$盛美上海(SH688082)$ 之前买了点$ACM Research(ACMR)$ ,刚看了一下最新的earning call,董事长表示ACMR已经可以出售盛美上海的股票并把钱汇回美国了:
“Our three year lockup on our ACM Shanghai stock expired last quarter and we now have additional flexibility to sell shares. We're very comfortable that ACM can sell some share of ACM Shanghai stock and the repatriate -- the cash back to U.S. The timing of any sale, of course, would depend on pricing, market condition and our own cash needs and other factors.”
因为母公司和子公司价差太大了,这种出售必然是利好母公司的,但对子公司来说等于头上悬了一把达摩克利斯之剑,不知道什么时候就迎来巨大抛压。