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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ST
9 atoms · 跨 2 天 · 首见 2026-05-13 · 最近 2026-05-31
三色: 🟦 fact 1 · 🟥 take 8 · stance ▲7/▼0/◆2
来源: X 9
时态: fresh:6 · stale:3
标签: 好观点:5 · 好数字:3 · 好思考:3 · 好信源:1
叙事 (narrative) (2)
- 2026-05-13 · AI/DC 机会被低估
Under-appreciated AI/DC opportunity
tags: 好观点·好思考 · → daily
- 2026-05-13 · 新管理层兑现承诺
new management has demonstrated its ability to underpromise and over-deliver
tags: 好观点·好思考 · → daily
预测 (forecast) (2)
- 2026-05-13 · AI/DC 暴露将推高基本面与估值
we expect ST's growing AI/DC exposure will drive both fundamentals and valuation higher
tags: 好观点·好思考 · → daily
- 2026-05-13 · CY27 EPS 预估至 $4.13
We take CY27 EPS to $4.13 from $4.09, versus consensus of $4.03
tags: 好数字 · → daily
value: qty=$4.13 · date=CY27
立场 (position) (3)
展开 3 条老旧 / 已过期
- 2026-05-13
[老旧] · 评级上调至 Buy
Truist Securities Upgrades $ST to Buy from Hold
tags: 好观点 · → daily
value: qty=Buy · date=2026-05-13
- 2026-05-13
[老旧] · 目标价上调至 $58
Raises PT to $58 from $43
tags: 好数字 · → daily
value: qty=$58 · date=2026-05-13
- 2026-05-13
[老旧] · 目标价基于 14x PE
PT to $58 from $43 based on only 14x
tags: 好数字 · → daily
value: qty=14x · date=2026-05-13
事实 (fact) (2)
- 2026-05-31 · 客户涨价通知
ST则于5月28日通知客户涨价
tags: 好信源 · → daily
value: date=2026-05-28
- 2026-05-13 · 核心汽车业务已稳定
the core autos business has stabilized
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-05-31 ·
fact · 客户涨价通知 · → daily
- 2026-05-13 ·
position · 评级上调至 Buy · → daily
- 2026-05-13 ·
position · 目标价上调至 $58 · → daily
- 2026-05-13 ·
narrative · AI/DC 机会被低估 · → daily
- 2026-05-13 ·
fact · 核心汽车业务已稳定 · → daily
- 2026-05-13 ·
narrative · 新管理层兑现承诺 · → daily
- 2026-05-13 ·
forecast · AI/DC 暴露将推高基本面与估值 · → daily
- 2026-05-13 ·
forecast · CY27 EPS 预估至 $4.13 · → daily
- 2026-05-13 ·
position · 目标价基于 14x PE · → daily
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