UBS

Wrap · 43 atoms · 2026-06-02 → 2026-06-29 · 信用档先验 cred4

🟦 fact 2 · 🟥 take 41 · stance ▲32/▼4/◆5

覆盖实体 (top 10)

• Google — 8 atoms
• Okta — 4 atoms
• Alab — 4 atoms
• Meta — 3 atoms
• Apple — 3 atoms
• PLTR — 3 atoms
• TSLA — 3 atoms
• MRVL — 3 atoms
• MU — 2 atoms
• UBS — 2 atoms

话题分布 (top 8)

估值 (8) · 营收 (7) · 目标价 (6) · 需求 (5) · 评级调整 (4) · 产能 (4) · 管理层表态 (3) · 营收预测 (3)

样例 atoms

• 2026-06-02 · GOOGL · With CY27 EPS of $16 at 25x = $400, the r/r here to the upside doesn't seem that great with the stock at $380
• 2026-06-02 · GOOGL · Gap fill here from earnings is $355, so wouldn't be surprised for it to go a bit lower but overall think plenty of dip buyers around the $350 level where r/r gets better
• 2026-06-03 · GOOGL · UBS maintained its Neutral rating on GOOGL
• 2026-06-03 · GOOGL · UBS PT $410
• 2026-06-03 · GOOGL · higher cloud growth forecasts of 24% in 2026 and 34% in 2027, ahead of consensus

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