JPM

Wrap · 107 atoms · 2026-06-01 → 2026-06-29 · 信用档先验 cred4

🟦 fact 3 · 🟥 take 104 · stance ▲96/▼5/◆3

覆盖实体 (top 10)

• AVGO — 16 atoms
• ANET — 13 atoms
• AMZN — 10 atoms
• COHR — 7 atoms
• CIEN — 6 atoms
• ASML — 6 atoms
• CSCO — 5 atoms
• TER — 5 atoms
• FLEX — 3 atoms
• RDDT — 3 atoms

话题分布 (top 8)

需求 (21) · 竞争 (18) · 技术路线 (12) · 营收预测 (11) · 数据中心 (11) · 目标价 (9) · 营收 (9) · 评级调整 (8)

样例 atoms

• 2026-06-01 · AVGO · JPM's supply-chain checks indicate Google may be shifting its TPU v9 program to MediaTek, with Broadcom's TPU v9 design potentially canceled or deferred
• 2026-06-01 · AVGO · JPM models 2028 TPU v9 revenue at ~$25.2bn
• 2026-06-01 · AVGO · JPM models total DC ASIC revenue at $29.6bn in 2028, up from $10.8bn in 2027
• 2026-06-01 · MediaTek · JPM estimates MediaTek's solution could be 40-50% lower cost than Broadcom's
• 2026-06-01 · AVGO · JPM reiterates Overweight on AVGO

← Author 索引 · 实体目录