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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Morgan Stanley

137 atoms · 跨 48 天 · 首见 2026-04-15 · 最近 2026-07-02

三色: 🟦 fact 78 · 🟥 take 59 · stance ▲65/▼16/◆28

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 6

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 2 · X 135

时态: fresh:123 · aging:8 · stale:5 · expired:1

标签: 好信源:69 · 好数字:69 · 好观点:30 · 好思考:7 · 好问题:1

🟨 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

Morgan Stanley 对 AI 前景展现强烈信心，给出 SpaceX 2040 年 3.4 万亿美元营收的激进预测 ¹ ¹，并将 2027 年超大规模资本开支预期上调至 1 万亿美元以上 ¹。然而，其内部存在显著分歧：在光引擎领域，模型估算 2027 年出货量仅为 6-700 万台，远低于市场预期的 20-3000 万台 ¹ ¹。同时，中期展望警告，尽管 AI 强劲，持续的能源冲击仍将导致全球衰退 ¹。该行还指出，AI 基础设施的扩展可能比整体资本开支预测所暗示的更漫长且资本密集 ¹。此外，电力被视为 AI 革命的最大威胁 ¹，并预测直接贷款违约率本周期将达到 8% ¹。

🧭 拥挤度 (一人一票): ▲ 16 位作者 (KOL16) vs ▼ 4 位作者 (KOL4)

⚖️ 多头 16/16 来自KOL

📄 广泛报道的事实 · 6 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

2027 optical engine shipments estimate — 3 源报道 (含2快讯) · X
IPO承销费收入预期 — 2 源报道 (含1快讯) · X
projected SpaceX revenue to reach $3.4 trillion by 2040 — 3 源报道 (含3快讯) · X
headquarters expansion plan — 3 源报道 (含3快讯) · X
Server OEMs DRAM pricing QoQ increase forecast — 2 源报道 (含2快讯) · X
pitching data center developers to use leveraged loans — 2 源报道 (含2快讯) · X

💢 核心分歧 (5 轴)

1. AI+hyperscaler资本开支多空歧见

*topic: 资本开支/宏观利率 · 11 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-edc5640d1d56c69f"></a>2026-05-03 X·@Schuldensuehner · 2026 hyperscaler capex forecast · 资本开支 +同日2条
Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year
tags: 好数字 · → daily
value: qty=$805B · date=2026
📷 原图
<a id="atom-b9686eece06947e3"></a>2026-05-03 X·@DavidSacks · 报告预测AI资本开支对GDP增长贡献 · 资本开支/宏观利率
and over 3% next year
tags: 好数字 · → daily
value: qty=over 3% · date=2027
<a id="atom-d9b36f1f30af8ee4"></a>2026-05-03 X·@zerohedge · AI 2027 capex forecast · 资本开支
With $1.1 Trillion In AI 2027 Capex
tags: 好数字·好观点 · → daily
value: qty=$1.1 Trillion · date=2027
<a id="atom-67ccd2fde814ee6e"></a>2026-05-03 X·@OmerCheeema · 2027 hyperscalar capex forecast · 资本开支
Morgan Stanley has increased their forecast for hyperscalar capex spend above 1 trillion for 2027.
tags: 好数字·好信源 · → daily
value: qty=$1,116B · date=2027
[图: 摩根士丹利对超大规模云计算巨头（AMZN、GOOGL、META、MSFT、ORCL）在2024至2027年间资本支出（Capex）预测的对比堆叠柱状图 — 2027年最新预测总Capex: $1,116bn; 2026年最新预测总Capex: $805bn; 2027年微软(MSFT)最新预测Capex: $276bn; 2027年谷歌(GOOGL)
📷 原图
<a id="atom-340050223288d3e9"></a>2026-05-13 X·@Sino_Market · 2026 China GDP growth forecast raised to 4.8% · 宏观利率
Morgan Stanley raises 2026 China GDP growth forecast to 4.8% from 4.7%
tags: 好数字·好信源 · → daily
value: qty=4.8% · date=2026
📷 原图

🔴 bearish 侧:

<a id="atom-8a0a225889cdf0cf"></a>2026-06-14 X·@zerohedge ⭐ · 观点 · 资本开支/数据中心算力
scaling AI infrastructure is likely to take longer and be more sequential and capital-intensive than headline data center capex projections alone suggest - MS
tags: 好观点·好思考 · → daily

展开 3 条中性

<a id="atom-2970b06e199af48a"></a>2026-06-10 X·@intelfabs · 报告指出hyperscaler账面外隐性负债 · 资本开支
Hidden liabilities (> $1.8T)
tags: 好信源 · → daily
value: qty=$1.8T+
📷 原图
<a id="atom-84c7070356412dab"></a>2026-06-26 X·@DeItaone · 预期 Fed 今年保持利率不变 · 宏观利率
Morgan Stanley still expects the Fed to hold rates this year
tags: 好观点 · → daily
value: date=2026
<a id="atom-e6c0bf4cb0552987"></a>2026-07-01 X·@zen_tropy · 关于Meta卖出计算能力的观点 · 资本开支/竞争格局
Mstanley out tonight w/ clarifying comments re: bb report. Tldr: If meta does sell compute, it will be as a bare-metal offering of spare internal 1P capacity (not 3rd party-leased) to serve as an 'eps bridge' while they develop their core products.
tags: 好思考 · → daily
📷 原图

2. 2027光引擎出货量分歧

*topic: 出货量/业绩指引 · 1 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-6438f1c0e70eca90"></a>2026-04-26 X·@cnfinancewatch [老化中] · Azure增长需要超过39%才算赢 · 业绩指引
Morgan Stanley说Azure增长需要超过39%才算赢
tags: 好观点 · → daily
value: qty=39% · direction=above

🔴 bearish 侧:

<a id="atom-2c4d2df8f8c240c4"></a>2026-06-10 X·@jukan05 ⭐ · 2027 optical engine shipments estimate · 出货量
Our modeling of 2027 optical engine shipments at 6–7 million units suggests a much smaller ramp than investors’ expectations of 20–30 million units.
tags: 好数字·好信源 · → daily
value: qty=6-7 million units · date=2027
<a id="atom-3954fbd083f891a6"></a>2026-06-11 X·@MoodyWriter13 · 2027 optical engine shipments estimate · 出货量/业绩指引
Morgan Stanley: Our modeling of 2027 optical engine shipments at 6–7 million units suggests a much smaller ramp than investors’ expectations of 20–30 million units.
tags: 好信源·好数字 · → daily
value: qty=6–7 million units · date=2027
📷 原图

展开 7 条中性

<a id="atom-08003cff6770f32a"></a>2026-04-22 X·@jukan05 · SK hynix FY26E 营业利润预测 · 盈利能力/业绩指引
Previous forecast for 2026: KRW 222 trillion → KRW 277 trillion
tags: 好数字 · → daily
value: qty=276,791 十亿韩元 · date=FY26E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-e04075da7883e77b"></a>2026-06-11 X·@superposition_V · 2027年光学引擎出货量预期 · 出货量/业绩指引
Morgan Stanley: Our modeling of 2027 optical engine shipments at 6–7 million units
tags: 好数字·好信源 · → daily
value: qty=6-7百万 · date=2027
<a id="atom-33f6e85ff76c556c"></a>2026-07-02 X·@pequityresearch · revised NAND supply-demand outlook · 业绩指引
Morgan Stanley revised its NAND supply-demand outlook
tags: 好信源 · → daily
📷 原图

3. CPO技术路线确定性判断

*topic: 技术路线/供给产能 · 6 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-4de3e2b02199ca2e"></a>2026-06-14 X·@DrNHJ · 警告AI需求导致内存市场结构性短缺 · 供给产能/订单需求
모건스탠리(Morgan Stanley)는 급증하는 인공지능(AI) 수요가 글로벌 메모리 시장에 '구조적 공급 부족(Structural Shortage)'을 야기하고 있다고 경고했습니다
tags: 好信源 · → daily
<a id="atom-ffe7327b96f2023e"></a>2026-06-14 X·@RJCcapital · optical engines per GPU estimate in architecture transition · 出货量/技术路线
Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition
tags: 好数字 · → daily
value: qty=substantially increase · direction=increasing
[图: 展示协同封装光学（CPO）技术从一代到五代演进路径的卖方研报技术架构图 — Gen I: Pluggable Optics; Gen II: OBO/NPO; Gen III: 2.5D CPO; Gen IV: 3D CPO; Gen V: Integrated Laser]
📷 原图
<a id="atom-7c523ca0f666a67f"></a>2026-06-15 X·@DrNHJ · 预测 HDD 行业 2028 年前供应短缺加剧 · 供给产能
HDD 산업은 2028년까지 공급 부족이 심화되는 구조적 호황기를 맞이할 것으로 보입니다.
tags: 好观点 · → daily
<a id="atom-c98059cd08fbc7d7"></a>2026-06-17 X·@DrNHJ ⭐ · 预测即使2027年DRAM晶圆产能增长30%，消费级供应仍将短缺高达15% · 供给产能
모건스탠리는 2027년까지 D램 웨이퍼 생산능력이 30% 증가하더라도 소비자용 물량은 수요 대비 최대 15% 부족할 것으로 예상했다.
tags: 好数字·好信源 · → daily
value: qty=短缺高达15% · date=2027年
<a id="atom-591dff0a6589b44f"></a>2026-06-20 X·@pequityresearch · forecasts more severe shortage of HDDs persisting through 2028 · 供给产能/价格动态
Morgan Stanley research forecasts a “more severe shortage” of hard disk drives (HDDs) that will persist at least through 2028, with suppliers pricing significantly above current levels.
tags: 好信源 · → daily
value: date=2028
[图: 摩根士丹利研究报告中关于西部数据（WDC）在不同Nearline硬盘价格下的CY27和CY28隐含市盈率（P/E）敏感性分析图表 — CY27 P/E at $17.00/TB: 21.8x; CY27 P/E at $31.00/TB: 9.2x; CY28 P/E at $17.00/TB: 18.2x; CY28 P/E at $31.00/T
📷 原图

🔴 bearish 侧:

<a id="atom-31b75a53f22bf9b8"></a>2026-06-14 X·@RJCcapital · CPO adoption uncertainty note · 技术路线/供给产能
CPO adoption has meaningful timing and execution uncertainty
tags: 好观点 · → daily
value: date=current
[图: 展示协同封装光学（CPO）技术从一代到五代演进路径的卖方研报技术架构图 — Gen I: Pluggable Optics; Gen II: OBO/NPO; Gen III: 2.5D CPO; Gen IV: 3D CPO; Gen V: Integrated Laser]
📷 原图
<a id="atom-180b6870ff1a6af7"></a>2026-06-15 X·@zephyr_z9 · 2029 200G CPO bull case assumption · 技术路线/出货量
assuming 200G in 2029 and naming it CPO bull case to get 70 OE per GPU attach rate
tags: 好思考·好问题 · → daily
value: qty=70 OE per GPU attach rate · date=2029

展开 1 条中性

<a id="atom-aada1cc853abd3b1"></a>2026-05-22 X·@DrNHJ · 실리콘 커패시터(Si-Cap) 시장 전망 · 订单需求/供给产能
모건스탠리, 실리콘 커패시터(Si-Cap) 시장 전망
tags: 好信源 · → daily

4. 宏观经济与能源双杀隐忧

*topic: 地缘政治/宏观利率/价格动态 · 8 bull vs 3 bear*

🟢 bullish 侧:

<a id="atom-b2ec5a0e4822b7b8"></a>2026-04-22 X·@yicaichina [老化中] · 中国作为全球资本避风港观点 · 地缘政治
Is China the safe haven for global capitals amid the Middle East conflict, soaring oil price, and market turbulence? Three experts from Morgan Stanley -- Robin Xing, Gokul Laroia, and Chetan Ahya -- shared their views
tags: 好思考 · → daily
📷 原图
<a id="atom-9acdd544bb0f6461"></a>2026-05-03 X·@DavidSacks [老化中] · 报告指出AI资本开支对GDP增长贡献 · 资本开支/宏观利率
according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year
tags: 好信源 · → daily
value: qty=2.5% · date=2026
<a id="atom-a4c7de7f42ed14ad"></a>2026-05-22 X·@StockMKTNewz · 股价创历史新高 · 价格动态
Morgan Stanley $MS hit new ALL TIME HIGHS at some point today
tags: 好数字 · → daily
value: date=2026-05-22
<a id="atom-49ed9404017f3e13"></a>2026-06-08 X·@jukan05 · Server OEMs DRAM pricing QoQ increase forecast · 价格动态 +同日2条
Morgan Stanley: Server OEMs expect another 25–30% Q/Q increase in DRAM pricing in C3Q26
tags: 好数字 · → daily
value: qty=25-30% · date=C3Q26
<a id="atom-50bd4252f32624a5"></a>2026-06-08 X·@DrNHJ · 预测DRAM价格2026年三季度环比上涨 · 价格动态 +同日1条
모건스탠리(Morgan Stanley): 서버 OEM 업체들은 2026년 3분기(C3Q26)에 D램(DRAM) 가격이 전분기 대비(Q/Q) 25~30% 추가 상승하고
tags: 好数字 · → daily
value: qty=25-30% · direction=上涨 · date=C3Q26

🔴 bearish 侧:

<a id="atom-c186a79df84cfdab"></a>2026-04-29 X·@FirstSquawk · 降息预测撤销 · 宏观利率/仓位情绪
Morgan Stanley No Longer Sees Sept/Dec Cuts
tags: 好观点·好信源 · → daily
value: date=2026年9月/12月
<a id="atom-e2b207b48e499af7"></a>2026-05-17 X·@zerohedge · 中期展望：AI强劲但能源冲击将持续导致全球衰退 · 宏观展望/地缘政治
Morgan Stanley Mid-Year Outlook: AI Strength But Continued Energy Shock Will Result In Global Recession
tags: 好观点·好信源 · → daily
<a id="atom-0c1c581535dd3593"></a>2026-06-16 X·@DeItaone · Brent原油2026年均价预测 · 价格动态
Morgan Stanley expects gradual recovery of lost output through early next year, with Brent averaging $90 in Q3 before easing to $80 into 2026
tags: 好数字·好信源 · → daily
value: qty=$80 · date=2026

展开 1 条中性

<a id="atom-8a699c313572360d"></a>2026-05-19 X·@JigarShahDC · 霍尔木兹海峡开放预期 · 地缘政治
JPM, Goldman, and Morgan Stanley are all assuming the Strait opens in June.
tags: 好观点 · → daily
value: date=June 2026

5. 直接贷款违约率分歧

*topic: 盈利能力/仓位情绪 · 9 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-e5f237bbc269e14a"></a>2026-04-15 X·@TheTranscript_ · 1Q 2026 EPS · 盈利能力/财报 +同日1条
EPS of $3.43
tags: 好数字 · → daily
value: qty=$3.43 · date=1Q 2026
[图: 摩根士丹利2026年第一季度财务业绩报告，包含利润表摘要及各业务板块净收入数据 — 1Q 2026 净利润 (Net revenues): $20,580 million; 1Q 2026 稀释后每股收益 (EPS): $3.43; 1Q 2026 有形股东权益回报率 (ROTCE): 27.1%; 1Q 2026 净利润 (Net income a
📷 原图
<a id="atom-0b62ac01b53cc805"></a>2026-04-19 X·@zerohedge [老化中] · 建议忽略噪音聚焦重大主题 · 仓位情绪/投资策略
Morgan Stanley Says 'Ignore The Noise... Focus On These Big Themes That Generate Huge Alpha'
tags: 好观点 · → daily
<a id="atom-4e31e73ddf781caa"></a>2026-05-04 X·@FirstSquawk [老化中] · Co-President Daniel Simkowitz 观点: 私募信贷噪音过度, 打开机遇 · 仓位情绪
WHILE NOISE IN PRIVATE CREDIT HAS BEEN OVERDONE — OPENING UP OPPORTUNITIES
tags: 好观点 · → daily
<a id="atom-bda1bfd9b45f048e"></a>2026-06-05 X·@zerohedge ⭐ · SpaceX 2040 年 EBITDA 预测 · 营收预测/盈利能力
$2.7 Trillion In EBITDA
tags: 好数字·好信源 · → daily
value: qty=$2.7 Trillion · date=2040
<a id="atom-b0e5e8d8ae24b398"></a>2026-06-15 X·@DrNHJ ⭐ · 对 Seagate/WD 的 EPS 预测比市场共识高 70% · 盈利能力 +同日1条
베이스 케이스(기본 예측) 시나리오에서도 모건스탠리의 EPS 예측치는 시장 컨센서스보다 약 70%가량 높게 형성되어 있습니다.
tags: 好数字·好信源 · → daily
value: qty=~70% higher

🔴 bearish 侧:

<a id="atom-bf02f7d332ecd946"></a>2026-05-05 X·@zerohedge [老化中] · exposure_to_El_Paso_SPV · 仓位情绪
don't want any piece of the deal, so they are scrambling to offload all exposure to the market
tags: 好信源 · → daily
value: direction=降低

展开 2 条中性

<a id="atom-11dd3ccad6f29630"></a>2026-05-06 X·@zerohedge · 推出低成本加密交易服务 · 产品发布/仓位情绪
'Still So Early On This Journey': Morgan Stanley Launches Lower-Cost Crypto Trading
tags: 好信源 · → daily
<a id="atom-8a9c92b6f0717d5a"></a>2026-06-02 X·@herbertong · IPO承销费收入预期 · 盈利能力
Goldman Sachs and Morgan Stanley are expected to receive the largest share of those fees
tags: 好数字 · → daily
value: qty=largest share of $500M · date=
📷 原图

📊 程序化变化 (近 7 天)

已过期 forecast: 1 条

展开过期列表

[已过期] 2019 · 预测中国经常账户赤字
Morgan Stanley predicted that China would run persistent current account deficits

🟦 客观事实 (facts) (30)

<a id="atom-6a3c63c644ccdd7b"></a>🟦 2026-06-03 X·@AIStockSavvy ⭐ [老旧] · CIFR price target · 评级目标价
$CIFR | Morgan Stanley raises PT to $53.50 from $42.50
tags: 好数字·好观点·好信源 · → daily
value: qty=$53.50 · direction=raised from $42.50
📷 原图
<a id="atom-c0329914b588e3f7"></a>🟦 2026-06-12 群 ⭐ · SpaceX IPO 分配比例约 40-50% · IPO分配
MS 客户约获 40-50%
tags: 好数字·好信源 · → daily
value: qty=40-50%
<a id="atom-168bc7452937200a"></a>🟦 2026-06-22 X·@zerohedge ⭐ · headquarters expansion plan · 资本开支
MORGAN STANLEY SEEKS $1.3 BILLION TOWER FOR DALLAS EXPANSION
tags: 好数字·好信源 · → daily
value: qty=$1.3 billion · date=2026-06-22
<a id="atom-c98059cd08fbc7d7"></a>🟦 2026-06-17 X·@DrNHJ ⭐ · 预测即使2027年DRAM晶圆产能增长30%，消费级供应仍将短缺高达15% · 供给产能
모건스탠리는 2027년까지 D램 웨이퍼 생산능력이 30% 증가하더라도 소비자용 물량은 수요 대비 최대 15% 부족할 것으로 예상했다.
tags: 好数字·好信源 · → daily
value: qty=短缺高达15% · date=2027年
<a id="atom-b6b666ac2dd84e4d"></a>🟦 2026-05-24 X·@dnystedt ⭐ · Blackwell GB300 BOM 成本历史 · 成本
up from $3.99M for Blackwell (GB300 NVL72)
tags: 好数字·好信源 · → daily
value: qty=$3.99M · date=2026-05-25
<a id="atom-321404d4c2fd6c1c"></a>🟦 2026-05-16 X·@KobeissiLetter ⭐ · forecast for China AI chip self-sufficiency ratio · 自给率预测
The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley.
tags: 好数字·好信源 · → daily
value: qty=~85% · date=2030
[图: 摩根士丹利预测中国GPU自给率变化的折线图 — 当前GPU自给率: 41%; 2030年预测自给率: 约80%]
📷 原图
<a id="atom-97bcbcceb2b8f218"></a>🟦 2026-06-14 X·@JonErlichman · SpaceX 2025 revenue forecast · 营收
SpaceX's projected revenue: 2025: $18.7 billion (actual)
tags: 好数字·好信源 · → daily
value: qty=$18.7 billion · date=2025
<a id="atom-2695558bbf357006"></a>🟦 2026-06-04 X·@trevornoren · direct lending default rate forecast · 违约率
Morgan Stanley predicted the direct lending default rate would reach 8% this cycle
tags: 好数字·好信源 · → daily
value: qty=8% · date=this cycle
📷 原图
<a id="atom-d45951d8b9884357"></a>🟦 2026-05-13 X·@cnfinancewatch · 上调标普500目标 · 评级目标价
Morgan Stanley上调标普500目标至8300点
tags: 好数字·好信源 · → daily
value: qty=8300 · date=2026-05-13
<a id="atom-b674256aac6399ad"></a>🟦 2026-05-13 X·@cnfinancewatch · 标普500目标上调至8300点 · 评级目标价
Morgan Stanley喊出8300点目标
tags: 好数字·好信源 · → daily
value: qty=8300 · date=2026-05-13
<a id="atom-55e93ed00782cc55"></a>🟦 2026-04-20 X·@aleabitoreddit · AI工作负载延迟报告 · 技术路线/数据中心算力
Chatbot (baseline) GPU占比: 85%; RAG Pipeline GPU占比: 55%; Coding Assistant GPU占比: 45%; Multi-tool Agent CPU占比: 70%; Complex Orchestration CPU占比: 92%
tags: 好数字·好信源 · → daily
[图: 摩根士丹利研究报告中关于不同AI工作负载下GPU计算与CPU处理占总延迟比例的对比图表 — Chatbot (baseline) GPU占比: 85%; RAG Pipeline GPU占比: 55%; Coding Assistant GPU占比: 45%; Multi-tool Agent CPU占比: 70%; Complex Orchestr
📷 原图
<a id="atom-3ff9a271bf2a7b0c"></a>🟦 2026-06-09 X·@matthew_sigel · muni 增量发行预期 · 资本开支/融资
Morgan Stanley sees $100B more coming
tags: 好数字·好观点 · → daily
value: qty=$100B
<a id="atom-47ced1ba6455f3e3"></a>🟦 2026-06-03 X·@AIStockSavvy [老旧] · reiterates overweight on Cipher Mining · 评级目标价
Morgan Stanley reiterates Overweight on Cipher Mining
tags: 好观点·好信源 · → daily
value: qty=Weight · direction=overweight
📷 原图
<a id="atom-04d3eef36116c695"></a>🟦 2026-06-22 X·@jukan05 · SK Hynix earnings estimates raise · 评级目标价
raised its earnings estimates by 56 to 63 percent
tags: 好数字 · → daily
value: qty=56 to 63%
📷 原图
<a id="atom-efc7b063e8ba3cc7"></a>🟦 2026-05-12 X·@cnfinancewatch · 人形机器人市场规模预测 · TAM
Morgan Stanley此前预测，到2050年全球人形机器人市场规模有望达到5万亿美元
tags: 好数字 · → daily
value: qty=5万亿美元 · date=2050年
<a id="atom-08003cff6770f32a"></a>🟦 2026-04-22 X·@jukan05 · SK hynix FY26E 营业利润预测 · 盈利能力/业绩指引
Previous forecast for 2026: KRW 222 trillion → KRW 277 trillion
tags: 好数字 · → daily
value: qty=276,791 十亿韩元 · date=FY26E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-b56188ec3bbb6923"></a>🟦 2026-04-22 X·@jukan05 · SK hynix FY27E 营业利润预测 · 盈利能力/业绩指引
Previous forecast for 2027: KRW 298 trillion → KRW 408 trillion
tags: 好数字 · → daily
value: qty=407,567 十亿韩元 · date=FY27E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-8b8339f216faceba"></a>🟦 2026-04-22 X·@jukan05 · SK hynix FY28E 营业利润预测 · 盈利能力/业绩指引
Previous forecast for 2028: KRW 226 trillion → KRW 403 trillion
tags: 好数字 · → daily
value: qty=403,298 十亿韩元 · date=FY28E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-a690bbd53ea069d8"></a>🟦 2026-04-22 X·@jukan05 · SK hynix FY26E 销售额预测 · 营收/业绩指引
图: FY26E 修正后销售额 (Sales): 335,034 十亿韩元
tags: 好数字 · → daily
value: qty=335,034 十亿韩元 · date=FY26E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-dedfaf4b83035792"></a>🟦 2026-04-22 X·@jukan05 · SK hynix FY26E 净利润预测 · 盈利能力/业绩指引
图: FY26E 修正后净利润 (Net Profit): 214,166 十亿韩元
tags: 好数字 · → daily
value: qty=214,166 十亿韩元 · date=FY26E
[图: 摩根士丹利对 SK 海力士（SK hynix）FY26E-FY28E 盈利预测修正表 — FY26E 修正后营业利润 (Operating Profit): 276,791 十亿韩元; FY26E 修正后销售额 (Sales): 335,034 十亿韩元; FY27E 修正后营业利润 (Operating Profit): 407,567 十亿韩元;
📷 原图
<a id="atom-d97d55686b55786f"></a>🟦 2026-06-07 群 · 限制 Samsung/Hynix swap · swap限制/风险敞口
MS 全面限制客户通过 swap 买入 Samsung/Hynix，GS 提高价格并要求 $50M 以上需审批
tags: 好信源 · → daily
<a id="atom-1855d20646bbb8c6"></a>🟦 2026-06-22 X·@Techmeme · pitching data center developers to use leveraged loans · 融资/数据中心
Morgan Stanley is pitching data center developers to use leveraged loans rather than bonds
tags: 好信源 · → daily
<a id="atom-8b3d81ece9b25190"></a>🟦 2026-06-22 X·@theinformation · 为数据中心客户提供杠杆贷款融资 · 融资/资本开支
Morgan Stanley is pitching data center clients on raising money through leveraged loans rather than traditional bond offerings.
tags: 好信源 · → daily
<a id="atom-5d1157b9dbf541ae"></a>🟦 2026-06-15 X·@DrNHJ · 维持 Seagate overweight 评级，目标价上调至 1040 美元 · 评级目标价
모건스탠리 , 씨게이트( $STX)에 대한 투자의견 '비중확대(overweight)'를 유지, 목표 주가를 767달러에서 1,040달러로 상향
tags: 好信源 · → daily
<a id="atom-d129105227b2a688"></a>🟦 2026-06-15 X·@DrNHJ · 维持 Western Digital overweight 评级，目标价上调至 650 美元 · 评级目标价
웨스턴 디지털( $WDC)에 대한 투자의견을 '비중확대(overweight)'로 유지하면서, 목표 주가를 기존 488달러에서 650달러로 상향
tags: 好信源 · → daily
<a id="atom-ffe7327b96f2023e"></a>🟦 2026-06-14 X·@RJCcapital · optical engines per GPU estimate in architecture transition · 出货量/技术路线
Morgan Stanley estimates optical engines per GPU increase substantially across each step of that architecture transition
tags: 好数字 · → daily
value: qty=substantially increase · direction=increasing
[图: 展示协同封装光学（CPO）技术从一代到五代演进路径的卖方研报技术架构图 — Gen I: Pluggable Optics; Gen II: OBO/NPO; Gen III: 2.5D CPO; Gen IV: 3D CPO; Gen V: Integrated Laser]
📷 原图
<a id="atom-0c55746834c9ae4c"></a>🟦 2026-06-10 X·@BenBajarin · 内存行业周期更新报告 · 内存周期
MS note on memory update
tags: 好信源 · → daily
[图: 摩根士丹利关于存储芯片行业周期更新的研究报告文本截图 — 2027年晚些时候 (当前投资计划投产上线时间)]
📷 原图
<a id="atom-85770cea561301de"></a>🟦 2026-06-03 X·@Alisvolatprop12 · 주도한다 Anthropic IPO · 融资
모건 스탠리와 골드만 삭스가 앤트로픽 IPO를 주도한다 - 블룸버그
tags: 好信源 · → daily
<a id="atom-aada1cc853abd3b1"></a>🟦 2026-05-22 X·@DrNHJ · 실리콘 커패시터(Si-Cap) 시장 전망 · 订单需求/供给产能
모건스탠리, 실리콘 커패시터(Si-Cap) 시장 전망
tags: 好信源 · → daily
<a id="atom-6063bd43a1f58281"></a>🟦 2026-05-14 X·@AIStockSavvy [老旧] · PANW 目标价 · 评级目标价
Morgan Stanley maintains Overweight, raises PT to $265
tags: 好数字 · → daily
value: qty=$265.00 · date=
[图: 摩根士丹利对Palo Alto Networks（PANW）的评级、目标价及分析师观点更新表 — 新目标价 (Price Target): $265.00; 前目标价 (Previous PT): $215.00; 当前价格 (Current Price): $227.79; 潜在涨幅 (Upside): +16.3%; 目标价涨幅 (Change
📷 原图

🟥 多头 takes (bullish) (30)

<a id="atom-b0e5e8d8ae24b398"></a>🟥 2026-06-15 X·@DrNHJ ⭐ · 对 Seagate/WD 的 EPS 预测比市场共识高 70% · 盈利能力
베이스 케이스(기본 예측) 시나리오에서도 모건스탠리의 EPS 예측치는 시장 컨센서스보다 약 70%가량 높게 형성되어 있습니다.
tags: 好数字·好信源 · → daily
value: qty=~70% higher
<a id="atom-4617096a48600693"></a>🟥 2026-06-05 X·@zerohedge ⭐ · SpaceX 2040 年营收预测 · 营收预测/TAM
Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040
tags: 好数字·好信源 · → daily
value: qty=$3.4 Trillion · date=2040
<a id="atom-bda1bfd9b45f048e"></a>🟥 2026-06-05 X·@zerohedge ⭐ · SpaceX 2040 年 EBITDA 预测 · 营收预测/盈利能力
$2.7 Trillion In EBITDA
tags: 好数字·好信源 · → daily
value: qty=$2.7 Trillion · date=2040
<a id="atom-f30d9e051604da45"></a>🟥 2026-05-24 X·@dnystedt ⭐ · Vera Rubin BOM 成本预计 · 成本
Morgan Stanley estimates the build-of-materials for Vera Rubin servers (VR200 NVL72) at US$7.8 million each
tags: 好数字·好信源 · → daily
value: qty=$7.8 million · date=2026-05-25
<a id="atom-1ed22930d9df27d9"></a>🟥 2026-06-24 X·@AIStockSavvy · price target on Kioxia · 评级目标价
Morgan Stanley maintained an Overweight rating with a JPY 110,000 price target
tags: 好数字·好信源 · → daily
value: qty=JPY 110,000
[图: KIOXIA Holdings 19至25财年的年度营收客户构成比例图，展示了 Apple、SanDisk、Dell 和其他客户的占比变化 — 25财年 Apple 营收占比: 20%; 25财年 SanDisk 营收占比: 8%; 25财年 Others 营收占比: 71%; 24财年 Dell 营收占比: 10%; 20财年 Apple 营收占比
📷 原图
<a id="atom-925c06a96b21d52b"></a>🟥 2026-05-21 X·@amitisinvesting · NVDA price target after Q1 earnings · 评级目标价
Morgan Stanley $285 —> $288
tags: 好数字·好信源 · → daily
value: qty=$288
📷 原图
<a id="atom-340050223288d3e9"></a>🟥 2026-05-13 X·@Sino_Market · 2026 China GDP growth forecast raised to 4.8% · 宏观利率
Morgan Stanley raises 2026 China GDP growth forecast to 4.8% from 4.7%
tags: 好数字·好信源 · → daily
value: qty=4.8% · date=2026
📷 原图
<a id="atom-67ccd2fde814ee6e"></a>🟥 2026-05-03 X·@OmerCheeema · 2027 hyperscalar capex forecast · 资本开支
Morgan Stanley has increased their forecast for hyperscalar capex spend above 1 trillion for 2027.
tags: 好数字·好信源 · → daily
value: qty=$1,116B · date=2027
[图: 摩根士丹利对超大规模云计算巨头（AMZN、GOOGL、META、MSFT、ORCL）在2024至2027年间资本支出（Capex）预测的对比堆叠柱状图 — 2027年最新预测总Capex: $1,116bn; 2026年最新预测总Capex: $805bn; 2027年微软(MSFT)最新预测Capex: $276bn; 2027年谷歌(GOOGL)
📷 原图
<a id="atom-d9b36f1f30af8ee4"></a>🟥 2026-05-03 X·@zerohedge · AI 2027 capex forecast · 资本开支
With $1.1 Trillion In AI 2027 Capex
tags: 好数字·好观点 · → daily
value: qty=$1.1 Trillion · date=2027
<a id="atom-c031f3077e933e9d"></a>🟥 2026-06-22 X·@jukan05 · 预计中国公司从2028年起在海外区域数据中心部署中国产AI加速器 · 供给产能/地缘政治
expect Chinese companies to start deploying Chinese-made AI accelerators in overseas regional data centers outside China from 2028 onward
tags: 好观点·好信源 · → daily
value: date=2028
[图: 摩根士丹利预测的2023年至2030年中国AI芯片TAM（总可寻址市场）规模及细分客户预测柱状图 — 2023年TAM: 100亿美元; 2026E年TAM: 510亿美元; 2030E年TAM: 910亿美元; 2030E年最大占比客户: China CSP（中国云服务商）]
📷 原图
<a id="atom-49ed9404017f3e13"></a>🟥 2026-06-08 X·@jukan05 · Server OEMs DRAM pricing QoQ increase forecast · 价格动态
Morgan Stanley: Server OEMs expect another 25–30% Q/Q increase in DRAM pricing in C3Q26
tags: 好数字 · → daily
value: qty=25-30% · date=C3Q26
<a id="atom-6b2413c176d8c36e"></a>🟥 2026-06-08 X·@jukan05 · Server OEMs NAND pricing QoQ increase forecast · 价格动态
alongside a further 20–40% Q/Q increase in NAND prices
tags: 好数字 · → daily
value: qty=20-40% · date=C3Q26
<a id="atom-50bd4252f32624a5"></a>🟥 2026-06-08 X·@DrNHJ · 预测DRAM价格2026年三季度环比上涨 · 价格动态
모건스탠리(Morgan Stanley): 서버 OEM 업체들은 2026년 3분기(C3Q26)에 D램(DRAM) 가격이 전분기 대비(Q/Q) 25~30% 추가 상승하고
tags: 好数字 · → daily
value: qty=25-30% · direction=上涨 · date=C3Q26
<a id="atom-87852eb2e2b8a552"></a>🟥 2026-06-08 X·@DrNHJ · 预测NAND价格2026年三季度环比上涨 · 价格动态
낸드(NAND) 가격 또한 20~40% 추가 상승할 것으로 전망하고 있습니다
tags: 好数字 · → daily
value: qty=20-40% · direction=上涨 · date=C3Q26
<a id="atom-9651ebc29dc7a4df"></a>🟥 2026-07-02 X·@poezhao0605 · global humanoid robot market projection 2050 · TAM
Morgan Stanley published a report in May 2026 projecting a $7.5 trillion global humanoid robot market by 2050.
tags: 好数字 · → daily
value: qty=$7.5 trillion · date=2050
📷 原图
<a id="atom-4de3e2b02199ca2e"></a>🟥 2026-06-14 X·@DrNHJ · 警告AI需求导致内存市场结构性短缺 · 供给产能/订单需求
모건스탠리(Morgan Stanley)는 급증하는 인공지능(AI) 수요가 글로벌 메모리 시장에 '구조적 공급 부족(Structural Shortage)'을 야기하고 있다고 경고했습니다
tags: 好信源 · → daily
<a id="atom-20c76392d29186f9"></a>🟥 2026-06-10 X·@Techmeme · 预测全球AI债务发行将在2026年翻倍以上至~$570B · 资本开支/融资
Morgan Stanley forecasts global AI debt issuance will more than double to ~$570B in 2026
tags: 好数字 · → daily
value: qty=~$570B · date=2026
<a id="atom-91d93d0c07fdfe80"></a>🟥 2026-06-05 X·@AIStockSavvy [老旧] · LLY PT · 评级目标价
Morgan Stanley maintains PT at $1344
tags: 好数字 · → daily
value: qty=$1344
📷 原图
<a id="atom-34463c664c2da265"></a>🟥 2026-06-03 X·@DrNHJ · NVDA 目标价 · 评级目标价
Morgan Stanley, 엔비디아($NVDA)에 대해 '비중 확대(Overweight)' 투자의견, 목표주가 288달러, 탑픽
tags: 好信源 · → daily
value: qty=288 · currency=USD
<a id="atom-6aa0d8dafdc685af"></a>🟥 2026-05-07 X·@Sino_Market · 中国全球出口份额预测 · 出口份额
The report projected China’s global export share could rise from about 15% to 16.5% by 2030
tags: 好数字 · → daily
value: qty=16.5% · date=2030
[图: 摩根士丹利关于人形机器人对中国制造业影响的研究报告新闻截图 — 中国全球出口份额预测(2030年): 16.5%; 今年人形机器人预测销量: 超28,000台; 2024年中国占全球工业机器人安装量比例: 约54%]
📷 原图
<a id="atom-edc5640d1d56c69f"></a>🟥 2026-05-03 X·@Schuldensuehner · 2026 hyperscaler capex forecast · 资本开支
Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year
tags: 好数字 · → daily
value: qty=$805B · date=2026
📷 原图
<a id="atom-3809d7816a6695c4"></a>🟥 2026-05-03 X·@Schuldensuehner · 2027 hyperscaler capex forecast · 资本开支
For next year, the forecast has been lifted from $951bn to $1.1TRILLION
tags: 好数字 · → daily
value: qty=$1.1T · date=2027
📷 原图
<a id="atom-566f5af0672b3588"></a>🟥 2026-05-03 X·@Schuldensuehner · 2026 hyperscaler capex vs 2024 comparison · 资本开支/营收预测
The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024
tags: 好数字 · → daily
value: qty=~3x · date=2026 vs 2024
📷 原图
<a id="atom-c1fddaf4f137bc98"></a>🟥 2026-06-24 X·@AIStockSavvy · rating on Kioxia · 评级目标价
Morgan Stanley maintained an Overweight rating with a JPY 110,000 price target
tags: 好信源 · → daily
[图: KIOXIA Holdings 19至25财年的年度营收客户构成比例图，展示了 Apple、SanDisk、Dell 和其他客户的占比变化 — 25财年 Apple 营收占比: 20%; 25财年 SanDisk 营收占比: 8%; 25财年 Others 营收占比: 71%; 24财年 Dell 营收占比: 10%; 20财年 Apple 营收占比
📷 原图
<a id="atom-591dff0a6589b44f"></a>🟥 2026-06-20 X·@pequityresearch · forecasts more severe shortage of HDDs persisting through 2028 · 供给产能/价格动态
Morgan Stanley research forecasts a “more severe shortage” of hard disk drives (HDDs) that will persist at least through 2028, with suppliers pricing significantly above current levels.
tags: 好信源 · → daily
value: date=2028
[图: 摩根士丹利研究报告中关于西部数据（WDC）在不同Nearline硬盘价格下的CY27和CY28隐含市盈率（P/E）敏感性分析图表 — CY27 P/E at $17.00/TB: 21.8x; CY27 P/E at $31.00/TB: 9.2x; CY28 P/E at $17.00/TB: 18.2x; CY28 P/E at $31.00/T
📷 原图
<a id="atom-e4de8dba7b73d567"></a>🟥 2026-06-27 X·@jukan05 [老化中] · recommended buying more old memory · 内存周期/仓位情绪
Morgan Stanley — Old Memory: Better to Buy More
tags: 好观点 · → daily
<a id="atom-7c523ca0f666a67f"></a>🟥 2026-06-15 X·@DrNHJ · 预测 HDD 行业 2028 年前供应短缺加剧 · 供给产能
HDD 산업은 2028년까지 공급 부족이 심화되는 구조적 호황기를 맞이할 것으로 보입니다.
tags: 好观点 · → daily
<a id="atom-715a2af60d387b9b"></a>🟥 2026-06-15 X·@DrNHJ · 将 HDD 行情视为最明确的‘盈利上调/价值重估’故事 · 仓位情绪
모건스탠리는 이번 HDD 업황을 IT 하드웨어 분야에서 가장 확실한 '이익 상향 및 가치 재평가' 스토리로 평가합니다.
tags: 好观点 · → daily
<a id="atom-e399bd434aa0ba1f"></a>🟥 2026-06-08 X·@jukan05 · DRAM pricing upside surprise expectation vs consensus · 价格动态
This suggests that 3Q DRAM pricing could deliver another upside surprise, as current market research firms and sell-side analysts are expecting only a 15% increase
tags: 好观点 · → daily
value: qty=15% · date=3Q26
<a id="atom-0b62ac01b53cc805"></a>🟥 2026-04-19 X·@zerohedge [老化中] · 建议忽略噪音聚焦重大主题 · 仓位情绪/投资策略
Morgan Stanley Says 'Ignore The Noise... Focus On These Big Themes That Generate Huge Alpha'
tags: 好观点 · → daily

🟥 空头 takes (bearish) (8)

<a id="atom-2c4d2df8f8c240c4"></a>🟥 2026-06-10 X·@jukan05 ⭐ · 2027 optical engine shipments estimate · 出货量
Our modeling of 2027 optical engine shipments at 6–7 million units suggests a much smaller ramp than investors’ expectations of 20–30 million units.
tags: 好数字·好信源 · → daily
value: qty=6-7 million units · date=2027
<a id="atom-3954fbd083f891a6"></a>🟥 2026-06-11 X·@MoodyWriter13 · 2027 optical engine shipments estimate · 出货量/业绩指引
Morgan Stanley: Our modeling of 2027 optical engine shipments at 6–7 million units suggests a much smaller ramp than investors’ expectations of 20–30 million units.
tags: 好信源·好数字 · → daily
value: qty=6–7 million units · date=2027
📷 原图
<a id="atom-e2b207b48e499af7"></a>🟥 2026-05-17 X·@zerohedge · 中期展望：AI强劲但能源冲击将持续导致全球衰退 · 宏观展望/地缘政治
Morgan Stanley Mid-Year Outlook: AI Strength But Continued Energy Shock Will Result In Global Recession
tags: 好观点·好信源 · → daily
<a id="atom-8a0a225889cdf0cf"></a>🟥 2026-06-14 X·@zerohedge ⭐ · 观点 · 资本开支/数据中心算力
scaling AI infrastructure is likely to take longer and be more sequential and capital-intensive than headline data center capex projections alone suggest - MS
tags: 好观点·好思考 · → daily
<a id="atom-edbaf1c3a8e663bb"></a>🟥 2026-06-14 X·@zerohedge ⭐ · 观点：电力是对 AI 革命的最大威胁 · 能源/数据中心算力
Morgan Stanley Explains Why Power Is The Biggest Threat To The AI Revolution
tags: 好思考·好观点 · → daily
<a id="atom-ebe4bc21b9967879"></a>🟥 2026-05-20 X·@zerohedge ⭐ · OpenAI 选择高盛主导的影响 · 竞争格局/投行业务
If OpenAI also goes with Goldman lead left, will be a huge hit to Morgan Stanley
tags: 好观点·好思考 · → daily
<a id="atom-bf02f7d332ecd946"></a>🟥 2026-05-05 X·@zerohedge [老化中] · exposure_to_El_Paso_SPV · 仓位情绪
don't want any piece of the deal, so they are scrambling to offload all exposure to the market
tags: 好信源 · → daily
value: direction=降低
<a id="atom-180b6870ff1a6af7"></a>🟥 2026-06-15 X·@zephyr_z9 · 2029 200G CPO bull case assumption · 技术路线/出货量
assuming 200G in 2029 and naming it CPO bull case to get 70 OE per GPU attach rate
tags: 好思考·好问题 · → daily
value: qty=70 OE per GPU attach rate · date=2029

🟥 中性 takes (neutral) (6)

<a id="atom-eb22d5617efdc118"></a>🟥 2026-06-22 X·@Techmeme ⭐ · estimates ~$15B will be issued this year in such loans · 融资/数据中心
Morgan Stanley estimates ~$15B will be issued this year in such loans
tags: 好数字·好信源 · → daily
value: qty=~$15B · date=this year
<a id="atom-e04075da7883e77b"></a>🟥 2026-06-11 X·@superposition_V · 2027年光学引擎出货量预期 · 出货量/业绩指引
Morgan Stanley: Our modeling of 2027 optical engine shipments at 6–7 million units
tags: 好数字·好信源 · → daily
value: qty=6-7百万 · date=2027
<a id="atom-cad62f642e28cfb0"></a>🟥 2026-06-17 X·@zerohedge · FOMC statement options analysis · 货币政策
FOMC statement? According to Morgan Stanley, two options: a boring version which just drops the easing bias, and a "revolutionary" one which sets Warsh's mark and strikes the entire "boilerplate" paragraph 4
tags: 好信源 · → daily
📷 原图
<a id="atom-33f6e85ff76c556c"></a>🟥 2026-07-02 X·@pequityresearch · revised NAND supply-demand outlook · 业绩指引
Morgan Stanley revised its NAND supply-demand outlook
tags: 好信源 · → daily
📷 原图
<a id="atom-8a9c92b6f0717d5a"></a>🟥 2026-06-02 X·@herbertong · IPO承销费收入预期 · 盈利能力
Goldman Sachs and Morgan Stanley are expected to receive the largest share of those fees
tags: 好数字 · → daily
value: qty=largest share of $500M · date=
📷 原图
<a id="atom-e1220584c1b429a6"></a>🟥 2026-05-26 X·@labubu_trader · table on PCB/MLCC · 订单需求
This table from MS pumped so much PCB/MLCC all of a sudden since the last two weeks.
tags: 好信源 · → daily
value: qty=MS table
📷 原图

🟦 新闻流 (squawk · 29)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-af3546d47f9b833c"></a>🟥 2026-06-30 X·@DeItaone · 市场轮动观点 · 仓位情绪
Morgan Stanley says the market rotation following easing Middle East tensions still has room to run
tags: 好观点 · → daily
value: direction=more upside
<a id="atom-84c7070356412dab"></a>🟦 2026-06-26 X·@DeItaone · 预期 Fed 今年保持利率不变 · 宏观利率
Morgan Stanley still expects the Fed to hold rates this year
tags: 好观点 · → daily
value: date=2026
<a id="atom-6f18c2ee4c3bb854"></a>🟦 2026-06-24 X·@FirstSquawk · 季度每股股息提高幅度 · 回购分红
MORGAN STANLEY ANNOUNCED A 15-CENT INCREASE IN ITS QUARTERLY DIVIDEND TO $1.15 PER SHARE AND REAUTHORIZED A $20 BILLION MULTI-YEAR COMMON SHARE REPURCHASE PROGRAM, UNDERSCORING ITS STRONG CAPITAL POSITION.
tags: 好数字 · → daily
value: qty=+15美分
<a id="atom-f6e3b982c95d048b"></a>🟦 2026-06-24 X·@FirstSquawk · 季度每股股息目标值 · 回购分红
MORGAN STANLEY ANNOUNCED A 15-CENT INCREASE IN ITS QUARTERLY DIVIDEND TO $1.15 PER SHARE AND REAUTHORIZED A $20 BILLION MULTI-YEAR COMMON SHARE REPURCHASE PROGRAM, UNDERSCORING ITS STRONG CAPITAL POSITION.
tags: 好数字 · → daily
value: qty=$1.15
<a id="atom-90cbfcb3dc82af5c"></a>🟦 2026-06-24 X·@FirstSquawk · 多年股票回购计划金额 · 回购分红
MORGAN STANLEY ANNOUNCED A 15-CENT INCREASE IN ITS QUARTERLY DIVIDEND TO $1.15 PER SHARE AND REAUTHORIZED A $20 BILLION MULTI-YEAR COMMON SHARE REPURCHASE PROGRAM, UNDERSCORING ITS STRONG CAPITAL POSITION.
tags: 好数字 · → daily
value: qty=$200亿
<a id="atom-b1c6beb71adc77f5"></a>🟦 2026-06-24 X·@FirstSquawk · CCAR压力测试资本缓冲要求状态 · 监管政策
MORGAN STANLEY: THE 2026 CCAR STRESS TEST RESULTS DO NOT CHANGE ITS STRESS CAPITAL BUFFER REQUIREMENT, ALLOWING IT TO CONTINUE RETURNING CAPITAL TO SHAREHOLDERS THROUGH DIVIDENDS AND BUYBACKS.
tags: 好信源 · → daily
value: direction=不变
<a id="atom-5d6042a18ef0ab7e"></a>🟦 2026-06-24 X·@FirstSquawk · 股东资本返还能力 · 回购分红
MORGAN STANLEY: THE 2026 CCAR STRESS TEST RESULTS DO NOT CHANGE ITS STRESS CAPITAL BUFFER REQUIREMENT, ALLOWING IT TO CONTINUE RETURNING CAPITAL TO SHAREHOLDERS THROUGH DIVIDENDS AND BUYBACKS.
tags: 好信源 · → daily
value: direction=持续
<a id="atom-890bd8d0cae1c98a"></a>🟦 2026-06-24 X·@financialjuice · dividend per share · 分红
Morgan Stanley announces a dividend increase of 15 cents to $1.15 per share
tags: 好数字 · → daily
value: qty=1.15 · date=2026-06-24
<a id="atom-cb220a9bcaf5c7d8"></a>🟦 2026-06-24 X·@financialjuice · share repurchase authorization · 回购分红
the reauthorization of a $20 billion multi-year common equity share repurchase program
tags: 好数字 · → daily
value: qty=20000000000
<a id="atom-d439c61efb7c8ac7"></a>🟦 2026-06-22 X·@FirstSquawk · 资本开支计划 · 资本开支/地产
MORGAN STANLEY SEEKS $1.3 BILLION TOWER FOR DALLAS EXPANSION
tags: 好数字 · → daily
value: qty=$1.3B
<a id="atom-70a63830a1cf76ab"></a>🟥 2026-06-22 X·@FirstSquawk · 塔楼裙房容量 · 资本开支
MORGAN STANLEY TOWER WOULD CREATE SPACE FOR 4,800 JOBS
tags: 好数字 · → daily
value: qty=4,800 · unit=jobs
<a id="atom-eb87e9eebfefb9a9"></a>🟦 2026-06-22 X·@wallstengine · 资本开支 · 资本开支
MORGAN STANLEY SEEKS $1.3 BILLION TOWER FOR DALLAS EXPANSION
tags: 好数字 · → daily
value: qty=$1.3B · date=TBD
<a id="atom-0c1c581535dd3593"></a>🟥 2026-06-16 X·@DeItaone · Brent原油2026年均价预测 · 价格动态
Morgan Stanley expects gradual recovery of lost output through early next year, with Brent averaging $90 in Q3 before easing to $80 into 2026
tags: 好数字·好信源 · → daily
value: qty=$80 · date=2026
<a id="atom-28ed0546ffb97a44"></a>🟦 2026-06-15 X·@wallstengine · 提供过桥融资额度 · 并购
$12B bridge financing from Morgan Stanley
tags: 好数字 · → daily
value: qty=$12B · date=2026-06-15
📷 原图
<a id="atom-8ef2861ce18d6d42"></a>🟦 2026-06-13 X·@FirstSquawk · collect fees from SpaceX IPO · 融资
Morgan Stanley could collect over $100 million from a SpaceX IPO: WSJ
tags: 好信源 · → daily
value: qty=$100M+ · date=IPO
<a id="atom-8a038e75a0b69a0b"></a>🟦 2026-06-12 X·@DeItaone · expected IPO fee · IPO/融资
Goldman Sachs and Morgan Stanley are expected to earn about $100 million each
tags: 好数字 · → daily
value: qty=$100 million
<a id="atom-70e7770f8b007e89"></a>🟦 2026-06-05 X·@DeItaone · projected SpaceX revenue to reach $3.4 trillion by 2040 · 营收预测
Morgan Stanley projects SpaceX revenue could soar to $3.4 trillion by 2040, helping justify its targeted $1.77 trillion IPO valuation.
tags: 好数字 · → daily
value: qty=$3.4 trillion · date=2040
📷 原图
<a id="atom-51e08bcb36b02865"></a>🟦 2026-06-05 X·@DeItaone · projected SpaceX targeted IPO valuation of $1.77 trillion · IPO
... helping justify its targeted $1.77 trillion IPO valuation.
tags: 好数字 · → daily
value: qty=$1.77 trillion
📷 原图
<a id="atom-adbe45698dab489e"></a>🟦 2026-06-02 X·@wallstengine · planned largest share of SpaceX IPO fee pool · 融资/IPO
Goldman and Morgan Stanley are reportedly set to take the largest share of the fee pool
tags: 好信源 · → daily
📷 原图
<a id="atom-fa8ff5b89d000b53"></a>🟦 2026-05-21 X·@FirstSquawk · 获得特殊监管豁免 · 监管政策
SENATOR ELIZABETH WARREN HAS WRITTEN TO FEDERAL RESERVE VICE CHAIR MICHELLE BOWMAN AND OCC HEAD JONATHAN GOULD SEEKING DETAILS ON A SPECIAL REGULATORY EXEMPTION GRANTED TO MORGAN STANLEY.
tags: 好信源 · → daily
<a id="atom-f2b48ac52492057c"></a>🟦 2026-05-19 X·@FirstSquawk · 发放中国专用iPhone给香港银行家 · 管理层表态
MORGAN STANLEY ISSUES CHINA-ONLY IPHONES TO ITS HONG KONG BANKERS-FT
tags: 好信源 · → daily
value: qty=中国专用iPhone · date=2026-05-20
<a id="atom-bcb6f59588b06884"></a>🟦 2026-05-07 X·@wallstengine · expects humanoid robots to help lift China's share of global manufacturing to 16.5% by 2030 from 15% · 市场份额
Morgan Stanley expects humanoid robots to help lift China’s share of global manufacturing to 16.5% by 2030 from 15% today
tags: 好数字·好信源 · → daily
value: direction=increase · qty=16.5% · date=2030
📷 原图
<a id="atom-a38bea31d0287f58"></a>🟦 2026-05-06 X·@DeItaone · debuts crypto trading · 竞争格局/产品发布
MORGAN STANLEY DEBUTS CRYPTO TRADING, UNDERCUTS RIVALS ON PRICING
tags: 好信源 · → daily
<a id="atom-c96b88b7e3b13f2b"></a>🟦 2026-05-06 X·@FirstSquawk · Fitch 评级 · 评级
Morgan Stanley Rating Affirmed at ‘A+’/‘F1’ by Fitch; Outlook Remains Stable
tags: 好信源 · → daily
value: rating=A+/F1
<a id="atom-4215bfa505b573e7"></a>🟥 2026-05-04 X·@FirstSquawk [老化中] · Co-President Daniel Simkowitz 观点: AI 目前是主导力量 · AI
MORGAN STANLEY CO-PRESIDENT DANIEL SIMKOWITZ, AT THE MILKEN CONFERENCE: AI IS LIKELY THE DOMINANT FORCE AT PRESENT BOTH ON THE INVESTMENT SIDE AND ON POTENTIAL PRODUCTIVITY GAINS
tags: 好观点 · → daily
<a id="atom-4e31e73ddf781caa"></a>🟥 2026-05-04 X·@FirstSquawk [老化中] · Co-President Daniel Simkowitz 观点: 私募信贷噪音过度, 打开机遇 · 仓位情绪
WHILE NOISE IN PRIVATE CREDIT HAS BEEN OVERDONE — OPENING UP OPPORTUNITIES
tags: 好观点 · → daily
<a id="atom-66f2529720f821d9"></a>🟥 2026-05-04 X·@FirstSquawk · Co-President Daniel Simkowitz 预期: 并购浪潮将推动融资需求 · 并购/融资
WITH AN INCOMING M&A WAVE EXPECTED TO DRIVE FINANCING DEMAND.
tags: 好观点 · → daily
<a id="atom-6728833950167b3d"></a>🟦 2026-05-04 X·@FirstSquawk · 投资银行项目遭美国调查 · 监管政策
WSJ reports that Morgan Stanley’s Budapest-based investment banking program has been hit by a U.S. investigation.
tags: 好信源 · → daily
value: direction=负面
<a id="atom-c186a79df84cfdab"></a>🟥 2026-04-29 X·@FirstSquawk · 降息预测撤销 · 宏观利率/仓位情绪
Morgan Stanley No Longer Sees Sept/Dec Cuts
tags: 好观点·好信源 · → daily
value: date=2026年9月/12月

⏱ 时间轴 (近 20)

🟥 2026-07-02 · forecast · global humanoid robot market projection 2050 · → daily
🟥 2026-07-02 · narrative · revised NAND supply-demand outlook · → daily
🟦 2026-07-01 · fact · deployed AI agents in accuracy-critical, deadline-driven wor · → daily
🟦 2026-07-01 · narrative · 关于Meta卖出计算能力的观点 · → daily
🟥 2026-07-01 · narrative · 认为Meta不能或不想作为全栈服务竞争 · → daily
🟥 2026-06-30 · narrative · 市场轮动观点 · → daily
🟥 2026-06-27 · position · recommended buying more old memory · → daily
🟦 2026-06-26 · forecast · 预期 Fed 今年保持利率不变 · → daily
🟦 2026-06-24 · fact · 季度每股股息提高幅度 · → daily
🟦 2026-06-24 · fact · 季度每股股息目标值 · → daily
🟦 2026-06-24 · fact · 多年股票回购计划金额 · → daily
🟦 2026-06-24 · fact · CCAR压力测试资本缓冲要求状态 · → daily
🟦 2026-06-24 · fact · 股东资本返还能力 · → daily
🟦 2026-06-24 · fact · dividend per share · → daily
🟦 2026-06-24 · fact · share repurchase authorization · → daily
🟥 2026-06-24 · narrative · rating on Kioxia · → daily
🟥 2026-06-24 · forecast · price target on Kioxia · → daily
🟦 2026-06-22 · fact · pitching data center developers to use leveraged loans · → daily
🟥 2026-06-22 · forecast · estimates ~$15B will be issued this year in such loans · → daily
🟦 2026-06-22 · fact · headquarters expansion plan · → daily

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