物理AI升温背后：三大瓶颈待解 产业仍处于早期爬坡阶段

yun2026

物理AI升温背后：三大瓶颈待解 产业仍处于早期爬坡阶段

ACM Research披露季报，前九个月营收8.92亿美元

ACM Research（ACMR）的最新季度报告列出，第三季度收入为3.68亿美元，同比增长36.61%。上年7至9月，这项收入为2.69亿美元。按归属于母公司的净损益计算，当季盈利154.4万美元，上年同季盈利3588.9万美元。本季摊薄后每股收益0.02美元，一年前为0.52美元。

从1月至9月，公司累计实现收入8.92亿美元，与去年同期的6.57亿美元相比增长35.77%。前九个月归属于母公司的盈利1.08亿美元，去年同期为盈利8602.9万美元。同期经营活动产生的现金为净流出1.06亿美元，上年同期为净流出4424.4万美元。

研发支出方面，三季度投入5137.2万美元，比上年同期的3965.1万美元增长29.56%，相当于当季营收的13.97%。

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