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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Zhen Ding Tech
11 atoms · 跨 2 天 · 首见 2026-05-24 · 最近 2026-06-22
三色: 🟦 fact 5 · 🟥 take 6 · stance ▲10/▼0/◆1
来源: X 11
时态: fresh:10 · stale:1
标签: 好数字:8 · 好观点:2 · 好信源:2
叙事 (narrative) (1)
- 2026-05-24 · ABF substrate pricing change
ABF substrate pricing surging (20-30%)
tags: 好观点 · → daily
value: qty=20-30% · direction=surging
预测 (forecast) (5)
- 2026-06-22 · 2026年资本支出计划
Leading PCB maker Zhen Ding Tech. Group Ltd. (TWSE: 4958) is expected to invest more than NT$80 billion in capital expenditure this year
tags: 好数字·好信源 · → daily
value: qty=NT$80B · date=2026
- 2026-05-24 · AI revenue forecast 2026
AI revenue: ~RMB 6.3bn in 2026
tags: 好数字 · → daily
value: qty=RMB 6.3bn · date=2026
- 2026-05-24 · AI revenue forecast 2027
potentially RMB 20bn in 2027
tags: 好数字 · → daily
value: qty=RMB 20bn · date=2027
- 2026-05-24 · EPS forecast 2026E
EPS: NT$16.41 (2026E)
tags: 好数字 · → daily
value: qty=NT$16.41 · date=2026E
- 2026-05-24 · EPS forecast 2027E
NT$31.63 (2027E)
tags: 好数字 · → daily
value: qty=NT$31.63 · date=2027E
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-24
[老旧] · 目标价
Maintain Buy, TP to NT$633
tags: 好观点 · → daily
value: qty=NT$633
事实 (fact) (4)
- 2026-05-24 · Nvidia compute tray market share
~20% share in Nvidia compute trays
tags: 好数字 · → daily
value: qty=~20%
- 2026-05-24 · Google customer start date
Started Google in 1Q26
tags: 好信源 · → daily
value: date=1Q26
- 2026-05-24 · mSAP pricing change in 1Q26
Strong mSAP pricing (+~30% in 1Q26)
tags: 好数字 · → daily
value: qty=~30% · direction=up · date=1Q26
- 2026-05-24 · stock return since January initiation
Stock +220% since Jan initiation
tags: 好数字 · → daily
value: qty=+220%
时间轴 (近 20)
- 2026-06-22 ·
forecast · 2026年资本支出计划 · → daily
- 2026-05-24 ·
position · 目标价 · → daily
- 2026-05-24 ·
forecast · AI revenue forecast 2026 · → daily
- 2026-05-24 ·
forecast · AI revenue forecast 2027 · → daily
- 2026-05-24 ·
forecast · EPS forecast 2026E · → daily
- 2026-05-24 ·
forecast · EPS forecast 2027E · → daily
- 2026-05-24 ·
narrative · ABF substrate pricing change · → daily
- 2026-05-24 ·
fact · Nvidia compute tray market share · → daily
- 2026-05-24 ·
fact · Google customer start date · → daily
- 2026-05-24 ·
fact · mSAP pricing change in 1Q26 · → daily
- 2026-05-24 ·
fact · stock return since January initiation · → daily
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