{"id": "jukan", "name": "Jukan", "kind": "person", "bio": "供应链上游设备材料，出货与产能节点", "updated_at": "2026-10-18", "source": "Hourahead /p/jukan", "claims": [{"headline": "Jukan 认为用 Excel 表格预测需求最可笑，并质疑 2027 年后的需求建模没有意义", "published_at": "2026-10-18T23:35:27.000Z", "source_url": "https://x.com/jukan05/status/2111964407697989888", "event_id": "", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}, {"headline": "Jukan 质疑 Morgan Stanley 将 AMD GPU 2026-2030 需求预测从 1410 万下调至 800 万（-43.3%）的建模意义", "published_at": "2026-10-18T23:34:38.000Z", "source_url": "https://x.com/jukan05/status/2111964201833165250", "event_id": "ev_u0nrij2xhd", "origin_kind": "post", "role": "KOL", "theme": "资本与产业"}], "threads": [{"object": "cxmt", "title": "长鑫存储", "headline": "Jukan 质疑 CXMT Q3 净利环比仅增 1–4%，营收指引 114.69–119.69 亿元", "published_at": "2026-10-17T00:40:08.000Z", "source_url": "https://x.com/jukan05/status/2111255909385314584", "role": "KOL"}, {"object": "openai", "title": "OpenAI", "headline": "Jukan 质疑 OpenAI 年底 $110B ARR 说法", "published_at": "2026-10-15T02:18:37.000Z", "source_url": "https://x.com/jukan05/status/2110555914919112737", "role": "KOL"}, {"object": "anthropic", "title": "Anthropic", "headline": "Jukan 转述传闻：Anthropic 今日与买方进行 1:1 会谈，未披露 ARR 或估值，S-1 预计约 10/26 提交", "published_at": "2026-10-14T20:46:45.000Z", "source_url": "https://x.com/jukan05/status/2110472400550740430", "role": "转述"}]}