Evercore

16 atoms · 跨 3 天 · 首见 2026-04-20 · 最近 2026-05-20

三色: 🟦 fact 10 · 🟥 take 6 · stance ▲8/▼1/◆7

来源: X 16

时态: fresh:15 · aging:1

标签: 好数字:12 · 好信源:11 · 好观点:3 · 好思考:1

叙事 (narrative) (3)

• 2026-05-18 · warning on AI and prediction markets underestimating extreme outcomes
  The firm also warned that AI and prediction markets can underestimate extreme outcomes, making sector expertise and full workflow ownership more valuable over time
  tags: 好思考 · → daily
• 2026-05-18 · portfolio recommendation on AI stocks and hedges
  Evercore recommends long-term bets on AI-focused stocks and the Invesco QQQ Trust, while using hedges against oil price and interest-rate risks
  tags: 好观点 · → daily
• 2026-04-20 [老化中] · 对MRVL反应过度的判断
  Evercore also said the reaction looked overdone and that The Information was largely recycling the FundAI story from last week, with more clarity likely at Cloud Next this week.
  tags: 好观点 · → daily

预测 (forecast) (13)

• 2026-05-20 · base case annual token demand forecast
  Base Case: In our base case, we see total annual token demand growing from ~100 quadrillion in 2026 to ~4 quintillion in 2030, representing a ~150% 4-year CAGR.
  tags: 好数字·好信源 · → daily
  value: qty=~100 quadrillion in 2026 to ~4 quintillion in 2030 · date=2030
• 2026-05-20 · upside case annual token demand forecast
  Upside Case: Total annual token demand grows from ~156 quadrillion in 2026 to ~8.3 quintillion in 2030, representing ~170% 4-year CAGR.
  tags: 好数字·好信源 · → daily
  value: qty=~156 quadrillion in 2026 to ~8.3 quintillion in 2030 · date=2030
• 2026-05-20 · downside case annual token demand forecast
  Downside Case: Total annual token demand grows from ~71 quadrillion in 2026 to ~2 quintillion in 2030, representing a ~131% 4-year CAGR.
  tags: 好数字·好信源 · → daily
  value: qty=~71 quadrillion in 2026 to ~2 quintillion in 2030 · date=2030
• 2026-05-20 · base case consumer AI users forecast
  Key assumptions here include ~1.5B AI consumer users growing to ~3.7B by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~1.5B in 2026 to ~3.7B in 2030 · date=2030
• 2026-05-20 · base case AI agents forecast
  Key assumptions here include ~50M AI agents growing to ~800M by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~50M in 2026 to ~800M in 2030 · date=2030
• 2026-05-20 · upside case consumer AI users forecast
  Key assumptions here include ~1.8B consumer AI users growing to ~4.4B by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~1.8B in 2026 to ~4.4B in 2030 · date=2030
• 2026-05-20 · upside case AI agents forecast
  Key assumptions here include ~100M AI agents growing to ~1B by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~100M in 2026 to ~1B in 2030 · date=2030
• 2026-05-20 · downside case consumer AI users forecast
  Key assumptions here include ~1.3B consumer AI users growing to ~1.9B by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~1.3B in 2026 to ~1.9B in 2030 · date=2030
• 2026-05-20 · downside case AI agents forecast
  Key assumptions here include ~40M AI agents growing to ~640M by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~40M in 2026 to ~640M in 2030 · date=2030
• 2026-05-20 · data center capacity demand forecast in 2030
  assuming ~4.0 quintillion annual token consumption in 2030 and a blended install base throughput of ~500,000 TPS/MW, we see demand for data center capacity reaching ~250 GW by 2030
  tags: 好数字·好信源 · → daily
  value: qty=~250 GW · date=2030
• 2026-05-20 · view on AI token consumption tailwinds
  We see growth in AI token consumption driving durable multi-year demand tailwinds for suppliers of DC/AI infra within our coverage
  tags: 好观点·好信源 · → daily
  value: direction=durable multi-year demand tailwinds
• 2026-05-18 · S&P 500 year-end 2026 base-case target
  Julian Emanuel of Evercore set a base-case year-end 2026 target of 7,750 for the S&P 500
  tags: 好数字 · → daily
  value: qty=7,750 · date=year-end 2026
• 2026-05-18 · S&P 500 upside scenario target
  with a 30% chance the index could rally to 9,000 on AI-driven gains in tech and consumer stocks
  tags: 好数字 · → daily
  value: qty=9,000 · date=year-end 2026

时间轴 (近 20)

• 2026-05-20 · forecast · base case annual token demand forecast · → daily
• 2026-05-20 · forecast · upside case annual token demand forecast · → daily
• 2026-05-20 · forecast · downside case annual token demand forecast · → daily
• 2026-05-20 · forecast · base case consumer AI users forecast · → daily
• 2026-05-20 · forecast · base case AI agents forecast · → daily
• 2026-05-20 · forecast · upside case consumer AI users forecast · → daily
• 2026-05-20 · forecast · upside case AI agents forecast · → daily
• 2026-05-20 · forecast · downside case consumer AI users forecast · → daily
• 2026-05-20 · forecast · downside case AI agents forecast · → daily
• 2026-05-20 · forecast · data center capacity demand forecast in 2030 · → daily
• 2026-05-20 · forecast · view on AI token consumption tailwinds · → daily
• 2026-05-18 · forecast · S&P 500 year-end 2026 base-case target · → daily
• 2026-05-18 · forecast · S&P 500 upside scenario target · → daily
• 2026-05-18 · narrative · portfolio recommendation on AI stocks and hedges · → daily
• 2026-05-18 · narrative · warning on AI and prediction markets underestimating extreme · → daily
• 2026-04-20 · narrative · 对MRVL反应过度的判断 · → daily

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