超大规模云厂商

6 atoms · 跨 3 天 · 首见 2026-06-23 · 最近 2026-06-29

三色: 🟦 fact 1 · 🟥 take 5 · stance ▲5/▼0/◆1

来源: X 2 · 卖 4

时态: fresh:6

标签: 好观点:4 · 好信源:1 · 好数字:1

叙事 (narrative) (3)

• 2026-06-29 · 未来内存供应对可见性有帮助
  Future memory supply is helpful for visibility for hyperscalers.
  tags: 好观点 · → daily
• 2026-06-29 · 与内存厂商的长期供应协议是共赢
  SCAs/LTA with memory, also good strategic moves by hyperscalers. I think of as Win/Win.
  tags: 好观点 · → daily
• 2026-06-29 · 股价相对于机会和多年代高概率增长路径过于便宜
  Stocks too cheap relative to opportunity and multi-year, high probability growth paths....
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-06-23 · 2027年资本支出中内存占比预测
  hyperscalers forecasted to spend up to 50% of 2027 capex on memory alone as per SemiAnalysis
  tags: 好信源 · → daily
  value: qty=up to 50% · date=2027

立场 (position) (1)

• 2026-06-29 · 底部判断
  BULLISH HYPERSCALERS – BOTTOM!
  tags: 好观点 · → daily

事实 (fact) (1)

• 2026-06-27 · GPU租赁小时收入
  hyperscalers are making $12/hr on GPU rentals
  tags: 好数字 · → daily
  value: qty=$12/hr

时间轴 (近 20)

• 2026-06-29 · position · 底部判断 · → daily
• 2026-06-29 · narrative · 未来内存供应对可见性有帮助 · → daily
• 2026-06-29 · narrative · 与内存厂商的长期供应协议是共赢 · → daily
• 2026-06-29 · narrative · 股价相对于机会和多年代高概率增长路径过于便宜 · → daily
• 2026-06-27 · fact · GPU租赁小时收入 · → daily
• 2026-06-23 · forecast · 2027年资本支出中内存占比预测 · → daily

← 实体目录 · 系统日志