2338 光罩 多 - 股票
By Jack
at 2018-06-01T12:52
at 2018-06-01T12:52
Table of Contents
1. 標的:2338 光罩
2. 分類:多
3. 分析/正文:
1月到現在營收持續好
5月/6月營收猜測也會很不錯
晶圓廠8/12吋都塞爆 尤其8吋
MOSFET DRIVER TDDI LOGIC POWERMOS各種搶產能 缺貨到不行
撇除高高階光罩 以上幾種40nm以上的應用 塞爆台灣光罩跟翔準
拉回就是買點 持續看好
4. 進退場機制:(非長期投資者,必須有停損機制)
停利40
停損23
--
2. 分類:多
3. 分析/正文:
1月到現在營收持續好
5月/6月營收猜測也會很不錯
晶圓廠8/12吋都塞爆 尤其8吋
MOSFET DRIVER TDDI LOGIC POWERMOS各種搶產能 缺貨到不行
撇除高高階光罩 以上幾種40nm以上的應用 塞爆台灣光罩跟翔準
拉回就是買點 持續看好
4. 進退場機制:(非長期投資者,必須有停損機制)
停利40
停損23
--
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