3008 大立光 - 股票
By Edwina
at 2017-07-11T21:30
at 2017-07-11T21:30
Table of Contents
1. 標的：3008 大立光
2. 分類：多
3. 分析/正文：
基本面:
1) 下半年iPhone 8，預計雙鏡頭機種比率超過50%(iPhone 7s Plus, iPhone 8)，除了
直接提高大立光營收外，也將帶動安卓機種逐漸跟進雙鏡頭
2) iPhone 8的雙鏡頭將採用雙6P鏡頭，比現在的iPhone 7 Plus的5P/6P還高規格
3) 下半年或明年上半年，7P鏡頭會開始出貨，有機會帶動明年iPhone跟進
4) iPhone 8的3D sensing功能，也會提高大立光營收&技術門檻，同時3D sensing也是
未來趨勢
5) 大立光新工廠將在3Q尾開始貢獻營收，4Q顯著貢獻營收，產能提高30%以上...
6) Samsung有可能會成為大立光的客戶，如果真的成真，營收自己想像...
消息面:
1) 本週四法說會，通常法說會都會講得不錯，股價通常會漲
2) 外資券商目標價普遍在6000上下
4. 進退場機制：(非長期投資者，必須有停損機制)
昨天破新高後已進場
停利: 先看5800
停損: 基本面未改變前不停損，跌破季線加碼
-----------------------------------------
7/13 14:15
財報出來了 毛利率66% 快跑!
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