Movement Alert｜Acm Research Rises 5.3% Overnight, Goldman Sachs Systematically Upgrades China Semiconductor Equipment Valuation Framework

Market Focus07-06

On July 6, Acm Research rose 5.3% overnight, trading at $102.95/share, with turnover of $81,700.

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 Research's Shanghai-listed subsidiary from near-term P/E ratios to discounted P/E based on 2030 projected earnings. The firm maintained Buy ratings across all covered names while significantly raising target prices. Goldman Sachs cited storage and advanced logic capacity expansion, combined with continued increases in domestic substitution rates, as factors that substantially improve long-term earnings visibility for Chinese semiconductor equipment companies.

Within the Semiconductor Equipment sector, the broader group also saw strength. Among individual stocks, Lam Research up 5.39%, KLA-Tencor up 5.14%, Teradyne up 4.75%, Applied Materials up 4.58%, ASML Holding up 3.43%.

(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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