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$SHMD · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$SHMD 被累计提及 10 次，本周态度 未表态，工业。数据每日更新。
$SHMD 现在是什么情况？
| 所属板块 | 工业 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 10 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | USD 4.25（2026-07-17） |
| 今日 / 本周涨幅 | -1.4% / -4.5% |
| 首次提及以来涨幅 | -43.3% |
| 首次 / 最近提及 | 2026-01-01 → 2026-04-21 |
最近有人说了 $SHMD 什么？
下面是最近 8 条提及 $SHMD 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-04-21看多原文People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when. Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production). Then as for market share: "more than 80% of customers among major global players have selected LPKF equipment" for process validation. So that probably includes: - Samsung Electronics/Electro-Mechanics - $INTC (Receives a Major Order from a Leading Chip Manufacturer... installed a first LIDE system at the beginning of 2020... now ordered further LIDE systems to start volume production) - SKC (Absolics) - $GLW, AGC, Schott. - Nippon electric glass. Of course this is evaluation, so that 80% could be lower in actual ramp. As for some personal FWD P/E calculations: - 2027: ~11-12.5x and ~7.8x for 2028, which looks very compelling. - Total Cash: ~€10.0M, debt was around ~€3.0M. debt to equity: ~3.8% So very clean-asset light balance sheet, no dilution overhang like $SHMD. ~$362m MC, conclusion: great upside long imo, hard to see institutions not buying this name down the road. Even if the 80% of players managed to design another way, even a fraction would probably be very material to the MC. It was probably a bit early few months ago, but glass core roadmaps have been speeding up like CPO. Disclosure: I do have positions. This are just my thoughts. People on X did their homework.
- 2026-04-21中性原文@acemoney21 $SHMD had concerning dilution overhang, but their position is inherently valuable.
- 2026-04-20中性原文@Alin38 I personally wasn't a fan of dilution overhang with $SHMD. If they clean up financing, I think it has potential.
- 2026-03-06中性原文I think a lot of people on X got $SHMD right in terms of their critical role for glass substrates/etc. But it doesn't mean it's a great stock due to financials and I'm personally avoiding it (could be wrong though). There's 46.6 million new shares tied to warrants, convertible notes, and an earlier €10M loan. It also permits the resale of up to 95 million shares. I don't think their minor revenues now will outpace dilution. Maybe later in 2028
- 2026-01-24看多原文I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet. I put $COPX up there as Copper. $UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for stockpiles.
- 2026-01-02中性原文@retail_mourinho Thanks! Hope you’ve had a great new years Lot of the discussion in around private markets but the same thesis around bottlenecks with $AXTI or $SHMD is highly relevant to public companies
- 2026-01-02看多原文@reticulosaurus @retail_mourinho I’m still researching $SHMD but generally if you have $AVGO as a customer and your marketcap is $300m then there’s quite a lot of upside. Don’t have any concrete directional opinions yet, I’m still looking into it
- 2026-01-02中性原文Thanks! There's a lot I'm missing but still doing a lot of research into them. $SKC/Absolics (~$2.5B MC) was interesting for $NVDA, $AVGO / $MVRL CPO play as the first-to-market with US Government heavily involved, $SHMD (~$250m) was also pretty interesting too since $AVGO was a likely customer and they're probably on $INTC, Samsung roadmaps. But generally market presents a ton of interesting opportunities.
去哪看 $SHMD 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。
进入持仓雷达，看 $SHMD 完整动态 →常见问题
$SHMD 为什么会出现在 AI 供应链追踪名单里？
$SHMD 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 10 次，归类在「工业」板块。首次提及时间是 2026-01-01。
海外大 V 最近怎么看 $SHMD？
最近 7 天 $SHMD 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。
$SHMD 从被提及到现在涨了多少？
从首次被提及（2026-01-01）到最新收盘，$SHMD 的区间涨幅是 -43.3%。这只是价格统计，不代表任何人的实际收益。
$SHMD 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 $SHMD 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。