Aaronwei3n

X · 11 atoms · 2026-06-23 → 2026-06-23 · 信用档先验 cred3

🟦 fact 1 · 🟥 take 10 · stance ▲7/▼2/◆1

覆盖实体 (top 10)

• secondary foundry — 3 atoms
• TSM — 2 atoms
• Google — 1 atoms
• UMC — 1 atoms
• VIS — 1 atoms
• GFS — 1 atoms
• SMIC — 1 atoms
• NVDA — 1 atoms

话题分布 (top 8)

管理层表态 (4) · 营收预测 (2) · 评级上调 (2) · 评级表态 (2) · 供应链瓶颈 (2) · 出货量预测 (1) · 产能利用率 (1) · 定价权 (1)

样例 atoms

• 2026-06-23 · secondary foundry · HSBC now model a faster ramp for secondary foundry’s average UTR assumptions to 91%/87%/93% in 2H26/1H27/2H27
• 2026-06-23 · secondary foundry · 11%/27% ASP increases in 2026/27
• 2026-06-23 · UMC · HSBC upgrade UMC to Buy (from Hold)
• 2026-06-23 · VIS · HSBC upgrade VIS to Buy (from Hold)
• 2026-06-23 · GFS · HSBC maintain $GFS at Hold

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