Bogeys · 数值对比与修正
数值归一化覆盖 1908/17056 带值 atom (11%) · 🔄 14 修正事件 · 87 组跨源数值对比 · 程序化, 无 AI 综合 · 2026-07-02
🔄 修正事件 (同一源改口 — 最强信号)
卖·BofA CRM RATING Sell → Buy 2026-05-31 → 2026-07-01
卖·BofA FOXA RATING Sell → Buy 2026-06-16 → 2026-07-01
卖·MS Meta EPS 2028 10% → 8% -20% 2026-06-25 → 2026-07-01
卖·MS Meta EPS 2028 90% → 10% -88.9% 2026-06-18 → 2026-06-25
卖·BofA SAIL RATING Buy → Hold 2026-06-11 → 2026-06-15
卖·BofA NBIS RATING Hold → Buy 2026-06-02 → 2026-06-12
卖·BofA ORCL CAPEX FY27 $68.3B → $70B +2.5% 2026-06-09 → 2026-06-10
卖·BofA NBIS RATING Buy → Hold 2026-05-31 → 2026-06-02
卖·BofA TXN EPS FY27 11% → 18% +63.6% 2026-05-31 → 2026-06-01
卖·BofA ADI EPS FY27 17% → 11% -35.3% 2026-05-31 → 2026-06-01
卖·BofA STM EPS FY27 20% → 13% -35% 2026-05-31 → 2026-06-01
卖·BofA MCHP EPS FY27 13% → 18% +38.5% 2026-05-31 → 2026-06-01
卖·BofA IFX EPS FY27 8% → 10% +25% 2026-05-31 → 2026-06-01
卖·BofA ON EPS FY27 6% → 5% -16.7% 2026-05-31 → 2026-06-01
📊 跨源数值对比 (同 entity × 指标 × 期间, ≥2 独立源)
Google REV 2026 5 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 81% | 2026-06-09 | 2026/27 GCP增长81%/48% (Wolfe) |
| 卖·BofA | $300B | 2026-06-30 | $300B ARR |
| 卖·MS | $5B | 2026-06-30 | $5bn |
| 卖·UBS | 24% | 2026-06-03 | 24% in 2026, 34% in 2027 |
| 卖·Wells | $14B | 2026-06-15 | ~$14B |
APP RATING 4 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-29 | Strong Buy |
| 卖·BofA | Buy | 2026-06-10 | Buy (Reiterate) |
| 卖·Edgewater | Buy | 2026-06-05 | Buy |
| 卖·RayJay | Buy | 2026-06-30 | initiation at Buy |
CRBS RATING 4 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-08 | Outperform |
| 卖·Barclays | Buy | 2026-06-08 | Overweight |
| 卖·Citi | Buy | 2026-06-08 | Buy |
| 卖·MS | Buy | 2026-06-08 | Overweight |
Intel RATING 4 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-22 | Outperform |
| 卖·BofA | Buy | 2026-06-11 | Buy |
| 卖·MS | Buy | 2026-06-15 | Overweight |
| twitter | Hold | 2026-06-25 | Neutral |
Meta RATING 4 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-01 | Outperform (implied) |
| 卖·Arete | Buy | 2026-06-02 | Buy |
| 卖·BofA | Buy | 2026-06-16 | Buy |
| 卖·MS | Buy | 2026-07-01 | Overweight |
OpenAI REV 2026 4 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | 50% | 2026-04-08 | 50% |
| 卖·BofA | 40% | 2026-06-10 | >40%, projected 50% by end of 2026 |
| 卖·MS | $30B | 2026-06-09 | $30 bn |
| twitter | $5.7B | 2026-06-29 | $5.7B |
AMD RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-01 | Buy |
| 卖·BofA | Buy | 2026-06-11 | Buy |
| 卖·Citi | Buy | 2026-06-12 | Buy (from ?) |
ASML PT 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | €2,022 | 2026-06-22 | €2,022 ($2,345) |
| 卖·JPM | €1,900 | 2026-06-03 | €1,900 (from €1,515) |
| 卖·MS | €1,660 | 2026-06-03 | €1,660 (from €1,400) |
AVGO REV FY28 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | $250B–$300B | 2026-06-17 | $250-300B |
| newsletter | $250B–$300B | 2026-06-17 | ~$250-300B incremental FY28 XPU revenue |
| 卖·JPM | $250M–$300M | 2026-06-17 | $250-300M |
Anthropic REV 2026 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | $100B | 2026-05-28 | $100B |
| 卖·MS | $60B | 2026-06-16 | ~60B |
| twitter | $100B | 2026-06-28 | $100B+ |
CRM RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-18 | Buy |
| 卖·BofA | Buy | 2026-07-01 | Buy (from ?) |
| 卖·Philip | Hold | 2026-06-29 | Hold (from ?) |
CRWV RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-11 | Overweight |
| 卖·BofA | Buy | 2026-06-12 | Buy |
| 卖·Exane | Buy | 2026-06-02 | Buy |
IBM RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Barclays | Buy | 2026-06-01 | Overweight |
| 卖·BofA | Buy | 2026-06-01 | Buy |
| 卖·JPM | Buy | 2026-06-23 | Overweight |
INTU RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Hold | 2026-06-18 | Hold (from ?) |
| 卖·BofA | Sell | 2026-06-02 | Sell (from ?) |
| 卖·GS | Sell | 2026-06-02 | Sell |
Kioxia RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Bernstein | Sell | 2026-06-15 | Underperform |
| 卖·BofA | Buy | 2026-06-01 | Buy (high-conviction) |
| 卖·GS | Buy | 2026-06-01 | Buy |
NFLX RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Evercore | Buy | 2026-06-11 | Outperform |
| 卖·Jefferies | Buy | 2026-06-10 | Buy |
| 卖·MS | Buy | 2026-06-29 | Overweight |
ORCL RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-01 | Buy |
| 卖·BofA | Buy | 2026-06-12 | Buy |
| 卖·Citi | Buy | 2026-06-04 | Buy |
ORCL CAPEX FY27 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $90B–$95B | 2026-06-11 | $90-95B |
| 卖·BofA | $70B | 2026-06-10 | $70B |
| 卖·Citi | $80B | 2026-06-04 | ~$80B in FY27, ~$170B by FY30 |
QCOM REV FY27 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $5B | 2026-06-29 | $5B by FY27 |
| 卖·BofA | $2B–$5B | 2026-06-24 | $2-5B by FY27/28 |
| twitter | $5B | 2026-06-25 | $50亿 |
STM RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Barclays | Hold | 2026-06-29 | Equal Weight (from Underweight) |
| 卖·BofA | Buy | 2026-06-10 | Buy |
| 卖·Jefferies | Buy | 2026-06-10 | Buy |
STX RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-22 | Equal-Weight from Outperform |
| 卖·BofA | Buy | 2026-07-01 | Buy |
| 卖·Melius | Buy | 2026-06-29 | Buy |
TSM REV 2026 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | -1.1% | 2026-05-11 | 2026年4月 MoM -1.1%, YoY +17.5% |
| newsletter | 1.5% | 2026-06-10 | NT$4170亿 (+1.5% MoM, +30.1% YoY) |
| twitter | 36% | 2026-06-29 | 36% |
TTWO RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-02 | Overweight |
| 卖·BofA | Buy | 2026-06-24 | Buy |
| 卖·Piper | Buy | 2026-06-02 | Buy |
U RATING 3 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Hold | 2026-06-29 | Market Perform |
| 卖·BofA | Sell | 2026-06-12 | Underperform (from ?) |
| 卖·RayJay | Hold | 2026-06-30 | initiation at Hold |
AAOI REV 2027 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $1.4B | 2026-06-17 | $1.4B quarterly run rate by mid-2027, $8B+ annualized run rate by 2027 |
| twitter | $471M | 2026-06-25 | $471m per month |
ACN RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Hold | 2026-06-01 | Hold (from ?) |
| 卖·MS | Buy | 2026-06-15 | Equal Weight (from Overweight) |
ADSK RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-18 | Outperform |
| 卖·BofA | Buy | 2026-06-01 | Buy |
AMZN REV 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 37% | 2026-06-09 | 2026/27 AWS增长37%/44% (Wolfe) |
| 卖·BofA | 9% | 2026-06-30 | +9% YoY |
AMZN RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-11 | Buy |
| 卖·Evercore | Buy | 2026-06-01 | Outperform (reiterated) |
AMZN CAPEX 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 104% | 2026-06-10 | 104% |
| twitter | $200B | 2026-06-24 | $200B |
ANET RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-01 | Buy |
| 卖·JPM | Buy | 2026-06-29 | reiterate OW |
ARM REV FY31 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Bernstein | $22B | 2026-06-17 | $22B by FY31 (vs mgmt $15B) |
| twitter | $15B | 2026-06-24 | $15B |
AVGO REV 2028 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $600B | 2026-06-08 | $600B+ by 2028 (Mizuho) |
| 卖·JPM | $29.6B | 2026-06-01 | $29.6bn |
AWS REV Q12026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | 28~30% | 2026-04-27 | +28-30% |
| twitter | 28% | 2026-06-26 | 28% YoY |
Apple RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-22 | Hold (from Outperform) |
| 卖·BofA | Buy | 2026-06-22 | Buy |
BILL RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-22 | Buy |
| 卖·BofA | Hold | 2026-06-10 | Hold (from ?) |
CMCSA RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-30 | reiterate Buy |
| 卖·MS | Buy | 2026-06-29 | Overweight |
CRDO RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-02 | Buy |
| 卖·Evercore | Buy | 2026-06-22 | Outperform |
Cerebras REV 2028 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | $10B–$11B | 2026-05-14 | $10-11B |
| twitter | $6B | 2026-06-27 | $6B |
DDOG RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-15 | Buy |
| 卖·BofA | Buy | 2026-07-01 | Buy |
DIS RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-22 | Buy |
| 卖·MS | Buy | 2026-06-10 | Overweight |
DOCN RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-03 | Overweight |
| 卖·BofA | Buy | 2026-06-12 | Buy (from ?) |
DRAM REV 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 303% | 2026-06-11 | $619B in 2026 (+303% y/y) |
| 卖·BofA | 309% | 2026-06-23 | +309% in 2026 |
Google REV 2027 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 25~30% | 2026-06-09 | ~25-30% of GCP revenue by 2027 (Wolfe) |
| 卖·MS | $62B | 2026-06-30 | $62B in 2027; $79B in 2028 |
Google RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-08 | Buy |
| 卖·UBS | Hold | 2026-06-03 | Neutral |
Google CAPEX 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 186% | 2026-06-10 | 186% |
| 卖·MS | $190B | 2026-06-30 | $190bn |
HPE RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-17 | Buy |
| 卖·Loop | Buy | 2026-06-02 | Buy |
Kioxia PT 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Bernstein | ¥40,000 | 2026-06-15 | ¥40,000 |
| 卖·BofA | ¥73,000 | 2026-06-01 | ¥73k |
MGNI RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BTIG | Buy | 2026-06-09 | Buy |
| 卖·BofA | Buy | 2026-06-08 | Buy |
MRVL RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-12 | Buy |
| 卖·MS | Buy | 2026-06-15 | Overweight |
MU RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-08 | Overweight |
| 卖·BofA | Buy | 2026-06-24 | Buy |
MU GM 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 83.4% | 2026-06-24 | 83.4% |
| twitter | 75~80% | 2026-06-25 | 75-80% |
MU EPS 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 44% | 2026-06-24 | 44% |
| twitter | 31.1% | 2026-06-24 | 31.1% |
MU REV 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 30% | 2026-06-24 | 30% |
| twitter | $98B | 2026-06-29 | 98B |
MU CAPEX 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 23% | 2026-06-24 | 23% |
| twitter | $10B | 2026-06-24 | $10B |
Meta REV Q22026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | $61B | 2026-04-27 | $61bn |
| twitter | $41.5B | 2026-06-24 | $41.5B |
Meta CAPEX 2025 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | $77B | 2026-06-10 | $77.0B |
| twitter | $72.2B | 2026-06-25 | $72.22B |
Meta CAPEX 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 124% | 2026-06-10 | 124% |
| twitter | $125B–$145B | 2026-06-25 | $125-145B |
NAND REV 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 293% | 2026-06-11 | $267B in 2026 (+293% y/y) |
| 卖·BofA | 295% | 2026-06-23 | +295% in 2026 |
NBIS RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-12 | Buy |
| 卖·Exane | Hold | 2026-06-02 | Hold |
NET RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-08 | Buy |
| 卖·BofA | Buy | 2026-06-11 | Buy |
NOW RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-15 | Buy |
| 卖·BofA | Buy | 2026-07-01 | Buy (from ?) |
Nokia REV 2026 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| chat | $21.1B | 2026-04-24 | $21.1B vs $20.4B |
| twitter | 18~20% | 2026-06-26 | 18–20% |
OCTV RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Hold | 2026-06-02 | Hold |
| 卖·RBC | Hold | 2026-06-02 | Hold |
ON RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-01 | Outperform |
| twitter | Buy | 2026-06-26 | downgrade |
ORCL CAPEX FY26 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 142% | 2026-06-23 | ~$23.5B (+142% y/y) |
| 卖·BofA | $50B | 2026-06-10 | $50B |
OpenAI REV 2025 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $13B | 2026-06-16 | $13B (全年), $2B/月 (年底), 较2024年底$1B/季增长 |
| twitter | $13.1B | 2026-06-29 | $13.1B |
PANW REV FY26 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 24% | 2026-06-03 | +24% vs Street 22% |
| 卖·Barclays | $20M | 2026-06-08 | improved by at least $20M |
PLTR RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-09 | Buy |
| 卖·President | Buy | 2026-06-29 | Buy (from ?) |
QCOM RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Sell | 2026-06-24 | Underperform |
| 卖·MS | Hold | 2026-06-25 | Equal Weight |
QCOM REV FY29 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | $10B | 2026-06-29 | $10B by FY29 |
| twitter | $8B | 2026-06-25 | $80亿 |
QNT RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-30 | initiate Buy |
| 卖·JPM | Buy | 2026-06-29 | initiate OW |
RBLX RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Arete | Buy | 2026-06-29 | Buy (from ?) |
| 卖·BofA | Hold | 2026-06-05 | Neutral |
RDDT RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-18 | Buy |
| 卖·BofA | Hold | 2026-06-08 | Neutral |
SNDK RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-08 | Overweight |
| 卖·BofA | Buy | 2026-07-01 | Buy |
SNOW RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-04 | Buy |
| 卖·BofA | Buy | 2026-06-05 | Buy |
SNPS RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Buy | 2026-06-23 | Overweight |
| 卖·BofA | Buy | 2026-05-31 | Buy |
STX EPS FY28 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 40~50% | 2026-07-01 | 上调40-50% |
| 卖·MS | 70% | 2026-06-15 | ~70% above Street |
TKO RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-30 | reiterate Buy |
| 卖·MS | Buy | 2026-06-10 | Overweight |
TTD RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | Hold | 2026-06-30 | Sell (from Neutral) |
| 卖·BofA | Sell | 2026-06-12 | Underperform |
U (Unity Software) RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·Edgewater | Buy | 2026-06-05 | Buy |
| 卖·Piper | Buy | 2026-06-05 | Buy |
WBD RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-02 | Buy (from ?) |
| 卖·Huber | Buy | 2026-06-02 | Buy |
WDC RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-07-01 | Buy |
| 卖·Melius | Buy | 2026-06-29 | Buy |
WDC EPS FY28 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | 40~50% | 2026-07-01 | 上调40-50% |
| 卖·MS | 70% | 2026-06-15 | ~70% above Street |
WULF RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-16 | Buy |
| 卖·Citi | Buy | 2026-06-29 | Buy |
XYZ RATING 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| 卖·BofA | Buy | 2026-06-12 | Buy |
| 卖·MS | Buy | 2026-06-02 | Overweight |
ZS REV FY27 2 源
| 源 | 值 | 日期 | 原文 |
|---|
| newsletter | 19% | 2026-06-08 | ~19% vs 指引16-17% |
| 卖·BofA | 16% | 2026-06-01 | 16%-17% Y/Y |