内存公司

6 atoms · 跨 3 天 · 首见 2026-05-26 · 最近 2026-06-12

三色: 🟦 fact 2 · 🟥 take 4 · stance ▲3/▼1/◆0

来源: X 6

时态: fresh:6

标签: 好观点:3 · 好数字:3

叙事 (narrative) (1)

• 2026-05-26 · 资本开支周期状态
  Memory companies is in the middle of a capex cycle that's going accelerate
  tags: 好观点 · → daily
  value: direction=middle of a capex cycle that's going to accelerate

预测 (forecast) (3)

• 2026-06-12 · 营收增长率
  Triple digit growth.
  tags: 好数字 · → daily
  value: qty=三位数
• 2026-06-12 · 定价权预期
  We're going to see mega pricing power.
  tags: 好观点 · → daily
  value: direction=上行
• 2026-05-30 · NVDA自产内存信号是股价顶部
  Would probably signal the top for the other memory companies
  tags: 好观点 · → daily

事实 (fact) (2)

• 2026-06-12 · 四年前营收变化
  4 years ago, all these memory companies saw their revenue get cut in half.
  tags: 好数字 · → daily
  value: qty=减半
• 2026-06-12 · 产能扩张周期
  It takes 3-4 years to expand capacity.
  tags: 好数字 · → daily
  value: qty=3-4年

时间轴 (近 20)

• 2026-06-12 · forecast · 营收增长率 · → daily
• 2026-06-12 · fact · 四年前营收变化 · → daily
• 2026-06-12 · fact · 产能扩张周期 · → daily
• 2026-06-12 · forecast · 定价权预期 · → daily
• 2026-05-30 · forecast · NVDA自产内存信号是股价顶部 · → daily
• 2026-05-26 · narrative · 资本开支周期状态 · → daily

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