Mizuho

Wrap · 37 atoms · 2026-06-01 → 2026-06-29 · 信用档先验 cred4

🟦 fact 1 · 🟥 take 36 · stance ▲31/▼4/◆1

覆盖实体 (top 10)

• Intel — 11 atoms
• Okta — 4 atoms
• ON — 3 atoms
• TPU — 3 atoms
• ABNB — 3 atoms
• CRM — 3 atoms
• QCOM — 3 atoms
• AVGO — 2 atoms
• ARM — 1 atoms
• MU — 1 atoms

话题分布 (top 8)

需求 (10) · 数据中心 (7) · 技术路线 (7) · 评级调整 (6) · 营收 (4) · 竞争 (4) · 目标价 (3) · 估值 (3)

样例 atoms

• 2026-06-01 · ON · Mizuho reiterates Outperform on ON with PT $150.
• 2026-06-01 · ON · Mizuho expects AI datacenter power revenue to reach roughly $500M in 2026 (+100% y/y) with a steeper ramp into 2027.
• 2026-06-01 · ON · Mizuho PT $150.
• 2026-06-02 · OKTA · OKTA -3% largely shaking off a valuation downgrade from Mizuho
• 2026-06-02 · OKTA · Mizuho downgraded OKTA to Neutral

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