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KB Securities

7 atoms · 跨 4 天 · 首见 2026-05-14 · 最近 2026-06-24

三色: 🟦 fact 1 · 🟥 take 6 · stance ▲1/▼2/◆1

来源: X 7

时态: fresh:7

标签: 好观点:4 · 好数字:3

2026-06-24 · warns robotics and space stocks face bubble risk
$SPCX - ROBOTICS, SPACE STOCKS FACE BUBBLE RISK
tags: 好观点 · → daily
2026-06-24 · says companies reliant on future growth expectations rather than current earnings are at greatest risk
The bank says companies reliant on future growth expectations rather than current earnings are at greatest risk.
tags: 好观点 · → daily
2026-06-24 · says semiconductor firms with strong earnings are better positioned to withstand any market correction
In contrast, semiconductor firms with strong earnings are seen as better positioned to withstand any market correction.
tags: 好观点 · → daily

2026-05-14 · global supply disruption estimate if strike 30-40% participation
if 30–40% of union members participate in the strike, the global supply disruption is estimated to reach 3–4% for DRAM and 2–3% for NAND
tags: 好数字 · → daily
value: qty=3-4% for DRAM, 2-3% for NAND
2026-05-18 · estimated DRAM supply reduction from strike
if only 30–40% of union members had participated, the strike could have reduced global supply by -> 3–4% for DRAM
tags: 好数字 · → daily
value: qty=3-4%
2026-05-18 · estimated NAND supply reduction from strike
if only 30–40% of union members had participated, the strike could have reduced global supply by: -> 2–3% for NAND
tags: 好数字 · → daily
value: qty=2-3%

2026-06-09 · 雇佣预测经常偏离
팬데믹 이후 고용을 중심으로 경제전망이 자주 빗나가고 있습니다.
tags: 好观点 · → daily

2026-06-24 · narrative · warns robotics and space stocks face bubble risk · → daily
2026-06-24 · narrative · says companies reliant on future growth expectations rather · → daily
2026-06-24 · narrative · says semiconductor firms with strong earnings are better pos · → daily
2026-06-09 · fact · 雇佣预测经常偏离 · → daily
2026-05-18 · forecast · estimated DRAM supply reduction from strike · → daily
2026-05-18 · forecast · estimated NAND supply reduction from strike · → daily
2026-05-14 · forecast · global supply disruption estimate if strike 30-40% participa · → daily