PONY

13 atoms · 跨 2 天 · 首见 2026-04-25 · 最近 2026-05-26

三色: 🟦 fact 11 · 🟥 take 2 · stance ▲8/▼1/◆1

来源: X 13

时态: fresh:13

标签: 好数字:11 · 好信源:2

叙事 (narrative) (2)

• 2026-05-26 · Macquarie评级
  $PONY | 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐏𝐎𝐍𝐘
  tags: 好信源 · → daily
  value: qty=Outperform
• 2026-05-26 · Macquarie目标价
  cuts PT to $24.00
  tags: 好数字 · → daily
  value: qty=$24.00 · direction=down

预测 (forecast) (1)

• 2026-04-25 · targets 3,000+ robotaxis across 20+ cities by 2026
  https://t.co/EMU8J7cOYN targets 𝟑,𝟎𝟎𝟎+ robotaxis across 𝟐𝟎+ cities by 𝟐𝟎𝟐𝟔.
  tags: 好数字 · → daily
  value: qty=3,000+ · date=2026

事实 (fact) (10)

• 2026-05-26 · Q1-2026 EPS
  实际每股收益(EPS): -0.09美元
  tags: 好数字 · → daily
  value: qty=-0.09 USD · date=Q1-2026
• 2026-05-26 · Q1-2026 EPS vs consensus
  实际每股收益(EPS): -0.09美元; 预期每股收益(EPS): -0.13美元
  tags: 好数字 · → daily
  value: qty=0.04 USD beat · date=Q1-2026
• 2026-05-26 · Q1-2026 revenue
  实际营收: 34.30M美元
  tags: 好数字 · → daily
  value: qty=34.30M USD · date=Q1-2026
• 2026-05-26 · Q1-2026 revenue vs consensus
  实际营收: 34.30M美元; 预期营收: 21.96M美元
  tags: 好数字 · → daily
  value: qty=12.34M USD beat · date=Q1-2026
• 2026-05-26 · Q1-2026 revenue YoY growth
  营收同比增长(YoY): 145%
  tags: 好数字 · → daily
  value: qty=145% · date=Q1-2026
• 2026-05-26 · 1Q26营收同比增速
  1Q26 营收同比增速 (1Q26 Revenue YoY): +145%
  tags: 好数字 · → daily
  value: qty=+145%
• 2026-05-26 · 1Q26毛利率
  1Q26 毛利率 (1Q26 GPM): 16.4%
  tags: 好数字 · → daily
  value: qty=16.4%
• 2026-04-25 · launches new L4 autonomous driving domain controller with NVIDIA
  https://t.co/EMU8J7cOYN launches new 𝐋𝟒 𝐚𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 domain controller.
  tags: 好信源 · → daily
• 2026-04-25 · new domain controller delivers up to 4000 FP4 TFLOPS computing performance
  Delivers up to 𝟒𝟎𝟎𝟎 𝐅𝐏𝟒 𝐓𝐅𝐋𝐎𝐏𝐒 computing performance.
  tags: 好数字 · → daily
  value: qty=4000 FP4 TFLOPS
• 2026-04-25 · domain controller shipments surged 500%+ YoY in 2025
  Domain controller shipments surged 𝟓𝟎𝟎%+ YoY in 𝟐𝟎𝟐𝟓.
  tags: 好数字 · → daily
  value: qty=500%+ · direction=YoY · date=2025

时间轴 (近 20)

• 2026-05-26 · fact · Q1-2026 EPS · → daily
• 2026-05-26 · fact · Q1-2026 EPS vs consensus · → daily
• 2026-05-26 · fact · Q1-2026 revenue · → daily
• 2026-05-26 · fact · Q1-2026 revenue vs consensus · → daily
• 2026-05-26 · fact · Q1-2026 revenue YoY growth · → daily
• 2026-05-26 · narrative · Macquarie评级 · → daily
• 2026-05-26 · narrative · Macquarie目标价 · → daily
• 2026-05-26 · fact · 1Q26营收同比增速 · → daily
• 2026-05-26 · fact · 1Q26毛利率 · → daily
• 2026-04-25 · fact · launches new L4 autonomous driving domain controller with NV · → daily
• 2026-04-25 · fact · new domain controller delivers up to 4000 FP4 TFLOPS computi · → daily
• 2026-04-25 · fact · domain controller shipments surged 500%+ YoY in 2025 · → daily
• 2026-04-25 · forecast · targets 3,000+ robotaxis across 20+ cities by 2026 · → daily

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