BofA

卖方 · 132 atoms · 2026-06-01 → 2026-06-30 · 信用档先验 cred4

🟦 fact 46 · 🟥 take 86 · stance ▲67/▼10/◆9

覆盖实体 (top 10)

• CMCSA — 6 atoms
• QNT — 5 atoms
• HAWK — 5 atoms
• Kioxia — 5 atoms
• Korean Air Lines — 5 atoms
• Google — 4 atoms
• WRBY — 4 atoms
• Taylor Morrison — 4 atoms
• BofA 流体动力经销商调查 — 4 atoms
• OCS — 4 atoms

话题分布 (top 8)

评级调整 (18) · 研究 (15) · 需求 (10) · 行业会议 (9) · 目标价 (8) · 评级维持 (8) · 并购 (8) · 看多观点 (6)

样例 atoms

• 2026-06-01 · Kioxia · The story is clean: structural AI demand + disciplined supply = powerful earnings leverage, with valuation still low (7x 2027 P/E).
• 2026-06-09 · 美国CPI · BofA 经济学家团队预测整体 CPI 环比上涨 0.46%，同比从 3.8% 升至 4.2%（2023 年 4 月以来最高），受能源价格再度跳升驱动
• 2026-06-30 · CMCSA · CMCSA - ANNOUNCING PLANS FOR TAX-FREE SPIN OFF OF NBC UNIVERSAL/SKY, from CORE CABLE
• 2026-06-30 · CMCSA · Stock around $25 last
• 2026-06-30 · CMCSA · Jessica made this call that CMCSA would do a break-up/spin this year, in her year ahead note back on Jan 12th, when she upgraded the stock

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