$LRCX

LRCX

Lam Research Corp.

本窗口内的全部观点与内容

截至 09-26
09-23
InvestAnswers发布 2026-09-23
《💥 ALL Is Exploding: Q4 Run Early? Rektember Just… Didn’t》
$LRCX看涨
LRCX 基本面/技术面看起来强劲,但当前价格过高不宜追高;等待回调再入场。

Ala,LRCX 有什么最新消息?这一只让我很恼火。我有一天晚上在 Patreon 上发了个帖子,我说 Lamb Research 对我来说看起来很有意思,深入研究之后,它看起来是正面的。

结果第二天早上盘前,它就开始拉升了,我不知道到底是谁在听我说的话,但这真的很烦人。因为它当时在这下面,我说,我要在 260 买一份 Lamb Research,我觉得我会买到一些。

结果它一周之内就涨到了 307。所以,Lamb Research 看起来很强,但我会在这里追吗?不会。所以我会等,等它回落下来。但没错,不知怎么的你们全都抢在我前面,或者有人抢在我前面。

某个有大资金的人看到了,或者也许他们看到了和我一样的图表。我不知道。这非常诡异。

Ala, what's the latest on LRCX? Yeah, this this one annoys me. I made a post on Patreon one night and I said lamb research is looking very interesting for me. and digging into it, it looks positive.

Literally the next morning in pre-market, it started firing and I don't know who the hell is listening to what I'm saying, but it's really annoying. Um because it was down here and I said, "Well, I'm going to buy a single lamb research at 260 and I think I'm going to get some."

And it shot right up to 307 within a week. So, Lamb Research looking strong, but would I chase here? No. So, I'll wait and wait for it to come back down. But yeah, uh somehow you guys all front run me or somebody did.

Somebody with big money saw it or maybe they saw the same charts I'm looking at. I don't know. It was very bizarre.

09-11
FAST Graphs发布 2026-09-11
《How To Know When To Sell An Overvalued Stock | FAST Graphs》
$LRCX未站边
LRCX 具备加速盈利增长的潜力;当前高估值将投资者回报限制在约 10%,而公司盈利增速约为 30%,因此应等待估值回归合理后再买入。

Lamb Research 会是另一只预计将出现盈利加速增长的公司,但你要在估值合理的时候在低位买入,因为再一次,如果你看这只股票,你能够赚到略低于10%的回报率,但公司创造了接近30%的回报率。

如果你为它支付这些虚高的价格,你就没有完全参与到企业的增长中。

Lamb Research would be another one that's expected to see accelerated earnings growth, but you want to be buying it down here when the valuation is fair because once again, if you look at this stock here, you would be able to earn just under a 10% rate of return, but the company generated almost a 30% rate of return.

You're not fully participating in the business growth if you pay these inflated prices for it.

09-05
The Motley Fool发布 2026-09-05
《3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off!!》
$LRCX看涨
LRCX是强力买入;对AI逻辑/内存的双重敞口、高利润服务和高转换成本构成了持久的护城河。

好的,我想谈谈泛林集团,其股票代码是LRCX。它可能不是每个人都熟悉的名字。但如果你熟悉Jose和我今天讨论的领域,你可能知道这家公司。如果你不知道,泛林集团主要制造芯片制造设备。

芯片制造商建造存储芯片以及先进逻辑和封装所需的任何钻孔工具。

Okay , I want to talk about Lam Research, whose ticker symbol is LRCX. It's probably not a name familiar to everyone. But it's probably a company you know if you're familiar with the field that Jose and I are talking about today.

If you don't know, Lam Research mainly manufactures chip manufacturing equipment. Any drilling tools that chip manufacturers need to build memory chips, plus advanced logic and packaging.

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