评级中性. 公司增长潜力高, 但目前股价对应P/E (TTM) 50x, 投资价值偏低.
主要风险:
1) 纯硬件企业, 整体毛利较低;
2) 收入依赖DRAM较高, 存在一定渠道风险;
3) 存在贸易战风险, 美国市场竞争激烈较为饱和, 中国市场不确定性高.
4) 大股东股权过...查看全文
智通财经APP获悉,6月15日(周二),WSB概念股盘中走强,截至北京时间21:38,ContextLogic (WISH.US)涨7.54%,报12.120美元,此前一度涨超10%;AMC院线(AMC.US)涨3.72%,报59.122美元;Corsair Gaming(CRSR.US)涨2.86%,报37.030美元;Roblo... 网页链接
智通财经APP获悉,6月14日(周一),WSB概念股盘中走强,截至北京时间22:08,Corsair Gaming(CRSR.US)涨15.42%,报37.350美元;AMC院线涨(AMC.US)涨10.95%,报54.810美元;SOS(SOS.US)涨9.88%,报4.219美元;Clean Energy Fuels(CLNE.US)涨8... 网页链接
$Corsair Gaming(CRSR)$ 8-K Current report, item 5.07 Accession Number: 0000950170-24-071851 Act: 34 Size: 171 KB 网页链接
$Corsair Gaming(CRSR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001610717-24-000315 Size: 7 KB 网页链接
$Corsair Gaming(CRSR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001610717-24-000316 Size: 7 KB 网页链接
$Corsair Gaming(CRSR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001610717-24-000317 Size: 7 KB 网页链接
$Corsair Gaming(CRSR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001610717-24-000319 Size: 7 KB 网页链接
$Corsair Gaming(CRSR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001610717-24-000318 Size: 7 KB 网页链接
$Corsair Gaming(CRSR)$ SD Specialized disclosure report Accession Number: 0000950170-24-066543 Act: 34 Size: 165 KB 网页链接
$Corsair Gaming(CRSR)$ S-8 Securities to be offered to employees in employee benefit plans Accession Number: 0000950170-24-054754 Act: 33 Size: 271 KB 网页链接
$Corsair Gaming(CRSR)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000950170-24-054670 Act: 34 Size: 8 MB 网页链接
$Corsair Gaming(CRSR)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0000950170-24-054467 Act: 34 Size: 12 MB 网页链接