日均成交量
1.44M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-07-31
资金流强弱 MFI
41.2
中性
Chaikin 资金流 CMF
-0.244
净流出
量能变化
0.7x
正常
空头持仓比
20.34%
偏高

交易信号历史

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公司简介

Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors. The company also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, film frame, laser marker, and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, it offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. Further, the company provides artificial intelligence process control and analytics-based monitoring software. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in San Diego, California.

员工数量 2,777 总部 San Diego, United States

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