parent: da3fb9 | patch | commitdiff
Cai
6 days ago 129e0ebd2ca859b3463ad2c31ae335c72bace22d
refs
author Cai <cai@nbcai.cc>
Saturday, September 5, 2026 23:02 +0800
committer Cai <cai@nbcai.cc>
Saturday, September 5, 2026 23:02 +0800
commit129e0ebd2ca859b3463ad2c31ae335c72bace22d
tree dac033cb63dd8fc4330431d1f9d40000640aae80 tree | zip | gz
parent da3fb90457c961937a98000874dfc22c3f789ec6 view | diff 
刷新2026H1股票估值覆盖与半导体三子链
1 files modified
27 files added
4848 ■■■■■ changed files
ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md 14 ●●●●● diff | view | raw | blame | history
ana-data/cases/股票估值/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json 1367 ●●●●● diff | view | raw | blame | history
ana-data/cases/股票估值/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/manifest.json 23 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/中报全量复评/2026H1全量复评覆盖核对_20260905.json 126 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/中报全量复评/2026H1全量复评覆盖核对_20260905.md 41 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/估值台账/import_gaps.csv 3 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.csv 31 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.md 69 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/03888.HK/calculation/run_manifest.json 20 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/03888.HK/calculation/valuation_report.md 196 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/03888.HK/calculation/valuation_results.json 221 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/03888.HK/金山软件价格合理性评估_当前.md 196 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/03888.HK/金山软件估值快照_当前.json 166 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/09880.HK/calculation/run_manifest.json 20 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/09880.HK/calculation/valuation_report.md 197 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/09880.HK/calculation/valuation_results.json 225 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/09880.HK/优必选价格合理性评估_当前.md 197 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/09880.HK/优必选估值快照_当前.json 170 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/301566.SZ/calculation/run_manifest.json 20 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/301566.SZ/calculation/valuation_report.md 188 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/301566.SZ/calculation/valuation_results.json 211 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/301566.SZ/达利凯普价格合理性评估_当前.md 188 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json 164 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/688519.SH/calculation/run_manifest.json 20 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/688519.SH/calculation/valuation_report.md 191 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/688519.SH/calculation/valuation_results.json 229 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/688519.SH/南亚新材价格合理性评估_当前.md 191 ●●●●● diff | view | raw | blame | history
ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json 164 ●●●●● diff | view | raw | blame | history