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$RMBS · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$RMBS 被累计提及 5 次，本周态度 未表态，其他。数据每日更新。

$RMBS 现在是什么情况？

所属板块其他
本周态度未表态
今日态度未表态
累计提及5 次
近7/28/90日提及0 / 0 / 0
最新价—
今日 / 本周涨幅— / —
首次提及以来涨幅—
首次 / 最近提及2025-12-14 → 2026-02-16

最近有人说了 $RMBS 什么？

下面是最近 5 条提及 $RMBS 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-02-16中性原文
    @Alex06425829 $RMBS captures steady revenue inflow from their memory IP portfolio but they don’t get any benefit from the dram/nand price surges.
    查看原帖 →
  • 2026-01-22中性原文
    $RMBS is a good shout, I have positions in it. Reminds me of $ARM but for HBM, pretty nonexistent in retail eyes. It doesn’t get the same pricing power like $MU but all its licenses to sk Hynix, Samsung, and micron should pay dividends. Gross margins are crazy high Id expect it to get rerated as well over this year
    查看原帖 →
  • 2026-01-22中性原文
    Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Packaging metrology $AMKR ($13.1B) -Advanced packaging $RMBS ($13.55B) - Memory IP $MKSI ($14.9B) - Laser subsystems Didn't include big players like $TER and $KLAC since just wanted to focus on lesser known ones. There's some indirect beneficiaries too like $SMTC and $MTSI. Markets definitely haven't priced some of these in yet. Let me know if I missed any. Just wanted to publish these in case you find any of them interesting.
    查看原帖 →
  • 2026-01-22中性原文
    Yeah, $RMBS is a sleeper pick. Samsung went out and said "availability of Rambus HBM4 IP solutions will be critical". They're just profiting off Samsung, Sk Hynix, and $MU off during memory cycle with 81%+ gross profit margins. They don't quite get the same pricing power like the big three do but it should just print.
    查看原帖 →
  • 2025-12-14看多原文
    Falling Knife or Dip Buy? What a brutal Friday for stocks after $ORCL and $AVGO earnings. Popular FinX names that dropped in just 1 day: $FRMI | -34.1% $SNDK | -15.89% $SEI | -15.3% $OKLO | -15.13% $MOD | -14.67% $ALAB | -14.31% $FLNC | -13.96% $LITE | -12.83% $GLXY | -11.73% $AAOI | -11.73% $AVGO | -11.43% $RMBS | -11.11% $CRWV | -10.06% $GLXY | -10.42% $EOSE | -9.73% $CIFR | -9.69% $APLD | -9.43% $WULF | -9.48% $BMNR | -9.17% $LGN | -8.86% $IREN | -8.79% $TSSI | -8.67% $NBIS | -6.99% I usually add more commentary on each stock, but it's been pretty incredible to watch. Things like $FRMI makes sense on losing tenants/funding but as for others. $NBIS is now lower than post Gov, $MSFT, and $META deals & $AVGO just had one of its largest drops in history even after $GOOGL TPU ramp. What are you watching or buying on Monday?
    查看原帖 →

去哪看 $RMBS 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

$RMBS 为什么会出现在 AI 供应链追踪名单里？

$RMBS 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 5 次，归类在「其他」板块。首次提及时间是 2025-12-14。

海外大 V 最近怎么看 $RMBS？

最近 7 天 $RMBS 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。

$RMBS 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 $RMBS 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。