2368 金像電 - 股票

By Hamiltion
at 2020-08-09T00:54

Table of Contents

1. 標的：2368 金像電

2. 分類：多/空/請益/心得

3. 分析/正文：

基本面
結合新冠肺炎+中美關係+5G交接期的時空背景
金像電的產品組合：伺服器、網通、NB板佔得優勢
連本來陸續置換掉的NB產線都滿載
Q1 EPS 0.74
Q2 大概可以到 1.1~1.2
Q3 大概也會有 1，法人評估為95%*Q2，
但目前7月營收逆勢大於6月

在疫情沒收斂 (近兩個月訂單還會穩定)
以及中美關係 (11月大選 & 高通遊說是關鍵) 未明朗尚有空間
產能還有空間 (稼動率非滿百，若需求存在，營收還沒到天花板)

基本面頗具優勢
EPS 3.5 * PE 15 = 52.5 有50的實力

籌碼面
大戶鬆脫 3% (15,000張)
而上週出貨最多的是瑞士信貸約 10,000張，
上周五開始買超 1,000張
融券快速竄高但股價仍站各線上

4. 進退場機制：(非長期投資者，必須有停損機制)

成本在 41.5
停損設定 10% -> 37
停利設定 50 獲利出一半持股，剩下看運氣斟酌

--

Tags: 股票

All Comments

By Jessica
at 2020-08-10T17:06

上下篇對作你兩位有一位要洗碗 (づ′・ω・）づ

By Rae
at 2020-08-15T00:09

上下各一篇看誰被洗臉：3

By Heather
at 2020-08-15T10:05

你的上一篇才說要空

By Dora
at 2020-08-19T20:42

對決

By Andy
at 2020-08-23T18:52

至尊對決（拉板凳

By Elma
at 2020-08-27T05:09

卡

By Audriana
at 2020-08-30T01:12

笑死是故意的嗎

By Rosalind
at 2020-09-01T21:22

笑死這篇是開分身發來對作避險的喔XDDD

By Genevieve
at 2020-09-03T14:58

至尊對決又來囉

By Queena
at 2020-09-05T15:26

繼旺宏後又一精彩捉對廝殺，置板凳！

By Emma
at 2020-09-06T07:17

在一起在一起在一起在一起在一起在一起在一起在一起

By Zanna
at 2020-09-08T09:34

兩個人都有各自的道理到底誰會贏呢

By Daph Bay
at 2020-09-12T04:54

金像黃

By Daniel
at 2020-09-13T13:32

你絕對賺爆上面那篇會成為你燃料

By Victoria
at 2020-09-17T21:34

https://i.imgur.com/WZDRcMH.jpg
做成圖片留存下週見

By Necoo
at 2020-09-22T04:53

圖片要留id 啦

By Michael
at 2020-09-25T08:14

靠邀忘記惹XD

By Daniel
at 2020-09-25T17:21

要睡公園啦啦啦啦

By Rebecca
at 2020-09-28T20:37

明明還有穩懋對決
只是有一篇被版主刪除

By Yuri
at 2020-09-30T11:28

這兩篇我覺得大概都會對短線出貨長線趨勢會向上
但那個空點停損定60真的也嘎太慘

By Vanessa
at 2020-10-01T04:13

上下對決精彩可期

By Odelette
at 2020-10-05T01:45

我覺得這篇會贏，看起來有人在守，還敢空

By Odelette
at 2020-10-06T10:24

如果不上不下算平手還是都輸？

By Annie
at 2020-10-10T05:14

至尊對決來嘍

By Bethany
at 2020-10-15T00:07

我押這邊贏

By Ursula
at 2020-10-19T17:04

賭博的必勝法就是大小都押

By Agnes
at 2020-10-21T08:36

對決看戲

By Ida
at 2020-10-23T16:14

這篇用心這邊會贏

By Yuri
at 2020-10-27T19:48

看戲多

By Yuri
at 2020-10-28T07:00

馬上進入神鬼對決

By Tracy
at 2020-10-31T23:07

笑死這根本故意的XDDD

By Mary
at 2020-11-02T18:54

這支看基本面做會很慘尤其是一堆當沖仔在那邊鬧...

By Charlotte
at 2020-11-07T13:45

對就是我這支最近做當沖真的很好賺

By Poppy
at 2020-11-11T13:32

像極了愛情

By Kama
at 2020-11-12T12:19

我只求能過前高44.25

By Edward Lewis
at 2020-11-15T14:06

勿忘旺黃事件

By Andrew
at 2020-11-19T00:16

eps估太低，pe估太高，不過短期頂點是看50沒錯

By Charlie
at 2020-11-19T09:43

pk文

By Rachel
at 2020-11-23T21:22

金項鍊發大財

By Madame
at 2020-11-27T13:09

依推文數比例佈多空單來試試

By Jake
at 2020-12-01T04:43

對決

By Elizabeth
at 2020-12-03T02:07

周一來一根大紅棒

By Mason
at 2020-12-03T23:51

我覺得可以

By Carol
at 2020-12-05T17:09

一起洗碗的可能性很高，多空雙巴

By Mason
at 2020-12-07T07:44

看戲

By Irma
at 2020-12-12T04:36

44.9上影線
37.1下引線

By Mason
at 2020-12-13T04:57

車上等抬轎

By Oliver
at 2020-12-17T15:09

你484想跟上一篇對作XD

By Steve
at 2020-12-20T21:03

頂尖對決

By Irma
at 2020-12-23T20:37

多空對決勝者VIX 疑?

By Damian
at 2020-12-26T18:12

坐等看戲

By Rae
at 2020-12-30T08:23

黃像電？

By Rae
at 2021-01-01T16:48

壓這邊

By Dorothy
at 2021-01-02T04:22

42入場，押你這邊，希望你上一篇睡公園XD

By Ula
at 2021-01-03T21:38

以PTT反指標特性推文比較多的這篇死定了 XDDD

By Annie
at 2021-01-07T03:55

馬上進行至尊對決XD

By Tom
at 2021-01-07T14:34

好精采喔

By Kelly
at 2021-01-09T21:05

這篇多軍講的比上篇空軍更有內容啊

By Freda
at 2021-01-11T08:46

A.B牌嗎

By Susan
at 2021-01-14T09:20

我星期一買這支，跟你

By Anthony
at 2021-01-18T02:38

上下篇對做精彩了

By Queena
at 2021-01-20T16:50

這隻之前盤超久生氣

By Margaret
at 2021-01-24T22:11

好好笑剛好上下篇

By Odelette
at 2021-01-27T22:36

看好你壓多

By Una
at 2021-01-31T21:37

先卡位

By Edward Lewis
at 2021-02-01T10:33

上禮拜有進跟你！做死上一篇！

By Yedda
at 2021-02-04T15:49

金項鍊不好空...沒事就噴一波

By Wallis
at 2021-02-08T13:16

上次旺宏多空對做結果收盤是平盤，這次會如何呢

By Selena
at 2021-02-09T06:40

幹笑死

By Tristan Cohan
at 2021-02-10T17:48

決鬥～

By William
at 2021-02-13T09:03

希望你贏

By Ingrid
at 2021-02-16T11:43

壓這篇贏啦

By Donna
at 2021-02-21T03:08

籌碼其實前面拉的大小摩倒滿多的我是等看營收出來
能不能噴一波

By James
at 2021-02-21T16:54

噢噢上下篇股板特有的浪漫

By Mia
at 2021-02-24T22:25

你停損的時候就是我要進場的時候 36~38接

By Annie
at 2021-02-26T10:19

說不定跌停後拉漲停，雙贏

By Wallis
at 2021-03-02T06:57

不怕不怕

By Ingrid
at 2021-03-04T01:53

推這篇你會賺喔

By Ophelia
at 2021-03-08T17:40

3037今年eps3元都噴到75了這隻至少50

By Xanthe
at 2021-03-13T13:40

支持你

By Barb Cronin
at 2021-03-14T08:08

這支主力很靠北大盤綠應給你拉紅等等空的送妳三
根漲停都行

By Brianna
at 2021-03-16T08:26

壓你正確

By Todd Johnson
at 2021-03-21T06:52

金項鍊

By Suhail Hany
at 2021-03-22T02:09

金項鍊

By Oliver
at 2021-03-22T09:18

之前八條金項鍊，信心看他上50

By Callum
at 2021-03-22T22:05

至尊對決

By Andrew
at 2021-03-24T21:54

這支大戶有夠靠背洗盤洗到你懷疑人生

By Heather
at 2021-03-28T17:10

這支主力不是普通靠北，猜明天收綠

By Aaliyah
at 2021-03-31T07:46

只能說要有耐心而且不要用融資

By Sierra Rose
at 2021-03-31T19:23

星期一跟你一張~~

By Ingrid
at 2021-04-04T01:58

同樣看多（笑

By Susan
at 2021-04-06T09:42

跟你五張

By Hardy
at 2021-04-06T18:20

對賭有趣

By Susan
at 2021-04-07T17:09

跟你一張

By Zanna
at 2021-04-09T13:21

精彩了上下篇

By Daph Bay
at 2021-04-13T18:56

主力很故意ㄟ明天大怒神

By Leila
at 2021-04-17T06:55

綜藝大集合，選邊站囉

By Faithe
at 2021-04-20T09:39

筆電部份，再來幾個月會下來喔，EPS絕對不是x0.9
不過2Q也不會只有1元啦

By Jack
at 2021-04-25T04:37

https://i.imgur.com/d9oekgG.jpg

By Sierra Rose
at 2021-04-25T16:34

置板凳看戲

By Genevieve
at 2021-04-26T05:38

噴起來！

By Kama
at 2021-04-27T10:40

你贏惹

By David
at 2021-04-28T00:02

你贏了

By Delia
at 2021-04-29T16:59

開噴囉

By Joseph
at 2021-05-04T07:34

噴啦

By Heather
at 2021-05-05T23:06

快亮燈

By Zanna
at 2021-05-08T13:41

開噴

By Dinah
at 2021-05-13T05:28

噴

By Anonymous
at 2021-05-14T02:46

多空雙巴，開高走低

By Iris
at 2021-05-17T05:11

今天追的全套牢 XDDD 早說被當沖客玩壞了

By Megan
at 2021-05-19T00:50

多空雙巴場外至尊對決被盯上ㄖ

By Sarah
at 2021-05-20T17:32

當沖客？真以為這隻當沖客這麼多？xD

By Susan
at 2021-05-22T17:53

到底

By Kyle
at 2021-05-26T06:23

慘戶真可憐被瘋狂倒貨怒噓

By Rosalind
at 2021-05-27T22:32

別再發做多文了救救可悲的股版慘戶

By Jake
at 2021-05-28T08:29

結果上下兩篇都贏

By Edward Lewis
at 2021-05-29T22:31

利多拉高出貨，36~38接

By Agnes
at 2021-06-03T19:09

這支是做當沖沒錯啊當沖排行榜第三名

By Agnes
at 2021-06-04T05:22

沖兩三個禮拜了你現在才進場喊被套牢啊？

By Megan
at 2021-06-08T02:19

可能小的功力不夠深，盤中五檔加籌碼只看大量隔日沖
跟大戶散戶跟本旁邊亂而已

By Lily
at 2021-06-09T16:04

老早進場了，晚進場的人套短而已

By Elizabeth
at 2021-06-13T02:25

我要跟哪邊阿

By Adele
at 2021-06-18T02:16

https://i.imgur.com/VFlzY6i.jpg

By Puput
at 2021-06-22T21:11

真猛

By Quintina
at 2021-06-25T14:02

恭喜你完勝

By Wallis
at 2021-06-29T19:14

贏了

By Frederic
at 2021-07-02T07:08

nice~

2368 金像電 - 股票

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