3305 [昇貿]天才狂想曲-范·貝多芬 特 - 股票
By Ina
at 2021-04-07T08:15
at 2021-04-07T08:15
Table of Contents
1. 3305(昇貿$ 全球第三錫膏廠
2. 分類:多/
3. 分析/正文:3305(昇貿$ 全球第三錫膏廠
今天還是會先推昇貿
這次一樣講重點 ,想看詳細解析看之前文章
肉還很多
成長動能無限高
為什麼
1.半導體 台灣半導體有多強 大家都知道
2.封測:「很少人注意這個」
台積電 都搶著要蓋封測廠 知道的·應該知道在講什麼
https://i.imgur.com/qZIngia.jpg
3.其實大家要多多注意 美光 聯發科 台積電 馬斯克 言盡
4.全球Startling 計畫 不管亞馬孫 還是誰來搶市場都好
市場越來越大,昇貿家的高階材料就是需要
封測要 、Starink也要 、材料漲價「毛利率大增」
半導體 也需要
然後一樣貼上之前
訂單滿到年底「這肯定是股價推升底部動力)
2. 市場 市占率供需結構改變 (股價推得更快)
3. 為space 指定用料廠
4.原物料暴漲 (但有庫存 廉價利得)
4. 進退場機制:
1. 第一波 60-65
2.第二波80左右
3.看情況有沒有符合預期
因為噴到100以上也有可能 看看艾華 愛普..
都是300-500%
現在20-30%真的少
停損 45-50
45-50也承接
-----
Sent from JPTT on my iPhone
--
2. 分類:多/
3. 分析/正文:3305(昇貿$ 全球第三錫膏廠
今天還是會先推昇貿
這次一樣講重點 ,想看詳細解析看之前文章
肉還很多
成長動能無限高
為什麼
1.半導體 台灣半導體有多強 大家都知道
2.封測:「很少人注意這個」
台積電 都搶著要蓋封測廠 知道的·應該知道在講什麼
https://i.imgur.com/qZIngia.jpg
3.其實大家要多多注意 美光 聯發科 台積電 馬斯克 言盡
4.全球Startling 計畫 不管亞馬孫 還是誰來搶市場都好
市場越來越大,昇貿家的高階材料就是需要
封測要 、Starink也要 、材料漲價「毛利率大增」
半導體 也需要
然後一樣貼上之前
訂單滿到年底「這肯定是股價推升底部動力)
2. 市場 市占率供需結構改變 (股價推得更快)
3. 為space 指定用料廠
4.原物料暴漲 (但有庫存 廉價利得)
4. 進退場機制:
1. 第一波 60-65
2.第二波80左右
3.看情況有沒有符合預期
因為噴到100以上也有可能 看看艾華 愛普..
都是300-500%
現在20-30%真的少
停損 45-50
45-50也承接
-----
Sent from JPTT on my iPhone
--
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