Research Archive
Every research snapshot, preserved.
Each dated report has its own immutable page, so older theses remain readable even after the company page moves to a newer view.
AN 
Arista Networks ANET · 2026-10-05
偏贵 80 AN 
Anthropic ANTHROPIC · 2026-10-05
明显贵 53 00 
SK hynix 000660.KS · 2026-10-04
合理，接近偏贵 76 AA 
Apple AAPL · 2026-10-04
偏贵 86 AV 
Broadcom AVGO · 2026-10-04
合理偏便宜 84 BR 
Berkshire Hathaway BRK.B · 2026-10-04
合理 81 CR 
CoreWeave CRWV · 2026-10-04
合理偏贵，不属于明显便宜 58 GO 
Alphabet GOOGL · 2026-10-04
Not rated 86 IB 
Interactive Brokers IBKR · 2026-10-04
偏贵 / 接近合理价值上沿 79 ME 
Meta Platforms META · 2026-10-04
偏贵，缺乏明确安全边际。 69 MS 
Microsoft MSFT · 2026-10-04
合理偏贵，不是明显便宜 84 MS 
Strategy MSTR · 2026-10-04
合理 44 MU 
Micron Technology MU · 2026-10-04
合理偏便宜，不属于无条件低估 80 NB 
Nebius Group NBIS · 2026-10-04
合理，但安全边际不足 64 NF 
Netflix NFLX · 2026-10-04
便宜 85 OR 
Oracle ORCL · 2026-10-04
合理 64 PL 
Palantir PLTR · 2026-10-04
明显贵 81 SI 
Sivers Semiconductors SIVE · 2026-10-04
明显贵 42 SN 
Sandisk SNDK · 2026-10-04
合理偏贵；只有在高毛利和 NBM 长约可持续的前提下才显得便宜 74 SP 
SpaceX SPACEX · 2026-10-04
明显贵 56