判定: strong-sell · peers $204.33 (-37.3%) · method: comparables only

⚠ DCF unavailable: complete debt and cash evidence at a consistent date and currency is missing. Unknown net debt is not zero; eligible equity-multiple comparisons remain available. · Peers swapped to "AI custom-silicon + software" cohort: Networking + custom AI ASICs + VMware enterprise software bundle. Trades closer to mega-cap software than commodity semis.

上次更新 2026-10-30 · 資料來源：SEC EDGAR 13F、美國國會 STOCK Act 申報
非投資建議。13F 每季申報，最多落後 45 天；國會申報同樣最多落後 45 天，而且只揭露金額區間，不是精確金額。