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valuations
估值紀錄
每筆估值都把假設、敏感度表、供應鏈錨點寫進 DB,xlsx 為人類可讀副本。
台積電
2330.TW
2026-05-24
method
Comps · EV/EBITDA
implied (mid)
NT$1,850
reference
NT$2,255
upside
↓ 18.0%
聯發科
2454.TW
2026-05-24
method
Comps · P/E
implied (mid)
NT$4,000
reference
NT$3,860
upside
↑ 3.6%
Nokia
NOK
2026-05-24
method
Comps · P/E
implied (mid)
$10.50
reference
$7.20
upside
↑ 45.8%
NVIDIA
NVDA
2026-05-24
method
Comps · P/E
implied (mid)
$257
reference
$215
upside
↑ 19.4%
台積電
2330.TW
2026-05-24
method
Comps · P/E
implied (mid)
NT$1,993
reference
NT$2,255
upside
↓ 11.6%
Micron Technology
MU
2026-05-21
method
Comps · P/E
implied (mid)
$1,008
reference
$731
upside
↑ 37.8%
Advanced Micro Devices
AMD
2026-05-14
method
DCF
implied (mid)
$97.56
reference
$449
upside
↓ 78.3%