以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Macronix
33 atoms · 跨 8 天 · 首见 2026-04-17 · 最近 2026-07-01
三色: 🟦 fact 30 · 🟥 take 3 · stance ▲21/▼1/◆1
叙事状态: 🌱 forming (形成中) · 📈 加速 · 策展近14d 1 atom
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 32 · News 1
时态: fresh:31 · aging:2
标签: 好数字:21 · 好观点:6 · 好思考:4 · 好信源:3
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
Macronix 5月营收达62.56亿新台币，月增5.8%、年增175.8%，创单月历史新高
¹¹¹。4-5月累计营收已超过第一季度总营收
¹。摩根士丹利上调其目标价至NT$220，并同步上调2026-2028年EPS预期
¹¹¹¹。市场存在对这一程式的质疑，认为这是与时间赛跑，必须在竞争出现前赚回数倍市值
¹。部分观点认为这一标的可能表现优异甚至更好
¹。2D NAND短缺加剧，三星、美光等厂商退出后，Macronix等迎来机遇
¹。
🟦 客观事实 (facts) (30)
- <a id="atom-9587b51c5789e39a"></a>🟦 2026-06-28
X·@DrNHJ · target price raised by Morgan Stanley · 评级目标价
매크로닉스 (Macronix): 목표가 NT$202.00 ➔ NT$220.00 상향
tags: 好数字 · → daily
value: qty=NT$202.00 to NT$220.00
- <a id="atom-04ee643b1d45c786"></a>🟦 2026-06-28
X·@DrNHJ · EPS estimate raised by Morgan Stanley for 2026 · 盈利能力
EPS 상향 (2026년 34%)
tags: 好数字 · → daily
value: qty=34% · date=2026
- <a id="atom-a359fd0a53d522d0"></a>🟦 2026-06-28
X·@DrNHJ · EPS estimate raised by Morgan Stanley for 2027 · 盈利能力
EPS 상향 (2027년 20%)
tags: 好数字 · → daily
value: qty=20% · date=2027
- <a id="atom-34cb8684a94d4e38"></a>🟦 2026-06-28
X·@DrNHJ · EPS estimate raised by Morgan Stanley for 2028 · 盈利能力
EPS 상향 (2028년 21%)
tags: 好数字 · → daily
value: qty=21% · date=2028
- <a id="atom-880510fb7905139e"></a>🟦 2026-06-08
X·@DrNHJ · 5月营收 · 营收
5월 매출액 62.56억 대만달러를 기록, 월 기준 역대 최고치를 경신했습니다
tags: 好数字 · → daily
value: qty=62.56亿新台币 · date=2026-05
- <a id="atom-0ed82a55218f3893"></a>🟦 2026-06-08
X·@DrNHJ · 5月营收环比增长 · 营收
전월 대비 5.8% 증가
tags: 好数字 · → daily
value: qty=5.8% · date=2026-05
- <a id="atom-3557248941c136ca"></a>🟦 2026-06-08
X·@DrNHJ · 5月营收同比增长 · 营收
전년 동기 대비 175.8% 증가
tags: 好数字 · → daily
value: qty=175.8% · date=2026-05
- <a id="atom-befc876d11138acd"></a>🟦 2026-06-08
X·@DrNHJ · 4-5月累计营收超一季度 · 营收趋势
4월과 5월의 매출 합계가 이미 1분기 전체 매출(104.68억 대만달러)을 넘어섰습니다
tags: 好数字 · → daily
value: qty= · date=2026-04/2026-05
- <a id="atom-331f68fc366fc397"></a>🟦 2026-06-08
X·@DrNHJ · 1-5月累计营收同比增速 · 营收增速
1~5월 누적 매출은 226.37억 대만달러로 전년 대비 110% 이상 성장했습니다
tags: 好数字 · → daily
value: qty=110% · date=2026-01/2026-05
- <a id="atom-ad1aecc2e1db3c1e"></a>🟦 2026-05-08
X·@jukan05 · 2D_NAND_market_share_2025 · 市场份额
the two Taiwanese companies already account for roughly 59% of the 2D NAND market
tags: 好数字 · → daily
value: qty=59% · date=2025
📷 原图
- <a id="atom-ce007b4433674fb6"></a>🟦 2026-05-08
X·@jukan05 · April_2026_revenue · 营收
April revenue reached NT$5.91 billion (US$188 million), up 33.7% sequentially and 153.7% from a year earlier
tags: 好数字 · → daily
value: qty=NT$5.91B (US$188M) · date=2026-04
📷 原图
- <a id="atom-135316042865f978"></a>🟦 2026-05-08
X·@jukan05 · April_2026_revenue_beat_previous_record · 营收
surpassing the previous monthly record of NT$5.68 billion set in September 2021
tags: 好数字 · → daily
📷 原图
- <a id="atom-c2d8f14ef9bf4632"></a>🟦 2026-05-08
X·@jukan05 · 4_month_2026_revenue · 营收
Revenue for the first four months of the year totaled NT$16.38 billion, up 93.5% year over year
tags: 好数字 · → daily
value: qty=NT$16.38B · date=2026-01-01 to 2026-04-30
📷 原图
- <a id="atom-58a242dd99b543ed"></a>🟦 2026-05-08
X·@jukan05 · returned to profitability Q1 2026 · 盈利能力
Macronix returned to profitability in the first quarter of 2026
tags: 好数字 · → daily
value: date=Q1 2026
📷 原图
- <a id="atom-1aec09ce96ee5039"></a>🟦 2026-05-08
X·@jukan05 · April 2026 revenue · 营收
April revenue reached NT$5.91 billion (US$188 million)
tags: 好数字 · → daily
value: qty=NT$5.91 billion · date=April 2026
📷 原图
- <a id="atom-aed739ae92e5e060"></a>🟦 2026-05-08
X·@jukan05 · April 2026 revenue change seq and YoY · 营收
April revenue ... up 33.7% sequentially and 153.7% from a year earlier
tags: 好数字 · → daily
value: qty=up 33.7% seq, up 153.7% YoY · date=April 2026
📷 原图
- <a id="atom-5397c22d33c94212"></a>🟦 2026-05-08
X·@jukan05 · YTD April 2026 revenue change YoY · 营收
Revenue for the first four months of the year totaled NT$16.38 billion, up 93.5% year over year.
tags: 好数字 · → daily
value: qty=up 93.5% YoY · date=Jan-Apr 2026
📷 原图
- <a id="atom-e80f76e74b5e04c7"></a>🟦 2026-05-08
X·@jukan05 · NOR闪存涨价幅度 · 价格动态
30% (1Q26 Macronix NOR闪存涨价幅度)
tags: 好数字 · → daily
value: qty=30% · date=1Q26
[图: 关于NOR闪存供应收紧及价格上涨预测的半导体行业研究报告文本截图 — 30% (1Q26 Macronix NOR闪存涨价幅度); 2026 (预计8英寸晶圆产量下降及价格持续增长的年份); 200mm (成熟晶圆尺寸)]
📷 原图
- <a id="atom-329e685580e14a7f"></a>🟦 2026-05-08
X·@jukan05 · president stated plan to raise NOR/NAND product ratio to 1:1 · 产品发布/供给产能
Macronix president Miin Wu said the company plans to gradually raise the proportion of NOR and NAND products, including eMMC, toward a 1:1 ratio through capacity expansion.
tags: 好信源 · → daily
value: direction=to 1:1
📷 原图
- <a id="atom-3296ae1ec9c4cc6c"></a>🟦 2026-05-08
X·@zephyr_z9 · 是2D NAND主要供应商 · 供给产能
Macronix & Winbond are the main suppliers
tags: 好信源 · → daily
[图: 半导体行业研究备忘录的标题截图]
📷 原图
- <a id="atom-206895a6596a0cb7"></a>🟦 2026-04-20
X·@zephyr_z9 · MLC/SLC NAND 供应增加 · 供给产能/出货量
This happened with Macronix (MLC/SLC NAND)
tags: 好信源 · → daily
- <a id="atom-28356e10f9d5d37b"></a>🟦 2026-06-08
X·@DrNHJ · 今年设备供应受限 · 供给产能
반도체 장비 수급난으로 인해 올해 신규 설비 도입이 제한적일 것으로 예상되지만, 그럼에도 불구하고 올해 성장 목표는 충분히 달성 가능하다고 밝혔습니다
tags: 好思考 · → daily
- <a id="atom-9b0938719cfee1e5"></a>🟦 2026-05-08
X·@jukan05 · president_guidance_on_2D_NAND_shortage_duration · 供给产能
He estimated that meaningful new competition is unlikely to emerge for at least another three years
tags: 好思考 · → daily
value: date=2026-05
📷 原图
- <a id="atom-9e9bfe8897097b38"></a>🟦 2026-05-08
X·@jukan05 · president_capacity_plan_ratio · 产品发布
Macronix president Miin Wu said the company plans to gradually raise the proportion of NOR and NAND products, including eMMC, toward a 1:1 ratio through capacity expansion
tags: 好思考 · → daily
📷 原图
- <a id="atom-4c4968065457e39b"></a>🟦 2026-05-18
X·@teslabulltr · Q1 毛利率 · 毛利率
Q1 GM went 17% to 40.8% YoY
tags: 好数字 · → daily
value: qty=40.8% · date=Q1
- <a id="atom-2029cb1624280303"></a>🟦 2026-05-18
X·@teslabulltr · 4 月营收 · 营收
April revenue +154%, record
tags: 好数字 · → daily
value: qty=+154% · date=April
- <a id="atom-95e5c8bca276b063"></a>🟦 2026-05-18
X·@teslabulltr · eMMC 价格变化 · 价格动态
eMMC prices doubled MoM
tags: 好数字 · → daily
value: qty=doubled MoM · date=May 2026
- <a id="atom-7ad8f0a4c771d877"></a>🟦 2026-06-08
X·@DrNHJ · CEO预测业绩逐季上升 · 业绩指引
오민구 회장은 제품 가격 조정, NAND Flash 및 eMMC 출하 확대, NOR Flash 수요 회복에 따라 올해 분기별 실적 상승세를 이어갈 것으로 내다봤습니다
tags: 好观点 · → daily
- <a id="atom-b7eb70df5a6af066"></a>🟦 2026-07-01
News · HBM投资布局 · 投资/技术路线
旺宏持续布局HBM相关设备及新产能
tags: 好观点 · → daily
- <a id="atom-16cee9c92fbbec8b"></a>🟦 2026-04-17
X·@illyquid [老化中] · 盈利性垄断市场地位 · 竞争格局
emerging as a highly profitable monopoly in the eMMC memory market
tags: 好观点 · → daily
value: qty= · date=
🟥 多头 takes (bullish) (3)
- <a id="atom-32c46e381c39cc4f"></a>🟥 2026-05-18
X·@illyquid · 竞争窗口期 · 竞争格局/供给产能
Still hear alot of scepticism about Macronix. It is a race to make multiples of your market cap back before competition emerges and they have at least two years.
tags: 好观点·好思考 · → daily
value: qty=至少两年 · direction=正面
- <a id="atom-21f066a6a2c66194"></a>🟥 2026-05-18
X·@teslabulltr · 上涨潜力评估 · 仓位情绪
I think this one could be as good or better
tags: 好观点 · → daily
- <a id="atom-5f88f8781c47e10e"></a>🟥 2026-05-09
X·@aleabitoreddit [老化中] · 受益于2D NAND短缺 · 供给产能/内存周期
2D NAND shortage spirals after Samsung, Micron, and rivals exit market ... Macronix, Windbond go brrr
tags: 好观点 · → daily
⏱ 时间轴 (近 20)
- 🟦 2026-07-01 ·
fact · HBM投资布局 · → daily
- 🟦 2026-06-28 ·
fact · target price raised by Morgan Stanley · → daily
- 🟦 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2026 · → daily
- 🟦 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2027 · → daily
- 🟦 2026-06-28 ·
fact · EPS estimate raised by Morgan Stanley for 2028 · → daily
- 🟦 2026-06-08 ·
fact · 5月营收 · → daily
- 🟦 2026-06-08 ·
fact · 5月营收环比增长 · → daily
- 🟦 2026-06-08 ·
fact · 5月营收同比增长 · → daily
- 🟦 2026-06-08 ·
fact · 4-5月累计营收超一季度 · → daily
- 🟦 2026-06-08 ·
fact · 1-5月累计营收同比增速 · → daily
- 🟦 2026-06-08 ·
forecast · CEO预测业绩逐季上升 · → daily
- 🟦 2026-06-08 ·
forecast · 今年设备供应受限 · → daily
- 🟦 2026-05-18 ·
fact · Q1 毛利率 · → daily
- 🟦 2026-05-18 ·
fact · 4 月营收 · → daily
- 🟦 2026-05-18 ·
fact · eMMC 价格变化 · → daily
- 🟥 2026-05-18 ·
forecast · 上涨潜力评估 · → daily
- 🟥 2026-05-18 ·
narrative · 竞争窗口期 · → daily
- 🟥 2026-05-09 ·
narrative · 受益于2D NAND短缺 · → daily
- 🟦 2026-05-08 ·
fact · 2D_NAND_market_share_2025 · → daily
- 🟦 2026-05-08 ·
fact · April_2026_revenue · → daily
← 实体目录 · 系统日志
