SouthernValue95

X · 33 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 12 · 🟥 take 21 · stance ▲17/▼4/◆0

覆盖实体 (top 10)

• MSFT — 7 atoms
• $MU — 5 atoms
• NVDA — 4 atoms
• CXMT — 3 atoms
• Meta — 3 atoms
• AVGO — 2 atoms
• MU — 2 atoms
• Anthropic — 2 atoms
• AI capex — 2 atoms
• AWS — 1 atoms

话题分布 (top 8)

数据中心 (2) · 基础设施 (2) · 市场份额 (2) · 营收结构 (2) · 毛利率 (2) · 通胀影响 (2) · 资本回报率 (2) · 产能占比 (1)

样例 atoms

• 2026-06-23 · CXMT · Next year, CXMT capacity could reach ~17% of global DRAM capacity, up from ~13% in 2025.
• 2026-06-23 · CXMT · CXMT’s share of global bit shipment is expected to rise from 9% to 12% in 2027.
• 2026-06-23 · CXMT · the company will reach 500kwspm of wafer capacity by the end of 2028, accounting for ~17% of global DRAM supply, up from 11% in 2025.
• 2026-06-24 · MU · After some math, I think the $MU SCAs work out to floor prices ~50% lower than 2Q levels based on their RPO and comments on floor margins.
• 2026-06-25 · NVDA · Jensen is delivering deflation tokens per dollar every year. It’s memory which is the problem.

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