股价变化 = 估值变动 × 盈利增长 × 回购效应。这不是模型，是恒等式。 本站把它反过来用：算出今天的价格要求公司做到什么。
数据更新于 2026-11-03 · 每 10 天自动重新抓取 · 数据与方法
| 标的 | 当前 PE | 隐含增速 | 可付溢价 | 回购率 | 股息率 |
|---|---|---|---|---|---|
| TSLA Tesla | 443.8x | +105.5% | -96% | -0.5% | 0.0% |
| PLTR Palantir | 159.2x | +79.2% | -92% | -7.6% | 0.0% |
| PANW Palo Alto Networks | 879.3x | +67.7% | -89% | -3.7% | 0.0% |
| SHOP Shopify | 105.6x | +54.9% | -84% | -1.0% | 0.0% |
| HTHT H World Group | 36.1x | +20.5% | -42% | -1.4% | 4.5% |
| CCI Crown Castle | 35.0x | +17.8% | -35% | -0.2% | 4.9% |
| TSM 台积电（ADR） | 25.8x | +14.8% | -26% | -0.0% | 0.9% |
| NVDA NVIDIA | 25.5x | +14.1% | -24% | +0.7% | 0.5% |
| 9633.HK 农夫山泉 | 26.4x | +13.5% | -22% | -0.0% | 2.6% |
| ENB Enbridge | 26.3x | +13.0% | -20% | -2.5% | 5.7% |
| NTAP NetApp | 26.1x | +12.8% | -20% | +3.0% | 1.1% |
| AMZN Amazon | 19.9x | +12.1% | -17% | -2.0% | 0.0% |
| MAR Marriott | 41.5x | +11.7% | -15% | +5.7% | 0.7% |
| ACGL Arch Capital | 8.9x | +11.4% | -14% | +0.2% | 0.0% |
| WMT Walmart | 44.8x | +11.3% | -14% | +0.7% | 0.8% |
| 9988.HK Alibaba | 24.7x | +10.2% | -10% | +3.1% | 1.0% |
| D05.SI 星展银行 DBS | 12.1x | +9.9% | -8% | -0.2% | 4.4% |
| RCL Royal Caribbean | 19.0x | +9.6% | -7% | -2.4% | 1.9% |
| LKNCY Luckin Coffee | 18.6x | +9.1% | -5% | -0.7% | 0.0% |
| COST Costco | 50.1x | +8.8% | -4% | -0.0% | 0.6% |
| AAPL Apple | 37.7x | +8.8% | -4% | +2.8% | 0.3% |
| WRB W.R. Berkley | 15.6x | +8.4% | -2% | +1.6% | 0.5% |
| EPD Enterprise Products Partners | 12.3x | +7.7% | +1% | +0.2% | 6.0% |
| JBL Jabil | 27.3x | +7.1% | +4% | +7.7% | 0.1% |
| MCK McKesson | 26.8x | +7.1% | +4% | +4.4% | 0.4% |
| 600519.SS 贵州茅台 | 22.5x | +6.7% | +6% | +0.1% | 3.6% |
| LNG Cheniere Energy | 22.2x | +6.4% | +8% | +4.6% | 0.8% |
| 7974.T Nintendo | 19.9x | +6.1% | +9% | +0.1% | 2.7% |
| HLT Hilton | 48.2x | +6.1% | +9% | +4.9% | 0.2% |
| HCI HCI Group | 8.7x | +5.6% | +12% | -14.3% | 0.8% |
| V Visa | 34.5x | +5.3% | +13% | +5.0% | 0.6% |
| FTNT Fortinet | 41.2x | +5.0% | +15% | +1.7% | 0.0% |
| 3750.HK 宁德时代（H） | 15.6x | +5.0% | +15% | -1.4% | 1.1% |
| TDG TransDigm Group | 36.8x | +4.9% | +16% | +0.0% | 0.0% |
| MA Mastercard | 33.4x | +4.3% | +19% | +2.3% | 0.5% |
| APP AppLovin | 17.6x | +4.3% | +19% | +2.7% | 0.0% |
| MNSO MINISO（名创优品 ADR） | 17.7x | +4.1% | +20% | -0.3% | 3.6% |
| ORLY O'Reilly Automotive | 27.8x | +4.1% | +20% | +4.2% | 0.0% |
| MSFT Microsoft | 26.5x | +3.2% | +26% | +0.1% | 0.8% |
| EQIX Equinix | 59.7x | +2.7% | +28% | -2.2% | 2.1% |
| LVMUY LVMH (ADR) | 16.8x | +2.7% | +29% | +0.3% | 3.4% |
| MCD McDonald's | 21.6x | +2.4% | +31% | +1.1% | 2.9% |
| BRK-B Berkshire Hathaway B | 14.0x | +1.7% | +35% | +0.7% | 0.0% |
| 0300.HK 美的集团 | 13.8x | +1.2% | +39% | -3.8% | 5.0% |
| 0388.HK 香港交易所 | 24.1x | +1.0% | +40% | +0.0% | 4.0% |
| NOW ServiceNow | 75.2x | +0.6% | +43% | -0.9% | 0.0% |
| GOOGL Alphabet | 20.5x | +0.4% | +44% | +2.4% | 0.3% |
| META Meta Platforms | 20.7x | +0.3% | +44% | +1.6% | 0.3% |
| NEE NextEra Energy | 15.3x | -0.2% | +49% | -1.6% | 2.9% |
| 0005.HK 汇丰控股 | 11.2x | -0.2% | +49% | +4.2% | 4.4% |
| 0700.HK Tencent | 14.0x | -0.5% | +50% | +1.6% | 1.4% |
| PGR Progressive | 11.8x | -1.1% | +56% | -0.1% | 0.2% |
| 3606.HK 福耀玻璃（H） | 14.7x | -1.2% | +56% | +0.1% | 4.9% |
| ADSK Autodesk | 33.5x | -1.3% | +57% | +0.5% | 0.0% |
| KNSL Kinsale Capital | 16.5x | -1.3% | +57% | -0.2% | 0.3% |
| 2020.HK ANTA Sports | 12.4x | -1.8% | +61% | -1.5% | 3.4% |
| 9992.HK Pop Mart | 12.6x | -2.4% | +66% | +0.8% | 2.0% |
| DPZ Domino's Pizza | 17.8x | -2.5% | +66% | +1.7% | 2.5% |
| NKE Nike | 18.8x | -3.0% | +71% | +1.9% | 4.2% |
| AMT American Tower | 26.5x | -3.1% | +72% | -0.4% | 3.8% |
| DIS Disney | 23.3x | -4.6% | +86% | +0.3% | 1.3% |
| CHA Chagee Holdings | 12.8x | -4.7% | +87% | +5.3% | 0.0% |
| PDD PDD Holdings | 9.2x | -4.9% | +89% | -1.0% | 0.0% |
| TCOM Trip.com（携程 ADR） | 8.3x | -5.9% | +100% | -2.1% | 0.0% |
| TME Tencent Music | 10.9x | -6.3% | +103% | +1.3% | 2.7% |
| FUTU 富途控股 | 10.2x | -6.6% | +106% | +0.6% | 2.5% |
| 2899.HK 紫金矿业（H） | 9.2x | -7.9% | +122% | -0.9% | 3.4% |
| LULU Lululemon | 8.9x | -8.7% | +132% | +2.4% | 0.0% |
| NVO Novo Nordisk (ADR) | 9.9x | -9.0% | +135% | +0.7% | 4.4% |
| BKNG Booking Holdings | 17.0x | -9.8% | +146% | +6.6% | 1.1% |
| NFLX Netflix | 18.0x | -10.1% | +150% | +1.3% | 0.0% |
| 6690.HK 海尔智家（H） | 9.7x | -10.6% | +157% | +0.2% | 6.5% |
| 1024.HK 快手 | 6.9x | -12.1% | +180% | -1.1% | 2.5% |
| CHTR Charter Communications | 3.0x | -18.9% | +320% | +5.7% | 0.0% |
| VIPS Vipshop（唯品会 ADR） | 4.3x | -28.0% | +658% | +7.2% | 4.7% |
| 1969.HK China Chunlai Education | 1.1x | -38.0% | +1506% | -0.2% | 0.0% |
按 10% 年化门槛计算，要求最高的是 Tesla（TSLA）： 443.8 倍估值隐含 +105.5% 的利润年增长要求。 要求最低的是 China Chunlai Education（1969.HK）： 1.1 倍，隐含 -38.0%。
隐含增速低不等于便宜——它同样可能意味着市场 认为这门生意正在萎缩。这个工具只负责把价格的要求摊开，判断仍然是你的事。