ren_stocks

X · 31 atoms · 2026-06-09 → 2026-06-26 · 信用档先验 cred3

🟦 fact 15 · 🟥 take 16 · stance ▲15/▼0/◆1

覆盖实体 (top 10)

• AAOI — 9 atoms
• Apple — 4 atoms
• MU — 4 atoms
• Nebius — 4 atoms
• DRAM价格 — 2 atoms
• Memory — 2 atoms
• AI infrastructure — 1 atoms
• Kospi — 1 atoms
• 记忆体超级周期 — 1 atoms
• SIVE — 1 atoms

话题分布 (top 8)

投资策略 (4) · 营收预测 (3) · 营收增长 (3) · 产能计划 (2) · 管理层表态 (2) · 季度数据 (2) · 价格预测 (2) · 长期订单 (2)

样例 atoms

• 2026-06-24 · AAOI · The CEO's words: "MOCVD is on complete backlog."
• 2026-06-25 · Memory · DRAM prices are set to climb another 58-63% this quarter
• 2026-06-25 · Micron · Micron just locked in $22B of long-term commitments
• 2026-06-26 · Nebius · ARR scaling to $7-9B
• 2026-06-24 · AAOI · Management confirmed demand exceeds supply through at least mid-2027.

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