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北京时间·🕒 发布 04-08 04:20:17时区推断·⟳ 抓取 06-03 20:39:21回填·⚡ 决策 06-17 08:38:35·132.6 天前
AEHR盘后财报确认超大规模客户AI ASIC老化测试设备大批量订单预期
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$AEHR earnings: - Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 mil…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +15%、2 个交易日内有效
怎么卖 止盈 +15%(半仓)/+30%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 盘后电话会议否认超大规模客户订单预期或下调H2指引
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原文全文
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$AEHR earnings:
- Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million
-H2 FY26 Guidance: Reiterated expectations for $25 million to $30 million in revenue for the second half of the year
Thoughts on earnings:
Can just ignore current earnings, main indicators are around hyperscaler volume ramp H2.
Volume ramp indication confirmations:
1. "We are seeing significant forecasts from our lead hyperscale customer for our Sonoma systems for high-volume production burn-in of their custom AI processor ASICs"
2. "We expect a significant near-term follow-on production order from this customer for a large number of systems to be shipped during Aehr's fiscal year 2027"
This is what is expected with $AEHR transitioning from qualification to mass volume like $AAOI and we got that confirmation.
H2 is probably more confirmation around siph customer volume ramp into 2027.
- Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million
-H2 FY26 Guidance: Reiterated expectations for $25 million to $30 million in revenue for the second half of the year
Thoughts on earnings:
Can just ignore current earnings, main indicators are around hyperscaler volume ramp H2.
Volume ramp indication confirmations:
1. "We are seeing significant forecasts from our lead hyperscale customer for our Sonoma systems for high-volume production burn-in of their custom AI processor ASICs"
2. "We expect a significant near-term follow-on production order from this customer for a large number of systems to be shipped during Aehr's fiscal year 2027"
This is what is expected with $AEHR transitioning from qualification to mass volume like $AAOI and we got that confirmation.
H2 is probably more confirmation around siph customer volume ramp into 2027.
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