🏢 公司NewsroomALMUCodex · 实盘可交易 · 做多市场:美股▼ 亏 -0.51% · 已结算把握 6/10🔁 +1 同一事件
北京时间·🕒 发布 18:38:00·⟳ 抓取 18:38:28 +28s·⚡ 决策 07-29 18:42:06 +3m38s·89.9 天前
Aeluma与美国商务部签署最高3000万美元CHIPS研发资助意向书
美国商务部CRDO最高3000万美元拟议资助直接点名Aeluma(ALMU.US)的非InP大尺寸光子平台,资助额约为当前2.60亿美元市值的11.5%,相对小市值有短线重定价弹性。
📄 原文ALMU↗ 原文
Aeluma and Department of Commerce Sign CHIPS Research & Development Office (CRDO) Letter of Intent for up to $30 Millio…
▼ 亏 -0.51%入场 07-29 盘前首笔 @15.48 → 离场 07-30 开盘 @15.43
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
💡 交易逻辑CHIPS拟资助占市值约12%,盘前新鲜
怎么买 开盘买入 不高于昨收 +12%(超上限不成交)
怎么卖 止盈 +8%(半仓)/+16%(清仓) · 止损 -7% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 ALMU.US Aeluma
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 ALMU.US Aeluma
| 收益状态 | -0.51% 已平仓 |
|---|---|
| 进场成交 | 2026-07-29 · 盘前首笔 · 07-29 18:41 北京 · @15.484 · 成交 53% |
| 离场成交 | 2026-07-30 · 开盘 · @15.43 |
| 毛收益 | -0.35% |
| 成本 | +0.16% |
| 净收益 | -0.51% |
| 计入收益 | -0.27% |
| 建仓日 | 2026-07-29 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 16:14
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 low ↗
消息传播链
- Aeluma官方宣布与美国商务部CRDO签署最高3000万美元CHIPS研发资助LOI,支持非InP光子制造平台。市场反应:公告时美股处于盘前不可连续成交;Futu最新价14.19美元,较前收14.84美元为-4.38%。
- 2026-07-29 10:38 UTC市场反应Futu非一手实时报价显示ALMU尚未因该公告出现同向跳涨,且近20日累计下跌约27.3%。市场反应:ALMU.US 14.19美元,前收14.84美元,近20日-27.25%。
关键理由
- 美国商务部CRDO最高3000万美元拟议资助直接点名Aeluma(ALMU.US)的非InP大尺寸光子平台,资助额约为当前2.60亿美元市值的11.5%,相对小市值有短线重定价弹性。
- 事件在美股盘前由公司一手公告披露,detect同步抓到;近20日股价下跌27.3%,没有看到本次CHIPS LOI提前被价格充分消化。
- 同类CHIPS/CRDO LOI小型科技股先例中,对齐样本+3日胜率100%、中位涨幅约9%,但普遍伴随高波动和部分高开低走。
主要风险
- LOI仍需尽调、政府内部审批和最终文件,且公告写明Aeluma可能向美国商务部发行价值等同奖金额的股权证券,存在稀释和条款不确定性。
- 公司当前仍处商业化早期,3000万美元更偏研发资金与制造准备,不等同于已确认客户订单或短期收入。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中Aeluma本次事件或已广泛传播的旧闻,未发现足以否定方向的旧闻证据。
检索:Aeluma ALMU CHIPS funding photonics non-InP substrate revenue - 做多前查反向 · 来源 query_modeling_kb · 影响 weakens
算力定量库未命中Aeluma自身收入或客户份额硬数字,说明商业化量级仍缺少独立量化证据,仓位需控制。
检索:Aeluma ALMU photonics non-InP substrate AI datacom revenue CHIPS funding - 做多前查反向 · 来源 filing · 日期 2026-07-29 · 影响 weakens
公告明确奖项仍需尽调、政府审批和最终文件,并可能向美国商务部发行等额股权证券,削弱净利好质量。
检索:公告正文风险条款 原文 ↗
历史先例(按相似度)
- 相似度 8/10 RGTI 2026-05-21 Rigetti获美国商务部最高1亿美元CHIPS量子R&D LOI,需发行等额普通股且15%折价。 原文 ↗
事件后 +1日 +19.9% · +2日 +13.7% · +3日 +11.7% · +4日 +22.6% · +5日 +15.9%
相似度依据:同为美股小型科技公司CHIPS R&D LOI,且带政府股权/非最终协议不确定性。 - 相似度 7/10 QBTS 2026-05-21 D-Wave据同批CHIPS量子R&D LOI获1亿美元拟议资助并由政府取得等额股权。 原文 ↗
事件后 +1日 +14.2% · +2日 +8.1% · +3日 +6.8% · +4日 +14.6% · +5日 +17.1%
相似度依据:同为CHIPS拟议资助和政府取股结构,但量子赛道情绪弹性高于Aeluma光子材料平台。 - 相似度 7/10 INFQ 2026-05-21 Infleqtion获美国商务部1亿美元CHIPS R&D LOI并披露15%折价普通股安排。 原文 ↗
事件后 +1日 +11.2% · +2日 +8.0% · +3日 +5.2% · +4日 +20.9% · +5日 +10.3%
相似度依据:同为小型科技股获得美国商务部CHIPS LOI,且披露折价普通股安排。 - 相似度 6/10 COHR 2026-06-16 Coherent获最高5000万美元CHIPS LOI扩建InP光网络制造设施。 原文 ↗
事件后 +1日 -1.0% · +2日 +1.8% · +3日 +11.2% · +4日 -0.4% · +5日 +2.5%
相似度依据:同属AI光互连/光器件CHIPS LOI,但Coherent规模和成熟度显著高于ALMU。 - 相似度 4/10 GFS 2026-05-21 GlobalFoundries同批量子制造业务获3.75亿美元CHIPS LOI。 原文 ↗
事件后 +1日 +5.3% · +2日 +10.6% · +3日 -0.3% · +4日 -0.9% · +5日 -1.7%
相似度依据:同为CHIPS LOI但GFS为成熟大市值代工厂,资助相对市值弹性弱。 - 相似度 3/10 IBM 2026-05-21 IBM获10亿美元CHIPS LOI支持量子晶圆厂。 原文 ↗
事件后 +1日 +0.3% · +2日 -0.9% · +3日 +0.9% · +4日 +4.5% · +5日 +17.7%
相似度依据:同为CHIPS LOI但IBM为超大市值主标的,主要提供方向参考。
工具调用 · 历史记录,结果未知(6 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- query_modeling_kb · 结果未知
- kb_search · 结果未知
- event_study · 结果未知
- validate_order · 结果未知
原文全文
展开原文 · 8,000 字
Aeluma and Department of Commerce Sign CHIPS Research & Development Office (CRDO) Letter of Intent for up to $30 Million to Accelerate U.S. Leadership in AI and Advanced Computing
Funding Would Advance Company’s Scalable Non-InP Substrate Technology for AI Datacom to Address Supply Chain Constraints
GOLETA, Calif., July 29, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum, today announced that it has signed a letter of intent (LOI) for up to $30 million of proposed funding under the CHIPS and Science Act, which is administered by the U.S. Department of Commerce. The award will support Research & Development of Aeluma’s scalable, non-InP semiconductor manufacturing platform for photonics, an important technology for the U.S. economy and national security.
CHIPS funding is designed to advance semiconductor R&D, strengthen U.S. technology leadership, and accelerate the pace of commercialization to enable technology dominance in the industries of the future. Scalable manufacturing of compound semiconductors is critical to AI, advanced computing, and other applications. Aeluma’s non-InP, large-diameter substrate platform addresses supply chain constraints and enables the scaling of photonic components such as high-speed photodetectors and lasers. These technologies will accelerate domestic production for next generation AI interconnects, network communications, and sensing.
“We are pleased to be one of the companies selected to receive an LOI for funding to support the AI and advanced computing ecosystem in the U.S.,” said Jonathan Klamkin, Ph.D., Aeluma’s President and CEO. “This award aims to accelerate development and commercialization of our scalable, high-performance semiconductor platform, leveraging Aeluma’s facilities in Goleta, California, and partner sites within the U.S. With growing demand for photonics in AI and advanced computing infrastructure, Aeluma is poised for broad market adoption of our innovative technology solutions.”
“With today’s compute supply chain investments, the Trump Administration is accelerating America’s innovation engine,” said Secretary of Commerce Howard Lutnick. “These strategic investments will enhance our country’s domestic capabilities, create high-paying jobs and keep America at the forefront of the semiconductor industry.”
“The CHIPS R&D incentives will support a breakthrough in manufacturing of photonic devices for compute and communication networks,” said Bill Frauenhofer, the Executive Director for Semiconductor Innovation and Investment at the Department of Commerce. “Accelerating R&D for next generation substrates for domestic photonic devices provides American industry the extreme bandwidth and energy efficiency to scale complex AI workloads.”
Aeluma pioneered a platform to build high-performance photonics on large-diameter, mismatched substrates up to 300mm in size. This game-changing technology bridges compound semiconductor materials with mainstream microelectronics to meet the scaling requirements of high growth markets. The funded initiatives would accelerate commercialization of Aeluma’s high-performance semiconductors for the AI and advanced computing markets. InP substrates are used for manufacturing critical photonic components, but these substrates are relatively expensive, limited in manufacturing throughput, and subject to geopolitics and supply shortages. Aeluma leverages alternative, larger diameter substrates to build high-performance photonics. The development contemplated in the LOI emphasizes manufacturing readiness and scaling of Aeluma’s non-InP photonics, aligning with the U.S. CHIPS and Science Act objectives to strengthen domestic semiconductor manufacturing, supply chain resiliency, and national security.
The award is subject to the completion of further due diligence, required approvals, including internal approvals of the U.S. Government, and the parties’ execution of definitive award documents. The LOI contemplates a portion of the award being funded up front and the remainder funded on a milestone-based award structure tied to eligible project costs and technical progress.
Any securities issued to the U.S. Department of Commerce in connection with the proposed award will not be registered under the Securities Act of 1933, as amended, and may be issued only pursuant to an applicable exemption from the registration requirements of that Act. This press release does not constitute an offer to sell or the solicitation of an offer to buy any securities of Aeluma, nor shall there be any sale of such securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction. In connection with executing final award documents, Aeluma would issue equity securities to the U.S. Department of Commerce with an aggregate value equal to the award amount.
About Aeluma
Aeluma (NASDAQ: ALMU) is a transformative semiconductor company specializing in high-performance photonic and electronic technologies that scale. The company’s proprietary platform combines compound semiconductors with scalable manufacturing used for mass market microelectronics to enable volume production and large-scale integration. Applications for Aeluma’s technology include mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum. Headquartered in Goleta, California, Aeluma operates state-of-the-art R&D and manufacturing capabilities for semiconductor wafer production, quick-turn chip fabrication, rapid prototyping, test, and validation. Aeluma also partners with production-scale fabrication foundries, packaging, and integration companies. For more information, visit www.aeluma.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and other securities laws. All statements in this press release that are not historical are forward-looking statements, including, among other things, statements whether Aeluma or the U.S. Department of Commerce will enter into definitive award documents on acceptable terms, or at all, whether Aeluma will receive or retain any portion of the proposed funding, the potential issuance of Company securities to the U.S. Department of Commerce, potential applications and resulting benefits of Aeluma’s technology, timing of development and commercialization of Aeluma’s products, anticipated demand for Aeluma’s products, and impacts of the Award on the same. These statements are not historical facts but rather are based on Aeluma’s current expectations, estimates, and projections regarding its business, operations, and other similar or related factors. Words such as “anticipate,” “could,” “growing,” “intend,” “may,” “plan,” “poised,” “potential,” “will,” “would,” and other similar or related expressions are used to identify these forward-looking statements, although not all forward-looking statements contain these words. These forward-looking statements are neither promises nor guarantees, and you should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties, and assumptions that are difficult or impossible to predict and, in some cases, beyond Aeluma’s control. Actual results may differ materially from those in the forward-looking statements as a result of a number of factors, including uncertainty as to whether Aeluma and the U.S. Department of Commerce will establish and execute definitive award documents for the proposed funding on acceptable terms, or at all; uncertainty as to whether, when, and in what amount Aeluma will receive or retain any portion of the proposed funding; the perceived and actual dilutiv
Funding Would Advance Company’s Scalable Non-InP Substrate Technology for AI Datacom to Address Supply Chain Constraints
GOLETA, Calif., July 29, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum, today announced that it has signed a letter of intent (LOI) for up to $30 million of proposed funding under the CHIPS and Science Act, which is administered by the U.S. Department of Commerce. The award will support Research & Development of Aeluma’s scalable, non-InP semiconductor manufacturing platform for photonics, an important technology for the U.S. economy and national security.
CHIPS funding is designed to advance semiconductor R&D, strengthen U.S. technology leadership, and accelerate the pace of commercialization to enable technology dominance in the industries of the future. Scalable manufacturing of compound semiconductors is critical to AI, advanced computing, and other applications. Aeluma’s non-InP, large-diameter substrate platform addresses supply chain constraints and enables the scaling of photonic components such as high-speed photodetectors and lasers. These technologies will accelerate domestic production for next generation AI interconnects, network communications, and sensing.
“We are pleased to be one of the companies selected to receive an LOI for funding to support the AI and advanced computing ecosystem in the U.S.,” said Jonathan Klamkin, Ph.D., Aeluma’s President and CEO. “This award aims to accelerate development and commercialization of our scalable, high-performance semiconductor platform, leveraging Aeluma’s facilities in Goleta, California, and partner sites within the U.S. With growing demand for photonics in AI and advanced computing infrastructure, Aeluma is poised for broad market adoption of our innovative technology solutions.”
“With today’s compute supply chain investments, the Trump Administration is accelerating America’s innovation engine,” said Secretary of Commerce Howard Lutnick. “These strategic investments will enhance our country’s domestic capabilities, create high-paying jobs and keep America at the forefront of the semiconductor industry.”
“The CHIPS R&D incentives will support a breakthrough in manufacturing of photonic devices for compute and communication networks,” said Bill Frauenhofer, the Executive Director for Semiconductor Innovation and Investment at the Department of Commerce. “Accelerating R&D for next generation substrates for domestic photonic devices provides American industry the extreme bandwidth and energy efficiency to scale complex AI workloads.”
Aeluma pioneered a platform to build high-performance photonics on large-diameter, mismatched substrates up to 300mm in size. This game-changing technology bridges compound semiconductor materials with mainstream microelectronics to meet the scaling requirements of high growth markets. The funded initiatives would accelerate commercialization of Aeluma’s high-performance semiconductors for the AI and advanced computing markets. InP substrates are used for manufacturing critical photonic components, but these substrates are relatively expensive, limited in manufacturing throughput, and subject to geopolitics and supply shortages. Aeluma leverages alternative, larger diameter substrates to build high-performance photonics. The development contemplated in the LOI emphasizes manufacturing readiness and scaling of Aeluma’s non-InP photonics, aligning with the U.S. CHIPS and Science Act objectives to strengthen domestic semiconductor manufacturing, supply chain resiliency, and national security.
The award is subject to the completion of further due diligence, required approvals, including internal approvals of the U.S. Government, and the parties’ execution of definitive award documents. The LOI contemplates a portion of the award being funded up front and the remainder funded on a milestone-based award structure tied to eligible project costs and technical progress.
Any securities issued to the U.S. Department of Commerce in connection with the proposed award will not be registered under the Securities Act of 1933, as amended, and may be issued only pursuant to an applicable exemption from the registration requirements of that Act. This press release does not constitute an offer to sell or the solicitation of an offer to buy any securities of Aeluma, nor shall there be any sale of such securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction. In connection with executing final award documents, Aeluma would issue equity securities to the U.S. Department of Commerce with an aggregate value equal to the award amount.
About Aeluma
Aeluma (NASDAQ: ALMU) is a transformative semiconductor company specializing in high-performance photonic and electronic technologies that scale. The company’s proprietary platform combines compound semiconductors with scalable manufacturing used for mass market microelectronics to enable volume production and large-scale integration. Applications for Aeluma’s technology include mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum. Headquartered in Goleta, California, Aeluma operates state-of-the-art R&D and manufacturing capabilities for semiconductor wafer production, quick-turn chip fabrication, rapid prototyping, test, and validation. Aeluma also partners with production-scale fabrication foundries, packaging, and integration companies. For more information, visit www.aeluma.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and other securities laws. All statements in this press release that are not historical are forward-looking statements, including, among other things, statements whether Aeluma or the U.S. Department of Commerce will enter into definitive award documents on acceptable terms, or at all, whether Aeluma will receive or retain any portion of the proposed funding, the potential issuance of Company securities to the U.S. Department of Commerce, potential applications and resulting benefits of Aeluma’s technology, timing of development and commercialization of Aeluma’s products, anticipated demand for Aeluma’s products, and impacts of the Award on the same. These statements are not historical facts but rather are based on Aeluma’s current expectations, estimates, and projections regarding its business, operations, and other similar or related factors. Words such as “anticipate,” “could,” “growing,” “intend,” “may,” “plan,” “poised,” “potential,” “will,” “would,” and other similar or related expressions are used to identify these forward-looking statements, although not all forward-looking statements contain these words. These forward-looking statements are neither promises nor guarantees, and you should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties, and assumptions that are difficult or impossible to predict and, in some cases, beyond Aeluma’s control. Actual results may differ materially from those in the forward-looking statements as a result of a number of factors, including uncertainty as to whether Aeluma and the U.S. Department of Commerce will establish and execute definitive award documents for the proposed funding on acceptable terms, or at all; uncertainty as to whether, when, and in what amount Aeluma will receive or retain any portion of the proposed funding; the perceived and actual dilutiv
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。