3025 星通 阿姨概念 多 - 股票QA

By Tracy
at 2023-05-19T17:52
at 2023-05-19T17:52
Table of Contents
這間做通訊交換機的,主要用在電信骨幹
雖然算在網通概念股
但跟現代高速網路設備沒什麼關聯
主要的國內客戶還是中華電信
GE簽約指的應該是子公司Alstom
是負責電力網路這塊的
牽線牽了好幾年,大概最近才標到案子
他們的電信產品有獨占性,價格也有優勢
但通常都是賺一波然後蹲十年
技術上也沒有什麼突破點
如果沒有可靠消息的話最好別碰
這種看到新聞才進場的都是當韭菜而已
--
雖然算在網通概念股
但跟現代高速網路設備沒什麼關聯
主要的國內客戶還是中華電信
GE簽約指的應該是子公司Alstom
是負責電力網路這塊的
牽線牽了好幾年,大概最近才標到案子
他們的電信產品有獨占性,價格也有優勢
但通常都是賺一波然後蹲十年
技術上也沒有什麼突破點
如果沒有可靠消息的話最好別碰
這種看到新聞才進場的都是當韭菜而已
--
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