股票 - 股票
By Regina
at 2021-02-23T16:59
at 2021-02-23T16:59
Table of Contents
原文標題:面板雙虎友達、群創賺不停! 美銀喊22元、20元驚天價
原文連結:https://reurl.cc/YW09dl
發布時間:2021-02-23 11:30 經濟日報 / 記者趙于萱/即時報導
==================================
原文內容:
看好美國消費力道回春,美銀證券翻多成衣代工大廠儒鴻評等外,同步拉升面板雙虎友達
(2409)、群創(3481)財測。美銀指出,美國消費反彈強於預期,中國消費動能也逐步
好轉,使面板主要的IT、電視兩大需求增長高出預期,有利友達、群創獲利更上層樓,將
雙雄目標價齊步拉升到「二字頭」的22元、20元。
上述美銀對友達目標價,追平摩根士丹利喊出的22元,並列對友達最樂觀的外資券商;對
群創的20元目標價則是外資圈最高。友達、群創今(23)日早盤隨大盤下跌後,跌幅收斂
,股價高檔有撐。
心得/評論:
一個月前,瑞銀喊價戀人15塊,現價已經18塊了,離目標價22元,還有預期18%漲幅。
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