以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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MKSI
11 atoms · 跨 5 天 · 首见 2026-05-24 · 最近 2026-07-09
三色: 🟦 fact 4 · 🟥 take 7 · stance ▲9/▼1/◆0
来源: X 7 · 卖 4
时态: fresh:7 · stale:3 · aging:1
标签: 好数字:6 · 好观点:5 · 好信源:2
叙事 (narrative) (1)
- 2026-07-09 · 列为关注标的
MKSI mentioned in semicap + MU context
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-23 · PO Change
BofA raised the Price Objective (PO) for MKSI from $380 to $500.
tags: 好数字·好观点 · → daily
value: qty=$500 · date=2026-06-23
- 2026-06-23 · POBR Change
BofA changed the Price Objective Basis (POBR) for MKSI from 18x CY27E EV/EBITDA to 22x CY28E EV/EBITDA.
tags: 好数字 · → daily
value: qty=22x CY28E EV/EBITDA · date=2026-06-23
- 2026-05-24 · 管理层展望2027年及以后WFE目标区间
positions the company to meet $165 to 180B WFE in 2027 and beyond.
tags: 好数字 · → daily
value: qty=$165 to 180B · date=2027 beyond
立场 (position) (4)
- 2026-06-23
[老化中] · Rating
BofA maintains a BUY rating on MKSI.
tags: 好观点 · → daily
value: qty=BUY · date=2026-06-23
展开 3 条老旧 / 已过期
- 2026-06-03
[老旧] · 投资机会
my big revelation this past week is that the clearest opportunities in the market to me are in semicap - $ONTO $MKSI $AMAT $ASML $LRCX $KLAC
tags: 好观点 · → daily
- 2026-05-26
[老旧] · Mizuho target price
MKSI target price: $400
tags: 好数字·好信源 · → daily
value: qty=$400
- 2026-05-24
[老旧] · 看空判断
this is going to be a great short one day
tags: 好观点 · → daily
事实 (fact) (3)
- 2026-05-24 · 在马来西亚槟城扩展业务
$Mksi in Penang, Malaysia, expanding its footprint in SE Asia.
tags: 好信源 · → daily
value: qty=expanding · date=2026-03-08
- 2026-05-24 · 马来西亚新工厂面积
$mksi - The company's new Malaysia Supercenter is a 17-acre, ~500K sq ft factory, the largest in its history.
tags: 好数字 · → daily
value: qty=17英亩, ~500K sq ft
- 2026-05-24 · 管理层澄清工厂非满足2026年WFE所需
Mgmt expressly clarified that the facility is not needed to meet $140B WFE this year but positions the company to meet $165 to 180B WFE in 2027 and beyond.
tags: 好数字 · → daily
value: qty=$140B · date=2026
时间轴 (近 20)
- 2026-07-09 ·
narrative · 列为关注标的 · → daily
- 2026-06-23 ·
forecast · PO Change · → daily
- 2026-06-23 ·
position · Rating · → daily
- 2026-06-23 ·
forecast · POBR Change · → daily
- 2026-06-03 ·
position · 投资机会 · → daily
- 2026-05-26 ·
position · Mizuho target price · → daily
- 2026-05-24 ·
fact · 在马来西亚槟城扩展业务 · → daily
- 2026-05-24 ·
fact · 马来西亚新工厂面积 · → daily
- 2026-05-24 ·
fact · 管理层澄清工厂非满足2026年WFE所需 · → daily
- 2026-05-24 ·
forecast · 管理层展望2027年及以后WFE目标区间 · → daily
- 2026-05-24 ·
position · 看空判断 · → daily
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