2464 盟立 - 股票
By Puput
at 2019-04-30T17:28
at 2019-04-30T17:28
Table of Contents
1. 標的:盟立 2464
2. 分類:多
3. 分析/正文:
感覺它是下一檔漢唐。
股本小,法人一直買。
業績不錯,訂單滿手。
製造業自動化是不可逆轉,而且不斷擴大,智能製造已是大勢所趨。
自動化大量生產,極力壓低產品單價,將是中國面對貿易戰,美國關稅壓力的策略之一。
對盟立應該是利多。
老闆工研院出身。其名言:
技術要扎實,銷售要務實,管理要真實。
4. 進退場機制:我49元上車,不下車了,打算做傳家股。請大家幫忙抬轎,感恩。
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