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PUBLIC · 教育型研究
鴻海
★ ALLIED2317
2.15
SNOWFLAKE · 六軸研究評分
複合評分覽表
評分基準日 2026-07-27
Axis 1 · 宏觀與產業
20
Axis 2 · 估值與週期
72
Axis 3 · 護城河與品質
20
Axis 4 · 成長與動能
68
Axis 5 · 風險控制
52
RESEARCH REPORT · 公開研究報告
研究報告
護城河敘事
鴻海 護城河初評（自動）：毛利率均值 6.0%，板塊基準 8%，溢價 -2.0pp
風險因素
目前暫無可公開之研究條目。
同業比較
目前暫無可公開之研究條目。
催化劑觀察
- AI伺服器組裝份額 > ODM競爭對手 → trend 強化候選
- EV（電動車）MIH 平台訂單確認 → catalyst 觸發
- iPhone 組裝份額 < 30% → 維持無護城河
SNAPSHOT ARCHIVE · 分數歷史
分數歷史
依每次成功匯入的快照日期排列；分數以 0–100 顯示，並保留模型版本與 calculation run id。
| 日期 | A1 | A2 | A3 | A4 | A5 | 複合 | 模型 | Run |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 80 | 72 | 74 | 68 | — | 74 | schema-1.0 | 2026-05-07T13:16:36.638Z |
| 2026-05-16 | 80 | 72 | 74 | 68 | — | 74 | schema-1.0 | 2026-05-16T16:35:47.592Z |
| 2026-05-20 | 80 | 72 | 74 | 68 | — | 74 | schema-1.0 | 2026-05-20T15:56:36.090Z |
| 2026-06-11 | 73 | 48 | 20 | 68 | 52 | 45 | schema-1.1 | 2026-06-11T14:52:46.000Z |
| 2026-06-14 | 60 | 72 | 20 | 60 | 52 | 47 | schema-1.1 | 2026-06-14T07:24:19.000Z |
| 2026-06-16 | 60 | 80 | 20 | 40 | 52 | 44 | schema-1.1 | 2026-06-16T15:01:22.000Z |
| 2026-06-18 | 40 | 48 | 20 | 60 | 52 | 38 | schema-1.1 | 2026-06-18T14:57:16.000Z |
| 2026-06-19 | 40 | 80 | 20 | 68 | 52 | 48 | schema-1.1 | 2026-06-19T11:00:01.000Z |
| 2026-06-24 | 40 | 60 | 20 | 68 | — | 43 | schema-1.1 | 2026-06-24T11:00:00.000Z |
| 2026-06-25 | 60 | 88 | 20 | 68 | — | 53 | schema-1.1 | 2026-06-25T11:00:00.000Z |
| 2026-06-26 | 40 | 80 | 20 | 68 | — | 48 | schema-1.1 | 2026-06-26T11:00:01.000Z |
| 2026-06-29 | 60 | 80 | 20 | 68 | — | 51 | schema-1.1 | 2026-06-29T11:00:00.000Z |
| 2026-06-30 | 20 | 80 | 20 | 68 | — | 45 | schema-1.1 | 2026-06-30T11:00:00.000Z |
| 2026-07-01 | 33 | 48 | 20 | 68 | — | 39 | schema-1.1 | 2026-07-01T11:00:00.000Z |
| 2026-07-02 | 20 | 48 | 20 | 68 | 52 | 37 | schema-1.1 | 2026-07-02T15:19:29.000Z |
| 2026-07-03 | 33 | 80 | 20 | 68 | 52 | 47 | schema-1.1 | 2026-07-03T14:51:40.000Z |
| 2026-07-04 | 33 | 80 | 20 | 68 | 52 | 47 | schema-1.2 | 2026-07-04T11:54:57.000Z |
| 2026-07-05 | 33 | 80 | 20 | 68 | 52 | 47 | schema-1.2 | 2026-07-05T07:52:29.000Z |
| 2026-07-06 | 0 | 48 | 20 | 60 | 52 | 32 | schema-1.2 | 2026-07-06T11:00:01.000Z |
| 2026-07-07 | 0 | 80 | 20 | 60 | 52 | 40 | schema-1.2 | 2026-07-07T14:37:51.000Z |
| 2026-07-08 | 0 | 80 | 20 | 60 | 52 | 40 | schema-1.2 | 2026-07-08T15:30:55.000Z |
| 2026-07-09 | 0 | 80 | 20 | 60 | 52 | 40 | schema-1.2 | 2026-07-09T11:00:00.000Z |
| 2026-07-17 | 0 | 72 | 20 | 60 | 52 | 38 | schema-1.2 | 2026-07-17T13:29:09.000Z |
| 2026-07-18 | 0 | 72 | 20 | 60 | 52 | 38 | schema-1.2 | 2026-07-18T05:28:13.000Z |
| 2026-07-20 | 20 | 72 | 20 | 60 | 52 | 41 | schema-1.2 | 2026-07-20T11:00:01.000Z |
| 2026-07-21 | 20 | 72 | 20 | 60 | 52 | 41 | schema-1.2 | 2026-07-21T11:00:04.000Z |
| 2026-07-22 | 0 | 72 | 20 | 72 | 52 | 41 | schema-1.2 | 2026-07-22T11:00:01.000Z |
| 2026-07-23 | 0 | 72 | 20 | 68 | 52 | 40 | schema-1.2 | 2026-07-23T11:00:01.000Z |
| 2026-07-24 | 20 | 72 | 20 | 68 | 52 | 43 | schema-1.2 | 2026-07-24T11:00:02.000Z |
| 2026-07-27 | 20 | 72 | 20 | 68 | 52 | 43 | schema-1.2 | 2026-07-27T11:00:04.000Z |
★ Supply Chain Axis 6 · 供應鏈戰略定位
ALLIED57