JPM

卖方 · 86 atoms · 2026-06-29 → 2026-06-29 · 信用档先验 cred4

🟦 fact 30 · 🟥 take 56 · stance ▲29/▼18/◆6

覆盖实体 (top 10)

• Waymo — 8 atoms
• QNT — 7 atoms
• DKNG — 6 atoms
• Apple — 4 atoms
• Uber — 4 atoms
• AMZN — 3 atoms
• COIN — 3 atoms
• CXMT — 2 atoms
• Samsung — 2 atoms
• ANET — 2 atoms

话题分布 (top 8)

市场情绪 (15) · 资本支出 (4) · 竞争格局 (3) · Waymo 车辆规模 (3) · 频谱拍卖 (3) · 地缘政治 (2) · 内存价格预测 (2) · 评级调整 (2)

样例 atoms

• 2026-06-29 · CXMT · CXMT secured a U$3b multi-year contract from Tencent to supply server memory
• 2026-06-29 · 韩国政府 · Korea’s President announced investments of KRW1,350t (~U$875b) in chips and data centers over the next decade
• 2026-06-29 · Samsung · Jay already models $175b in Samsung capex just from F26~28
• 2026-06-29 · 卖方面存储板块分析师 · A high profile sell-side memory sector upgrade suggesting that 'Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4'
• 2026-06-29 · Jay Kwon & Harlan Sur · Jay Kwon & Harlan Sur think 20~30%QoQ is roughly consensus, and anything above 40% is probably too high for 3Q

← Author 索引 · 实体目录