opc · equity research archive

SEC-sourced deep-dive analyses, cached + indexed

76 companies · 30 dashboards

Cross-Ticker Dashboards

决策板 · 买点×估值×内部人×财报日 · 76家（2026-10-24）

决策板 · 买点×估值×内部人×财报日 · 76家（2026-10-17）

决策板 · 买点×估值×内部人×财报日 · 76家（2026-10-16）

决策板 · 买点×估值×内部人×财报日 · 75家（2026-10-13 盘中现价重算）

更早的 dashboards（26）

决策板 · 买点×估值×内部人×财报日 · 91家（2026-10-10）

决策板 · 买点×估值×内部人×财报日 · 114家（2026-10-03）

决策板 · 买点×估值×内部人×财报日 · 100家（2026-09-26）

决策板 · 买点×估值×内部人×财报日 · 99家（2026-09-19）

决策板 · 买点×估值×内部人×财报日 · 94家（2026-09-12）

决策板 · 买点×估值×内部人×财报日 · 94家（2026-09-05）

决策板 · 买点×估值×内部人×财报日 · 94家（2026-08-28）

决策板 · 买点×估值×内部人×财报日 · 91家（2026-08-21）

决策板 · 买点×估值×内部人×财报日 · 100家（2026-08-14）

决策板 · 买点×估值×内部人×财报日 · 100家（2026-08-08）

决策板 · 买点×估值×内部人×财报日 · 99家（2026-08-01）

决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-29）

决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-24）

决策板 · 买点×估值×内部人×财报日 · 99家（2026-07-18）

决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-10）

决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-08）

决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-06 全量重跑）

决策板 · 买点×估值×内部人×财报日 · 45家（2026-07-04）

决策板 · 买点×估值×内部人×财报日 · 45家（2026-06-27）

生命科学工具 × CRO × AI制药 · 7家横向比较（2026-06-21）

800V HVDC 供电生态 · 调研比较 · 9家（2026-06-16）

决策板 · 买点×估值×内部人×财报日 · 71家（2026-06-13·全员刷新）

当浪潮换挡：科技巨头的代际切换生死录

决策板 · 买点 × 估值 × 内部人 × 财报 × 催化剂 · 67 家(2026-06-07)

49 只多板块 Deep-Dive 估值与买点矩阵 · 2026-05-30

22 家公司估值矩阵：季度 PEG + Forward PE + 3 档买入价

Single-Company Deep Dives

Tencent Holdings Limited 腾讯控股有限公司

HK-listedno-SECChina-techgamesbuybackadvertisingfintechcloudAI-capexWeChat-ecosystemfounder-ledinvestment-portfolioSOTPProsus-overhangquarterly-reportingno-WVRmemory-cost-cycle52w-lowvaluation-band-p0

updated 2026-10-24

华虹宏力半导体有限公司 Hua Hong Grace Semiconductor Limited

HK-listedA+Hno-SECSOEfoundryspecialty-processmature-nodepower-semiconductorNVMcyclicalheavy-capexM&A-huali-microlow-ROEAH-premiumdomestic-substitution

updated 2026-10-24

HK-listedno-SECChina-consumerfood-deliveryinstant-retaillocal-servicesturnaroundmargin-recoverysubsidy-warloss-making-TTMWVRfounder-leddual-classquarterly-reportingno-dividendbuyback-collapsednet-cashSOTPAI-stakesKeeta-overseasautonomous-deliveryvaluation-band-p052w-low-proximityM&A-pendingregulatory-investigation

updated 2026-10-24

Kingsoft Cloud Holdings Limited 金山云控股有限公司

HK-listedUS-ADRdual-primaryChina-ADRVIEAI-datacentercloud-IaaSGPU-rentalcapex-heavyloss-makinghigh-leveragerelated-party-concentrationXiaomi-ecosystemKingsoft-groupacting-CEOno-guidancegoodwill-riskFPI-transition

updated 2026-10-24

Zhejiang Laifual Drive Co., Ltd. 浙江來福諧波傳動股份有限公司

HK-listedno-SEChumanoid-robotharmonic-reducerChapter-18Crecent-IPOmicro-floatlockup-overhangloss-makingcapex-heavycost-leaderChina-domestic-substitutioncustomer-concentrationno-sellside-coverageno-guidanceno-dividend

updated 2026-10-24

Xiaomi Corporation 小米集团-W

HK-listedno-SECWVRsmartphonesmart-EVAIoTAI-foundation-modelXRING-SoCmemory-cost-cyclebuybacknet-cashfounder-led

updated 2026-10-24

四川川投能源股份有限公司 Sichuan Chuantou Energy Co., Ltd.

A-shareSSE-main-boardno-SEChydropowerinvestment-holdingYalong-Riverequity-method-earningsprovincial-SOEhigh-dividenddividend-policy-50pctpumped-storagecontrolling-shareholder-buyingdrought-cycleChangjiang-Power-strategic-holdergroup-restructuringasset-injection-optionX-zero-coverage

updated 2026-10-24

中国长江电力股份有限公司 China Yangtze Power Co., Ltd.

A-shareSSE-main-boardno-SEChydropowerutilitySOEcentral-SOE-parenthigh-dividenddividend-70pct-commitmentwide-moatlow-growthrate-sensitiveparent-accumulationpumped-storage-pipelinePeru-overseasH1-2026-reported

updated 2026-10-24

苏州绿的谐波传动科技股份有限公司 Leader Harmonious Drive Systems Co., Ltd.

A-shareSTAR-marketno-SECno-HKEXhumanoid-robotharmonic-reducerembodied-AIrobotics-componentsindustrial-robotimport-substitutionstory-stockextreme-multiplegross-margin-compressionH-share-filing-plannedSSE-inquiry-letterannual-report-restatedcapex-project-delayedfounder-family-controllednet-cashno-equity-incentiveno-sell-side-price-target

updated 2026-10-24

芯原微电子（上海）股份有限公司 VeriSilicon

A-shareSTAR-Marketno-SECloss-makingAI-ASICsemiconductor-IPdesign-servicechipletNPU-GPU-VPU-IPorder-backlog-surgeH-share-filingno-controlling-shareholderSSE-inquiry-letter

updated 2026-10-24

Murata Manufacturing 村田製作所

JP-listedno-SECTSE-PrimeMLCCpassive-componentsAI-datacenterAI-server-BOMcyclicalwide-moatpricing-powercapex-betasmartphoneautomotive-xEVnet-cashbuyback-cancelcross-shareholding-unwindvaluation-band-p95post-bubble-drawdownstock-split-2023

updated 2026-10-24

Applied Optoelectronics, Inc.

AI-datacenteroptical-transceivers800G1.6Tphotonicshyperscaler-supplyUS-manufacturingfounder-ledNG-profit-inflectionrevenue-rampCATV-DOCSIS4dilutive-ATMinsider-distributioncopper-AEC-riskcapex-beta

updated 2026-10-24

consumer-hardwareiPhoneservices-platformApple-Intelligenceecosystem-moatmega-capcapital-return2C-terminal-demand

updated 2026-10-24

Aehr Test Systems

semicapburn-inwafer-level-testAI-datacentersilicon-photonicsSiCsmall-capstory-stock

updated 2026-10-24

Astera Labs, Inc.

AI-datacenterAI-connectivityPCIe-retimerscale-up-switchUALinkCXLhyperscalercustomer-concentrationcapex-betafounder-ledheavy-SBCnet-cashIPO-2024

updated 2026-10-24

Applied Materials, Inc.

semiconductor-equipmentWFEdeep-cyclicalhigh-qualitydeposition-etch-CMP-implantadvanced-packagingHBM-DRAMleading-edge-logicChina-exposureAI-capex-betadividend-payerbuyback

updated 2026-10-24

Advanced Micro Devices, Inc.

AIGPUCPUData CenterEPYCInstinctFablessSemiconductorROCmHelioscapex-betaAI-datacenter

updated 2026-10-24

Amkor Technology, Inc.

OSATadvanced-packagingCoWoS-outsourcingAI-datacentercapex-betaApple-concentrationArizona-CHIPSfounder-controlledKim-family

updated 2026-10-24

Amazon.com, Inc.

mega-capcloudAWSAIAnthropic-investorOpenAI-investore-commerceadvertisingTrainiumProject-Kuipercapex-betaAI-infrastructure

updated 2026-10-24

Arm Holdings plc

IP licensingCPU architectureAI infrastructureArm AGI CPUSoftBankFPIroyalty modelagentic AIdata centeredge AIunit-shipment-beta

updated 2026-10-24

AST SpaceMobile, Inc.

spacesatellitedirect-to-deviceSpaceMobileBlueBird5GLEOpre-revenuepre-profitcapex-heavy

updated 2026-10-24

mega-capAIcustom-ASICnetworking-chipVMwaresemiconductorenterprise-softwareHock-TanM&A-integratorTPUMTIA

updated 2026-10-24

Alibaba Group Holding Limited

China-techcloud-AIe-commerceFPIVIEADRdual-listedQwenholdco-SOTPAI-capexquick-commerce

updated 2026-10-24

Bloom Energy Corporation

fuel-cellsofcclean-energyai-data-centeron-site-poweroracle-partnercapex-betagrowth-stock

updated 2026-10-24

Cerebras Systems Inc.

AI-inferencewafer-scaleWSE-3AI-acceleratorrecent-IPOOpenAIG42customer-concentrationSovereign-AINVIDIA-challenger

updated 2026-10-24

Constellation Energy Corporation

AI-datacenter-powernuclearnatural-gasgeothermalPJMERCOTIPPhyperscaler-PPAMicrosoftMetaCalpinenuclear-PTCCrane-restartbuybackAdjOpEPS

updated 2026-10-24

CleanSpark, Inc.

bitcoin-miningAI-HPC-pivotHODL-strategyfounder-ledconvertible-notes-heavyMeta-lease

updated 2026-10-24

derivatives-exchangeclearinghousewide-moatinterest-rate-futuresdividend-variableFMX-competitionperpetual-futures-CFTC-lawsuitCEO-transitionmulti-year-low-valuation

updated 2026-10-24

large-capphotonicsoptical-transceiverAI-datacenter800G1.6TInPSiCdatacomNVIDIA-strategic-partnerdeleveragingdivestiture

updated 2026-10-24

Circle Internet Group, Inc.

stablecoinUSDCcrypto-fintechinterest-rate-sensitiveblockchainArc-L1ARC-tokenpayments-networkCPNIPO-2025NYSE

updated 2026-10-24

Credo Technology Group Holding Ltd

AI-infrastructureAECsilicon-photonicsdata-center-interconnectactive-electrical-cableoptical-transceiverhyperscalerfounder-ledcapex-beta

updated 2026-10-24

Salesforce, Inc.

enterprise-SaaSCRMAI-agentsAgentforceData-Clouddividend

updated 2026-10-24

CrowdStrike Holdings, Inc.

cybersecuritySaaSendpointXDRNG-SIEMAI-securityFalcon-Flexplatformhigh-SBCfounder-CEOS&P-500Nasdaq-100wide-moatextreme-valuationvaluation-band-p100stock-split-2026July-19-outage

updated 2026-10-24

CoreWeave, Inc.

AI-datacenterGPU-cloudneocloudAI-hyperscalercapex-betacustomer-concentrationdebt-financedNVIDIA-backedhigh-lossfounder-controlledbattleground

updated 2026-10-24

SaaSobservabilityusage-basedAI-native-exposureOpenAI-concentrationcloud-consumptionhigh-SBCdual-classNevada-redomicileS&P-500

updated 2026-10-24

Fair Isaac Corporation

credit-scoresmortgage-toll-boothpricing-powerregulatory-binaryFHFA-vantagescore-livenegative-equitybuyback-heavyinsider-sellingevent-drivenlender-choice-duopolycovenant-constrainedthesis-reset-2026-09

updated 2026-10-24

FormFactor, Inc.

semi-cap-testprobe-cardsHBM-testadvanced-packagingAI-memoryCPO-silicon-photonicsquantum-testnon-cyclical-growth-story

updated 2026-10-24

mega-capsearchcloudAIGeminiTPUWaymoYouTubeadvertisingdual-class-stockequity-raiseBerkshire-stake

updated 2026-10-24

Robinhood Markets, Inc.

fintechcryptoretail-brokeragegold-subscriptionsuperappcommission-freeprediction-marketsipo-underwriterconvertible-notesagentic-trading

updated 2026-10-24

semiconductorfoundryx86CPUAI-infrastructureturnaroundgovernment-backedIntel-18AIntel-14Acapex-beta

updated 2026-10-24

KLA Corporation

semiconductorsemi-capWFEprocess-controlmetrologyinspectionyield-managementwide-moatAI-infrastructureadvanced-packagingHBMcapex-beta10-for-1-splitChina-exposuredividend-grower

updated 2026-10-24

Lumentum Holdings Inc.

large-capphotonicsoptical-componentAI-datacenter800G1.6TEMLVCSELCPONVIDIA-strategic-partnerNASDAQ-100Apple-supplier

updated 2026-10-24

Lam Research Corporation

wafer-fab-equipmentetch-depositionmemory-capexHBM-DRAMNANDChina-WFE-risksemi-cap-cyclicaldeep-cyclical-high-quality

updated 2026-10-24

Mastercard Incorporated

payments-networkcard-railsduopolyvalue-added-servicesstablecoinwide-moatcompoundercross-border

updated 2026-10-24

Meta Platforms, Inc.

AIAI-capexARI-roboticsManusMeta-Model-APIMuse-SparkReality-LabsScale-AISuperintelligence-Labsadvertisingdual-classfounder-controlledmega-capsocial-media

updated 2026-10-24

Marvell Technology, Inc.

AI-datacentercustom-ASICoptical-DSPCPOhyperscaler-supplier

updated 2026-10-24

Microsoft Corporation

mega-capcloudAIAzureOpenAI-partnerenterprise-softwarecapex-beta

updated 2026-10-24

Micron Technology, Inc.

HBMHBM4DRAMNANDAI存储CHIPS Act半导体内存超级周期数据中心capex-betadeep-cyclicalpeak-cycle-riskSCA锁量

updated 2026-10-24

Nebius Group N.V.

FPIAI-cloudGPUneocloudAI-datacenterNVIDIA-backedearly-stagecapex-betasum-of-parts

updated 2026-10-24

Nokia Corporation

foreign-private-issuerAI-datacenter-networkingoptical-DCIAI-RANNVIDIA-investmentInfinera-acquisitionICEYE-investmentinsider-buying-cluster20F-filerpatent-licensingdiscontinued-ops-recastAI-Cloud-order-intake

updated 2026-10-24

NVIDIA Corporation

AIGPUData CenterSemiconductorsBlackwellCUDALLM InfrastructureAgentic AINVLinkSilicon PhotonicsAutonomous VehiclesRobotics

updated 2026-10-24

Navitas Semiconductor Corporation

800V-HVDCAI-datacenterEVfast-chargerfounder-departureGaNgrid-energyhigh-betamomentumNavitas-2.0NVIDIA-MGX-ecosystempower-semiSiCsmall-capunprofitablewolfspeed-patent-litigation

updated 2026-10-24

Onto Innovation Inc.

semicapprocess-controlmetrologyinspectionadvanced-packagingHBMAI-datacenteryield-softwarecapex-beta

updated 2026-10-24

Oracle Corporation

AI-infrastructureOCIOracle-Cloud-InfrastructureRPO-megaStargate-OpenAIfounder-ledmega-capdata-center-buildoutcapex-heavyfiscal-may

updated 2026-10-24

small-capLiDARautonomous-drivingroboticssmart-infrastructurepost-SPACVelodyne-mergerPhysical-AIfounder-CEOStereoLabs-acquisitionATM-dilutionNVIDIA-partnerFujifilm-partnerRev8-color-LiDARARGUS-counter-droneFieldAI-roboticsdefense-perception

updated 2026-10-24

big-pharmapatent-cliffdividend-high-yieldSeagen-ADCobesity-Metseracost-cuttingCOVID-wind-down

updated 2026-10-24

Palantir Technologies Inc.

AIAIPdefensedata-platformontologyFoundryGothamS&P-500Nasdaq-100founder-controlledthree-class-stockhigh-SBCextreme-valuation

updated 2026-10-24

QUALCOMM Incorporated

semiconductorshandset-SoCIP-licensingautomotiveAI-datacenterAmazon-warrantdividendbuyback

updated 2026-10-24

social-mediaadvertisingAI-data-licensingGoogle-OpenAI-dealspost-IPO-2024founder-leddual-classS&P500-member-2026-08-18

updated 2026-10-24

Rocket Lab Corporation

spacelaunchsatellitedefenseneutronvertical-integrationpre-profitgrowthnasdaq-100extreme-ev-salesiridium-mergerm-and-a

updated 2026-10-24

Recursion Pharmaceuticals, Inc.

ai-drug-discoverytechbioclinical-stageloss-makingnvidia-backedexscientia-mergercash-runway-watch

updated 2026-10-24

foreign-private-issuerKorea-listedADS-premiumno-Form4deep-cyclical-memoryHBM-leaderAI-datacenterNVIDIA-supplierLTA-long-term-agreementsKioxia-stakeSolidigmchaebol-SK-groupbuyback-40T-KRWinsider-buy-controller6K-filer

updated 2026-10-24

Sandisk Corporation

NANDAI存储超级周期NBMBiCS10HBF分拆新股数据中心存储Kioxia合资Flash Venturescapex-betahyperscaler-capex

updated 2026-10-24

consumption-SaaSdata-cloudAI-data-platformCortex-AIhigh-SBCGAAP-lossconvertible-notes

updated 2026-10-24

EDAAI-chip-designANSYS-integrationplatform-acquisitionNVIDIA-strategic-partnerElliott-activistmultiphysics-simulationDesign-IPduopoly-with-CDNS

updated 2026-10-24

SoFi Technologies, Inc.

bank-holding-companyconsumer-lendingfintechneobankpersonal-loansinsider-buying

updated 2026-10-24

Space Exploration Technologies Corp.

mega-IPO-2026StarlinkStarshipxAI-GrokAI-datacenterStarshield-defensecontrolled-companylockup-overhangstory-stock-SOTP

updated 2026-10-24

S&P Global Inc.

credit-ratingsindicescapital-markets-infrastructurewide-moattoll-boothspin-off-2026buyback-heavyinsider-buying

updated 2026-10-24

STMicroelectronics N.V.

foreign-private-issuer20F-filerFR-IT-state-controlledanalogMEMSMCUSiC-powerautomotiveindustrialApple-supplierTesla-SiC-supplierSpaceX-StarlinkAI-datacentercyclical-trough-FY25NXP-MEMS-acquisitionEIB-financedconvertible-bond-2026

updated 2026-10-24

EVrobotaxiFSD-autonomyOptimus-humanoidenergy-storageAI-computeMuskmega-capstory-stock

updated 2026-10-24

Taiwan Semiconductor Manufacturing Company Limited

semiconductorfoundryAITSMCFPIHPCadvanced-processTaiwanArizona2nmCoWoS

updated 2026-10-24

Twist Bioscience Corporation

synthetic-biologyAI-drug-discovery-wet-labNGS-toolspre-profitstory-stock

updated 2026-10-24

Vicor Corporation

800VHVDCVPDvertical-power-deliveryfactorized-powerFPAAI-datacenterpower-modulesIP-licensingITC-litigationCerebrasfounder-controlleddual-classcapex-betalumpy-revenuesingle-customer-concentration

updated 2026-10-24

Vishay Precision Group, Inc.

humanoid-roboticsforce-torque-sensorstactile-sensingphysical-AIprecision-resistorsstrain-gagedefense-avionicsfamily-controlleddual-classnarrative-reratingsmall-capdemand-supply-chain

updated 2026-10-24

Vertiv Holdings Co

AI-datacenterliquid-coolingcapex-betaNVIDIA-NVL72-ecosystemhyperscaler-infrastructureindustrial-IG-creditSPAC-graduateHoneywell-Dave-CoteOhio-HQM&A-active

updated 2026-10-24

AI-datacenter-powernuclearnatural-gasERCOTPJMIPPhyperscaler-PPAAWSMetaFCFbGbuyback-compounderHelix-KKR-NVIDIAhybrid-notes

updated 2026-10-24