股票 › ACMR
盛美半导体 ACMR
美股市值排名 #2452
$44.61 +$5.30 (+13.48%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $44.50 -0.25%
开盘$43.00
昨收$39.31
当日区间$41.30 – $44.86
成交量1.43M
市值$3.11B
市盈率（TTM）27.9
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例77.2%+0.13 个百分点，较上季度
持仓机构数450+2 ，较上季度
内部人近期交易14次买入 / 36次卖出净卖出
空头持仓比例5.00% 占流通股回补天数 2.6 · 截至 15 Oct 2026
卖空成交量占比15.4%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$6.11M（5个净流入日，15个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有34.9%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从5.21%降至5.00%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Capital Research | Mutual Fund | 2026/Q3 | +3,021,465 | 4.3% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +1,145,605 | 4.8% |
| WFM Asia (BVI) Limited | Mutual Fund | 2026/Q3 | +969,200 | 1.4% |
| BlackRock | Mutual Fund | 2026/Q3 | +675,995 | 12.4% |
| Fuller & Thaler Asset Management, Inc. | Mutual Fund | 2026/Q3 | +639,448 | 0.9% |
| Gilder Gagnon Howe & Co. LLC | Mutual Fund | 2026/Q3 | +565,813 | 0.9% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +433,458 | 0.9% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +374,618 | 0.8% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +350,467 | 1.6% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +261,107 | 4.1% |
| MY.Alpha Management HK Advisors Limited | Hedge Fund | 2026/Q3 | +249,500 | 0.4% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +235,451 | 1.4% |
| 12 West Capital Management LP | Hedge Fund | 2026/Q3 | +218,900 | 0.3% |
| Fullgoal Asset Management (HK) Limited | Mutual Fund | 2026/Q3 | +210,494 | 0.3% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +197,125 | 0.4% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 8 Sep 2026 | Hui Wang | Chairperson & CEO | Derivative Exercise and Sale | -140,000 | $78.57 | 1,748,548 |
| 19 Aug 2026 | Mark McKechnie | CFO, Executive VP, Secretary & Treasurer | Derivative Exercise and Sale | -55,199 | $77.89 | 900 |
| 17 Aug 2026 | Haiping Dun | Lead Independent Director | Derivative Exercise and Sale | -5,000 | $82.17 | 855,090 |
| 11 Aug 2026 | Charles Pappis | Independent Director | Other Derivative Acquisition | +728 | $96.13 | 728 |
| 11 Aug 2026 | Charles Pappis | Independent Director | Other Derivative Acquisition | +6,400 | $81.26 | 6,400 |
| 11 Aug 2026 | Haiping Dun | Lead Independent Director | Other Derivative Acquisition | +728 | $96.13 | 728 |
| 11 Aug 2026 | Haiping Dun | Lead Independent Director | Other Derivative Acquisition | +6,400 | $81.26 | 6,400 |
| 11 Aug 2026 | Dong Liu | Independent Director | Other Derivative Acquisition | +728 | $96.13 | 728 |
| 11 Aug 2026 | Dong Liu | Independent Director | Other Derivative Acquisition | +6,400 | $81.26 | 6,400 |
| 4 Jun 2026 | Sotheara Cheav | Senior Vice President of Manufacturing | Intent to Sell (Form 144) | -5,399 | $83.18 | – |
| 4 Jun 2026 | Sotheara Cheav | Senior Vice President of Manufacturing | Derivative Exercise and Sale | -18,750 | $85.77 | 100,002 |
| 3 Jun 2026 | Sotheara Cheav | Senior Vice President of Manufacturing | Intent to Sell (Form 144) | -13,351 | $85.15 | – |
| 3 Jun 2026 | Hui Wang | Chairperson & CEO | Derivative Exercise and Sale | -100,002 | $93.04 | 1,748,548 |
| 18 May 2026 | Haiping Dun | Lead Independent Director | Derivative Exercise and Sale | -5,000 | $67.54 | 855,090 |
| 12 May 2026 | Hui Wang | Chairperson & CEO | Other Derivative Acquisition | +6,208 | – | 6,208 |
| 16 Apr 2026 | Charles Pappis | Independent Director | Derivative Exercise and Sale | -5,000 | $52.00 | – |
| 11 Mar 2026 | Mark McKechnie | CFO, Executive VP, Secretary & Treasurer | Derivative Exercise and Sale | -98,551 | $46.57 | 900 |
| 11 Mar 2026 | Hui Wang | Chairperson & CEO | Derivative Exercise and Sale | -110,000 | $48.34 | 1,748,548 |
| 10 Mar 2026 | Dong Liu | Independent Director | Derivative Exercise and Sale | -60,000 | $48.25 | 110,772 |
| 8 Mar 2026 | Haiping Dun | Lead Independent Director | Derivative Exercise and Sale | -5,000 | $43.94 | 855,090 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 3,482,683 | 5.0% | 2.6 |
| 30 Sep 2026 | 4,055,665 | 5.8% | 3.2 |
| 15 Sep 2026 | 4,136,685 | 5.9% | 4.6 |
| 31 Aug 2026 | 3,970,966 | 5.7% | 4.4 |
| 14 Aug 2026 | 3,285,493 | 4.7% | 4.1 |
| 31 Jul 2026 | 3,603,818 | 5.2% | 3.4 |
暂无评论——快来第一个聊聊 ACMR。