$Acm Research Inc.(ACMR)$ “ 2019年收入1.05-1.06亿美元，同比增长41%-43%，2020年预计收入1.3-1.5亿美元，同比增长21%-40%”稳定的客户与先进的产品可以确保管理层实现预期目标，过去几年都实现了。另外在建的上海工厂，以及国内分公司的科创板计划，未来可期。市值的话，不用算什么估值修复，就按预期的业绩来，年底7.5亿美元，股价40美元。

$Sea Ltd(SE)$ Sea的游戏部分收入今年确定性比较强，电商依然面临一些挑战，回头写篇分析。

$Acm Research Inc.(ACMR)$ 8月5号的Q2财报会非常不错，一是因为一季度很多因疫情延期的订单会在二季度确认，二十三费会有所下降，利润相比一季度会上升不少，股价上100几乎十注定的事，拭目以待。

$lululemon athletica(LULU)$ 自己买着穿过觉得还不错，服装行业跟经济周期相关性高，不太好判断，持续关注。

$拼多多(PDD)$ 中概刺激不？

$Acm Research Inc.(ACMR)$ 挑几个重要的点说一下：For fiscal year 2020, the Company now expects revenue to be in the range of $140 million to $155 million, up from the previous guidance range of $130 million to $150 million. This view assumes, among other factors, the ** situation continues to improve in China and stabilizes in the coming months on a global basis上调全年收入预期。Shipments. Total shipments in the second quarter of 2020 were $45 million, versus $33 million in the second quarter of 2019 and $12 million in the first quarter of 2020. Total shipments included deliveries for revenue in the quarter, and deliveries of systems awaiting customer acceptance for potential revenue in future quarters.同比增加了36%的backlog收入。Two new China-Based Customers

$老虎证券(TIGR)$ 恭喜老虎，恭喜天华

$Sea Ltd(SE)$ 今年一年的任务还是持续做增长