OEMs

3 atoms · 跨 3 天 · 首见 2026-05-19 · 最近 2026-06-01

三色: 🟦 fact 0 · 🟥 take 3 · stance ▲1/▼2/◆0

来源: X 3

时态: fresh:3

标签: 好观点:3 · 好思考:2

叙事 (narrative) (2)

• 2026-06-01 · 被迫制造利基产品
  Jensen is forcing OEMs to make niche products that will barely sell and that they do not even want to make
  tags: 好观点·好思考 · → daily
  value: qty= · date=
• 2026-05-19 · 定价和盈利优先级
  Rosenblatt believes OEMs will keep prioritizing pricing discipline and profitability over chasing volume
  tags: 好观点 · → daily
  value: direction=prioritizing pricing discipline and profitability over chasing volume

预测 (forecast) (1)

• 2026-05-28 · 2027年预测
  Doom is coming in 2027 for many OEMs.
  tags: 好观点·好思考 · → daily
  value: date=2027

时间轴 (近 20)

• 2026-06-01 · narrative · 被迫制造利基产品 · → daily
• 2026-05-28 · forecast · 2027年预测 · → daily
• 2026-05-19 · narrative · 定价和盈利优先级 · → daily

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