<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/">
  <channel>
    <title>EQNR on X 智库 | 全球视野内参</title>
    <link>https://www.bullsignal.net/tags/eqnr/</link>
    <description>Recent content in EQNR on X 智库 | 全球视野内参</description>
    <generator>Hugo -- 0.154.5</generator>
    <language>zh-cn</language>
    <lastBuildDate>Thu, 19 Mar 2026 05:58:55 +0000</lastBuildDate>
    <atom:link href="https://www.bullsignal.net/tags/eqnr/index.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>📌 X 观点更新[x_fin] (2026/03/19 05:41)</title>
      <link>https://www.bullsignal.net/posts/20260319_055855/</link>
      <pubDate>Thu, 19 Mar 2026 05:58:55 +0000</pubDate>
      <guid>https://www.bullsignal.net/posts/20260319_055855/</guid>
      <description>&lt;ul&gt;
&lt;li&gt;本轮AI内存周期与历史周期逻辑迥异。过去周期依赖量增，本轮为&lt;strong&gt;容量受限&lt;/strong&gt;下的超级周期，核心产品 &lt;strong&gt;HBM&lt;/strong&gt; 溢价高达 5 倍 &lt;a href=&#34;https://x.com/StockSavvyShay/status/2034369845270286489&#34;&gt;引用[20]&lt;/a&gt;。&lt;/li&gt;
&lt;li&gt;财务表现炸裂，FQ2营收 $239亿 远超预期，净利润同比暴增 771%。Q3指引更是激进，预计营收达 $335亿，反映出公司在AI超周期中掌握极强定价权 &lt;a href=&#34;https://x.com/StockSavvyShay/status/2034360203593015460&#34;&gt;引用[8]&lt;/a&gt; [引用[10]](https://x.&lt;/li&gt;
&lt;/ul&gt;
</description>
    </item>
  </channel>
</rss>
