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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TD Cowen
13 atoms · 跨 8 天 · 首见 2026-04-30 · 最近 2026-06-30
三色: 🟦 fact 2 · 🟥 take 11 · stance ▲8/▼1/◆4
来源: X 12
时态: fresh:9 · stale:3 · aging:1
标签: 好观点:6 · 好信源:6 · 好数字:6
叙事 (narrative) (4)
- 2026-06-26 · 认为Starlink可能收购T-Mobile
TD Cowen Sees Possible T-Mobile Buyout
tags: 好信源 · → daily
- 2026-06-29 · 观点：中国半导体份额增长
TD Cowen argues Chinese semiconductor vendors continue to gain share in mature-node analog, MCU, and discrete markets, but the pace remains gradual at roughly 1-2% annual share gains, making the competitive impact more manageable than investors fear.
tags: 好观点 · → daily
- 2026-06-30 · MSTR 目标价下调
$MSTR | TD Cowen 𝐜𝐮𝐭𝐬 𝐏𝐓 on 𝐌𝐒𝐓𝐑 to $𝟐𝟔𝟎 from $𝟒𝟎𝟎
tags: 好观点 · → daily
value: qty=$260 · date=2026-06-30 · direction=down
- 2026-06-30 · MSTR 维持买入评级
maintains 𝐁𝐮𝐲
tags: 好观点 · → daily
预测 (forecast) (4)
- 2026-06-05 · GLP-1 市场规模预测
TD Cowen raises 𝐆𝐋𝐏-𝟏 market forecast to $𝟏𝟓𝟎𝐁 by 𝟐𝟎𝟑𝟎.
tags: 好数字·好信源 · → daily
value: qty=$150B · date=2030
- 2026-06-05 · GLP-1 市场规模预测上调幅度
Forecast increased from prior estimate of $𝟏𝟑𝟗𝐁.
tags: 好数字·好信源 · → daily
value: qty=$11B · date=2030
- 2026-06-05 · GLP-1 治疗患者人数预测
Expected patient population grows to 𝟓𝟗𝐌, up from 𝟒𝟔𝐌.
tags: 好数字·好信源 · → daily
value: qty=59M · date=2030
- 2026-06-05 · 口服GLP-1占全球销售比例预测
Oral GLP-1 therapies projected to reach 𝟏𝟒% of global sales.
tags: 好数字·好信源 · → daily
value: qty=14% · date=2030
立场 (position) (4)
- 2026-06-26
[老化中] · 分析师提出收购建议
TD analyst just floated the craziest SpaceX move: Buy T-Mobile.
tags: 好观点 · → daily
value: qty=T-Mobile · direction=收购
展开 3 条老旧 / 已过期
- 2026-05-13
[老旧] · 目标价格
TD Cowen raises PT to $400
tags: 好数字 · → daily
value: qty=$400.00 · direction=上调 · change=+14.3%
- 2026-05-12
[老旧] · 目标价
TD Cowen reiterates PT at $350
tags: 好观点 · → daily
value: qty=$350 · direction=维持 · date=na
- 2026-04-30
[老旧] · Alphabet评级
$GOOGL | 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭: TD Cowen reiterates 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟒𝟓𝟎, 'Monster Cloud Quarter Signals AI Inflection Point'
tags: 好观点·好信源 · → daily
value: qty=Buy
事实 (fact) (1)
- 2026-05-24 · AMD目标价
TD Cowen: $500
tags: 好数字 · → daily
value: qty=$500
时间轴 (近 20)
- 2026-06-30 ·
narrative · MSTR 目标价下调 · → daily
- 2026-06-30 ·
narrative · MSTR 维持买入评级 · → daily
- 2026-06-29 ·
narrative · 观点：中国半导体份额增长 · → daily
- 2026-06-26 ·
narrative · 认为Starlink可能收购T-Mobile · → daily
- 2026-06-26 ·
position · 分析师提出收购建议 · → daily
- 2026-06-05 ·
forecast · GLP-1 市场规模预测 · → daily
- 2026-06-05 ·
forecast · GLP-1 市场规模预测上调幅度 · → daily
- 2026-06-05 ·
forecast · GLP-1 治疗患者人数预测 · → daily
- 2026-06-05 ·
forecast · 口服GLP-1占全球销售比例预测 · → daily
- 2026-05-24 ·
fact · AMD目标价 · → daily
- 2026-05-13 ·
position · 目标价格 · → daily
- 2026-05-12 ·
position · 目标价 · → daily
- 2026-04-30 ·
position · Alphabet评级 · → daily
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