Ultra Clean：AI增长迅猛，市场仍显过于谨慎（纳斯达克：UCTT）
· seekingalpha.com
Ultra Clean Holdings（UCTT）买入评级：第二季度营收增长24%，AI驱动前景，2027年市盈率11倍，但现金流和客户风险存在。
Ultra Clean Holdings ( UCTT ) is one of the companies that indirectly benefit from the investments in AI. The latest figures show that the semiconductor cycle h...