2344華邦電 空 - 股票

By Isla
at 2017-11-28T12:12
at 2017-11-28T12:12
Table of Contents
-------------------------------------------------------------------------
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的: 2344 華邦電
2. 分類:多/空/請益/心得
空
3. 分析/正文:
摩根士丹利(大摩)高喊記憶體業觸頂,宣布調降台積電(2330)、三星電子、Western Digi
tal評等,半導體類股一片慘綠。不過其他外資出面喊話,認為記憶體走弱可能是季節趨
勢、或摩爾法則導致,也許無須過於悲觀。
CNBC、巴倫(Barronˋs)報導(文一、文二、文三),大摩表示,近期內NAND價格壓力將增
、邏輯晶片的成長動能也會放緩,他們對全球記憶體前景抱持負面看法,判斷已經來到頂
部。分析以往的半導體週期,投資人應該在記憶體價格觸頂前3~6個月,賣出晶片股。fla
sh記憶體價格已經開始下滑,估計明年第一季起,NAND flash價格每季將跌7~15%。
昨天美光開盤跳空大跌3%就知道記憶體世界末日來了,前面漲的全都是肉可以空到底
4. 進退場機制:(非長期投資者,必須有停損機制)
停利:一路空到起漲點
停損:無
--
1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。
2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份
3.進退場機制若非長期投資,請輸入停損價,否則依板規1-1-6處份
4.若為長期投資,但無充份分析理由,將依板規1-1-5處份
4.請依格式輸入內容,未依格式者板規1-1-2砍文處份。
5.分類選填請益或心得者,進退場機制得刪去。
---------------------按ctrl+y可刪除以上內容。----------------------------
1. 標的: 2344 華邦電
2. 分類:多/空/請益/心得
空
3. 分析/正文:
摩根士丹利(大摩)高喊記憶體業觸頂,宣布調降台積電(2330)、三星電子、Western Digi
tal評等,半導體類股一片慘綠。不過其他外資出面喊話,認為記憶體走弱可能是季節趨
勢、或摩爾法則導致,也許無須過於悲觀。
CNBC、巴倫(Barronˋs)報導(文一、文二、文三),大摩表示,近期內NAND價格壓力將增
、邏輯晶片的成長動能也會放緩,他們對全球記憶體前景抱持負面看法,判斷已經來到頂
部。分析以往的半導體週期,投資人應該在記憶體價格觸頂前3~6個月,賣出晶片股。fla
sh記憶體價格已經開始下滑,估計明年第一季起,NAND flash價格每季將跌7~15%。
昨天美光開盤跳空大跌3%就知道記憶體世界末日來了,前面漲的全都是肉可以空到底
4. 進退場機制:(非長期投資者,必須有停損機制)
停利:一路空到起漲點
停損:無
--
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