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$LRCX · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$LRCX 被累计提及 4 次，本周态度 未表态，科技。数据每日更新。

$LRCX 现在是什么情况？

所属板块科技
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 0 / 0
最新价USD 321.27（2026-07-22）
今日 / 本周涨幅-0.2% / -4.2%
首次提及以来涨幅+51.4%
首次 / 最近提及2026-03-13 → 2026-05-10

最近有人说了 $LRCX 什么？

下面是最近 4 条提及 $LRCX 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-05-10中性原文
    “Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Materials • $ASGLY (5201 T)— Glass Materials • $NIDGY (5214 T) — Glass Materials • $LRCX — Etching Systems • $DSCSY (6146 T)— Dicing Equipment • $SMHSF — Bonding Systems • $ONTO — Inspection Tools • $KLAC — Inspection Tools Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
    查看原帖 →
  • 2026-04-30看多原文
    I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly). For customers from mapping: 1. $TSM 2. $NVDA 3. $AAPL 4. $AMAT 5. $LRCX 6. $ASML 7. $INTC And high probability $AVGO, MediaTek, Samsung, $MRVL, and others (they did mention EU too). If you're curious: - Taipei times names TSM as a client that Msscorps provides them with advanced material and failure analysis and name drops Apple, Nvidia, Lam, AMAT (also S/O to Latent for doing DD with me on this. there's other supply chain relationships to Nvidia through things like linkedin) - For $AMSL, Taipei Times, Sept 10, 2024 "ASML adopted Msscorps' ultra-sensitive materials analysis of photoresists" For Intel - Material analysis lab MSSCORPS has secured orders from major manufacturers such as Nvidia and Intel (Industrial Technology Research).
 For inspection (non-destructive infrared (IR) leakage detection), they're a monopoly. And have aggressively used litigation (like the Enli Tech lawsuit) to lock out rivals, which I view as a positive thing. This creates massive pricing power with yields and every major player goes through them. CPO inspection market is also extremely critical and like $AXTI in the InP substrate section, this massive chokepoint has pure pricing power with price hikes. The risk is the patent suit doesn't go as plan, but Nvidia and other hyperscalers aren't likely to go with other parties in case MSSCorps wins, so this creates a massive multi-year advantage anyway. Hyperscalers aren't going to wait to see how an emerging competitor is going to win or not + take the risk. I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.
    查看原帖 →
  • 2026-04-23看多原文
    @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy.
    查看原帖 →
  • 2026-03-13看多原文
    $BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though. Does definitely validate how important hybrid bonding is to advanced packaging. So good long just based on supply chain importance. But don't really see it going up 300% like other names above like $AAOI.
    查看原帖 →

去哪看 $LRCX 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

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常见问题

$LRCX 为什么会出现在 AI 供应链追踪名单里？

$LRCX 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「科技」板块。首次提及时间是 2026-03-13。

海外大 V 最近怎么看 $LRCX？

最近 7 天 $LRCX 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$LRCX 从被提及到现在涨了多少？

从首次被提及（2026-03-13）到最新收盘，$LRCX 的区间涨幅是 51.4%。这只是价格统计，不代表任何人的实际收益。

$LRCX 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $LRCX 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。