主動神隊友
07/02

比較分析

mock-similarity-v1

比較兩檔 ETF 的共同持股、差異持股與相似度矩陣。

Composite
55%
Jaccard
42%
Cosine
79%
Weight Similarity
49%

共同持股 (27)

股票左側權重右側權重差異
2308 台達電0.53%3.04%-2.51pp
3037 欣興3.68%1.73%+1.95pp
SNDK US SANDISK CORP5.09%6.94%-1.85pp
2383 台光電2.78%1.62%+1.16pp
6997 JP NIPPON CHEMI-CON CORP2.15%1.08%+1.07pp
VSH US VISHAY INTERTECHNOLOGY INC1.87%0.96%+0.91pp
LITE US LUMENTUM HOLDINGS INC2.65%3.46%-0.81pp
6920 JP LASERTEC CORP1.33%0.54%+0.79pp
MRVL US MARVELL TECHNOLOGY INC3.41%2.69%+0.72pp
COHR US COHERENT INC1.08%1.78%-0.70pp
BE US BLOOM ENERGY CORP- A3.46%2.79%+0.67pp
AMD US ADVANCED MICRO DEVICES.amd us(超微半導體公司)5.63%4.98%+0.65pp
8035 JP TOKYO ELECTRON LTD2.08%1.47%+0.61pp
6981 JP MURATA MANUFACTURING CO LTD3.72%3.23%+0.49pp
2303 聯電1.54%1.12%+0.42pp
AMAT US APPLIED MATERIALS INC3.34%2.93%+0.41pp
6976 JP TAIYO YUDEN CO LTD4.02%4.39%-0.37pp
2454 聯發科2.95%2.61%+0.34pp
4062 JP IBIDEN CO LTD2.01%2.30%-0.29pp
MU US MICRON TECHNOLOGY INC6.66%6.38%+0.28pp
STM US STMICROELECTRONICS NV-NY SHS1.77%1.60%+0.17pp
WDC US WESTERN DIGITAL CORP2.86%2.70%+0.16pp
2330 台積電1.69%1.83%-0.14pp
6223 旺矽1.09%0.96%+0.13pp
3436 JP SUMCO CORP1.08%1.19%-0.11pp
6274 台燿0.98%0.94%+0.04pp
285A JP KIOXIA HOLDINGS CORP5.63%5.62%+0.01pp

只在 00988A

只在 00990A

Similarity Matrix