QQ_Timmy

X · 529 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 232 · 🟥 take 297 · stance ▲227/▼37/◆32

覆盖实体 (top 10)

• NVDA — 34 atoms
• TSM — 27 atoms
• QCOM — 22 atoms
• SK Hynix — 17 atoms
• Samsung — 11 atoms
• AVGO — 9 atoms
• MU — 8 atoms
• MediaTek — 8 atoms
• 苹果首款可折疊iPhone — 7 atoms
• GUC — 7 atoms

话题分布 (top 8)

营收预测 (20) · 营收增长 (13) · 先进封装 (12) · 产能扩张 (11) · 资本支出 (10) · 技术路线 (9) · 盈利预测 (9) · 供应链 (8)

样例 atoms

• 2026-06-23 · MediaTek · the major U.S. investment bank has raised its shipment forecast for TPU v8 (ZebraFish) to 3 million units next year.
• 2026-06-23 · MediaTek · It has also upgraded the shipment forecast for the 2nm TPU in the year after next to 3 million units.
• 2026-06-23 · MediaTek · the firm has raised its EPS forecasts for next year and the year after to $146 / $308.5.
• 2026-06-23 · MediaTek · Using a 38x PE multiple for next year, the target price has been upgraded accordingly.
• 2026-06-23 · AI服务器 · Estimated AI server racks (NVL72 equivalent, including Nvidia and AMD) for 2026–2028 are: 55k / 105k / 163k, implying a 16% upward revision for next year and 20% for the year after

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