以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

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X · 151 atoms · 2024-12-26 → 2026-06-29 · 信用档先验 cred3

🟦 fact 57 · 🟥 take 94 · stance ▲71/▼14/◆8

覆盖实体 (top 10)

营收预测 (9) · 市盈率 (4) · 毛利率 (4) · HBM需求 (4) · 估值倍数 (4) · 市值 (3) · 估值预测 (3) · 目标价上调 (3)

2026-06-26 · HBM demand · HBM demand is becoming almost 50/50 between GPUs and ASICs, with GPUs at 51% and ASICs at 49%
2026-06-26 · AMD · AMD is expected to lead in HBM intensity per chip: AMD MI500 Arcadia: 768GB
2026-06-25 · AMD · $AMD 2nm Venice CPU could rise from 1.25mn units in 2026 to 6.75mn units in 2027
2026-06-24 · AMD · UBS lifts $AMD to $670 from $455
2026-06-24 · ARM Holdings · ARM takes around 70% of the head-node server TAM by 2030