載入中…
無法載入資料
教育型研究
瑞昱
★ ALLIED2379
2.45
SNOWFLAKE · 六軸研究評分
複合評分覽表
評分基準日 2026-09-11
Axis 1 · 宏觀與產業
20
待解析
Axis 2 · 估值與週期
60
Axis 3 · 護城河與品質
100
Axis 4 · 成長與動能
24
Axis 5 · 風險控制
52
RESEARCH REPORT · 公開研究報告
研究報告
護城河敘事
網通 IC（乙太網路/WiFi）全球前三，規模效率顯著；PC 音效晶片超高市佔形成寡佔護城河；多產品線組合降低單一週期風險；成本競爭力支撐穩定毛利率。
風險因素
- Broadcom/Marvel 高端競爭
- PC 需求下行週期
- WiFi 7 規格切換
同業比較
- Marvell MRVL
- Broadcom AVGO
- MediaTek 2454
催化劑觀察
- WiFi 7 晶片出貨 > 5000萬顆/季 → 趨勢可能轉強
- 2.5G LAN 市佔穩定 > 50% → 護城河確認
- PC需求持續衰退 > 2季 → 估值評分下調
SNAPSHOT ARCHIVE · 分數歷史
分數歷史
依每次成功更新的日期排列；分數以 0–100 顯示。
| 日期 | A1 | A2 | A3 | A4 | A5 | 複合 |
|---|---|---|---|---|---|---|
| 2026-06-11 | 73 | 48 | 100 | 68 | 27 | 65 |
| 2026-06-14 | 60 | 48 | 100 | 68 | 27 | 63 |
| 2026-06-16 | 60 | 88 | 100 | 64 | 27 | 72 |
| 2026-06-18 | 40 | 60 | 100 | 60 | 27 | 61 |
| 2026-06-19 | 40 | 72 | 100 | 60 | 27 | 64 |
| 2026-06-24 | 40 | 72 | 100 | 60 | — | 64 |
| 2026-06-25 | 60 | 72 | 100 | 60 | — | 67 |
| 2026-06-26 | 40 | 72 | 100 | 60 | — | 64 |
| 2026-06-29 | 60 | 72 | 100 | 60 | — | 67 |
| 2026-06-30 | 20 | 80 | 100 | 60 | — | 63 |
| 2026-07-01 | 33 | 60 | 100 | 60 | — | 60 |
| 2026-07-02 | 20 | 48 | 100 | 60 | 52 | 55 |
| 2026-07-03 | 33 | 60 | 100 | 60 | 52 | 60 |
| 2026-07-04 | 33 | 60 | 100 | 60 | 52 | 60 |
| 2026-07-05 | 33 | 60 | 100 | 60 | 52 | 60 |
| 2026-07-06 | 0 | 88 | 100 | 52 | 52 | 60 |
| 2026-07-07 | 0 | 72 | 100 | 52 | 52 | 56 |
| 2026-07-08 | 0 | 72 | 100 | 52 | 52 | 56 |
| 2026-07-09 | 0 | 72 | 100 | 52 | 52 | 56 |
| 2026-07-17 | 0 | 88 | 100 | 52 | 52 | 60 |
| 2026-07-18 | 0 | 88 | 100 | 52 | 52 | 60 |
| 2026-07-20 | 20 | 88 | 100 | 52 | 52 | 63 |
| 2026-07-21 | 20 | 88 | 100 | 52 | 52 | 63 |
| 2026-07-22 | 0 | 88 | 100 | 52 | 52 | 60 |
| 2026-07-23 | 0 | 88 | 100 | 52 | 52 | 60 |
| 2026-07-24 | 20 | 88 | 100 | 52 | 52 | 63 |
| 2026-07-27 | 20 | 88 | 100 | 52 | 52 | 63 |
| 2026-07-30 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-07-31 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-07 | 0 | 60 | 100 | 52 | 52 | 53 |
| 2026-08-10 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-11 | 20 | 88 | 100 | 52 | 52 | 63 |
| 2026-08-12 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-13 | 20 | 80 | 100 | 52 | 52 | 61 |
| 2026-08-14 | 0 | 48 | 100 | 52 | 52 | 50 |
| 2026-08-17 | 0 | 48 | 100 | 52 | 52 | 50 |
| 2026-08-18 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-19 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-20 | 20 | 48 | 100 | 52 | 52 | 53 |
| 2026-08-21 | 20 | 60 | 100 | 52 | 52 | 56 |
| 2026-08-22 | 20 | 60 | 100 | 52 | 52 | 56 |
| 2026-08-23 | 20 | 60 | 100 | 52 | 52 | 56 |
| 2026-08-24 | 20 | 60 | 100 | 52 | 52 | 56 |
| 2026-08-31 | 20 | 60 | 100 | 40 | 52 | 53 |
| 2026-09-01 | 20 | 60 | 100 | 40 | 52 | 53 |
| 2026-09-02 | 20 | 80 | 100 | 40 | 52 | 58 |
| 2026-09-03 | 20 | 60 | 100 | 36 | 52 | 52 |
| 2026-09-04 | 20 | 60 | 100 | 32 | 52 | 51 |
| 2026-09-07 | 20 | 60 | 100 | 32 | 52 | 51 |
| 2026-09-08 | 20 | 72 | 100 | 24 | 52 | 52 |
| 2026-09-09 | 20 | 60 | 100 | 24 | 52 | 49 |
| 2026-09-10 | 20 | 60 | 100 | 24 | 52 | 49 |
| 2026-09-11 | 20 | 60 | 100 | 24 | 52 | 49 |
★ Supply Chain Axis 6 · 供應鏈戰略定位
ALLIED57