2357華碩 總統銷庫存多 - 股票QA
By Irma
at 2023-04-04T15:59
at 2023-04-04T15:59
Table of Contents
1. 標的：2357華碩
2. 分類：多
3. 分析/正文：
昨天總統送了貝佐斯5000台筆電。
根本就是政府幫忙清庫存順便做外交。
新聞沒說這5000台的廠牌，
但就算不是華碩，政府增加筆電的市場需求倒是滿明確的。
22/Q2結餘兩千多億庫存，一路降到一千多億了。
5000台好歹也要一億吧，
多送幾個國家就多清好幾億了。
更重要的是政府釋放出幫清庫存的消息面。
另外，23/Q1Q2會虧損這件事， 三月中股價已反應。
4. 進退場機制：長期投資，現在算相對低點了。
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