Movement Alert｜Acm Research Rises 6.37% in Pre-Market Trading, Goldman Sachs Systematically Upgrades China Semiconductor Equipment Valuation Framework

Market Focus07-06

On July 6, Acm Research rose 6.37% in pre-market trading, trading at $102.84/share, with turnover of $1.3009 million.

On the news front, Goldman Sachs recently published a research report on the China semiconductor equipment and materials sector, systematically switching the valuation methodology for companies including ACM Shanghai from near-term P/E ratios to discounted P/E based on 2030 expected earnings. Goldman maintained buy ratings across all covered names and significantly raised target prices. The bank argued that memory and advanced logic capacity expansion, combined with steadily rising domestic substitution rates, have materially improved long-term earnings visibility for Chinese semiconductor equipment companies, with customer capex uptrends driving structural growth.

Within the Semiconductor Equipment sector, the broader group strengthened on the same day. Among individual stocks, KLA-Tencor rose 6.13%, Teradyne rose 5.87%, Lam Research rose 5.54%, Applied Materials rose 5.49%, and ASML rose 4.30%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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