3138 耀登 - 股票
By Barb Cronin
at 2020-10-08T09:57
at 2020-10-08T09:57
Table of Contents
1. 標的:3138 耀登(興櫃 待上市)
2. 分類:多/空/請益/心得
長多 5G概念股
3. 分析/正文:
耀登今年九月獲准準備在年底上市 目前為興櫃
十月底有上市業績說明會 估計會有一波行情
同為近期興櫃即將上市的股票
不同於藏壽司與汎德高調
耀登5G營收開始成長 估計2021-2022為5G需求爆發年
關鍵技術毫米波成束陣列模組
且與車用晶片英飛凌合作
未來5G在車用 互聯網的應用 營收有機會在上一層樓
隱憂:目前營收還是以中國為主 毫米波目前主力為美國
其他國家還是以SUB 6G為主
4. 進退場機制:(非長期投資者,必須有停損機制)
現價 104-105
停損 95
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