3D感測股跌深反彈 - 股票
By Hedwig
at 2018-04-28T15:44
at 2018-04-28T15:44
Table of Contents
1.原文連結:https://goo.gl/dQrkv6
※過長無法點擊者必須縮網址
2.原文內容:
砷化鎵大廠全新(2455)股價下跌,市場搶先預測到財報優於預期,昨(27)日攻上漲停
,環宇-KY(4991)、訊芯-KY(6451)、晶電(2448)等3D感測族群聯袂勁揚逾2%,法
人表示,3D感測長線趨勢不變,個股跌深成為最大利多,可望續有表現。
全新昨日攻上漲停收94.6元,產業法人指出,除了跌深,也應與晶電於台北國際照明展
上說詞有關。晶電與全新都積極爭取成為Lumentem的上游供應商,但晶電透露所有製程已
就緒,持續等待認證,加上晶電的製程涵蓋下游,有反過來成為Lumentem敵手的疑慮,引
發市場揣測這次的競爭可望由全新勝出,帶動3D感測話題再度成為市場焦點。
收盤後,全新公布第一季獲利表現,毛利率37.52%、每股盈餘0.61元,皆優於預期,
市場提前預測到財報不俗,搶先卡位。
產業法人指出,穩懋受智慧型手機市場不如預期,第一季獲利季減45%,但第二季是手
機射頻元件(PA)的傳統備貨旺季,也是激勵買盤重新回籠的主因。
受兩大指標股跌深反彈,3D感測族群股價同步回神,法人買超全新2,894張最多,其中
外資連4日大買8,398張,漲3.01%的環宇-KY,外資也以連4買力挺,封測廠訊芯-KY有望
入選「中國製造2025」綠色製造名單利多,法人回補150張。
大昌投顧認為,3D感測長線趨勢不變,不僅有非蘋手機陣營積極切入,1月底統一超的
X-STORE採人臉辨識消費、近期大陸有62座機場將採取人臉辨識無紙通關,3D感測需求越
來越大,相關個股跌深後,出現「跌深就是最大利多」的反彈行情,吸引買盤持續卡位。
(新聞來源:工商時報─記者涂憶君/台北報導)
3.心得/評論:2448從67.3跌到38.2,等於是除息了$29.1,現在買進等他填息回去
根本賺翻,這位記者總結的實在是有夠有眼光,
跌深就是最大利多
列車一旦開啟,絕對是一路不回頭喔!
--
Tags:
股票
All Comments
By Todd Johnson
at 2018-05-02T22:30
at 2018-05-02T22:30
By Edward Lewis
at 2018-05-05T02:40
at 2018-05-05T02:40
By Zora
at 2018-05-09T18:46
at 2018-05-09T18:46
By Ingrid
at 2018-05-12T21:06
at 2018-05-12T21:06
By Ida
at 2018-05-16T19:26
at 2018-05-16T19:26
By Quintina
at 2018-05-17T18:20
at 2018-05-17T18:20
By Quanna
at 2018-05-20T07:41
at 2018-05-20T07:41
By Donna
at 2018-05-20T21:05
at 2018-05-20T21:05
By Catherine
at 2018-05-23T08:49
at 2018-05-23T08:49
By Sandy
at 2018-05-26T02:18
at 2018-05-26T02:18
By Necoo
at 2018-05-29T05:34
at 2018-05-29T05:34
By Mia
at 2018-06-02T05:52
at 2018-06-02T05:52
By Yuri
at 2018-06-03T02:07
at 2018-06-03T02:07
By Lydia
at 2018-06-05T05:05
at 2018-06-05T05:05
By Lily
at 2018-06-06T12:14
at 2018-06-06T12:14
By Zenobia
at 2018-06-10T04:08
at 2018-06-10T04:08
By Jacob
at 2018-06-15T01:41
at 2018-06-15T01:41
By Lydia
at 2018-06-15T02:42
at 2018-06-15T02:42
By Una
at 2018-06-18T09:47
at 2018-06-18T09:47
By Margaret
at 2018-06-20T02:16
at 2018-06-20T02:16
By Margaret
at 2018-06-22T08:54
at 2018-06-22T08:54
By Margaret
at 2018-06-26T09:30
at 2018-06-26T09:30
By Belly
at 2018-06-29T19:06
at 2018-06-29T19:06
By Ethan
at 2018-07-02T15:02
at 2018-07-02T15:02
By Xanthe
at 2018-07-07T05:55
at 2018-07-07T05:55
By Cara
at 2018-07-08T14:24
at 2018-07-08T14:24
By Elvira
at 2018-07-09T12:45
at 2018-07-09T12:45
By Andrew
at 2018-07-12T17:32
at 2018-07-12T17:32
By Hedda
at 2018-07-15T11:37
at 2018-07-15T11:37
By Michael
at 2018-07-19T23:28
at 2018-07-19T23:28
By Bennie
at 2018-07-22T04:04
at 2018-07-22T04:04
By Carolina Franco
at 2018-07-22T12:46
at 2018-07-22T12:46
By Noah
at 2018-07-23T06:12
at 2018-07-23T06:12
By Ula
at 2018-07-24T14:06
at 2018-07-24T14:06
By Annie
at 2018-07-24T15:49
at 2018-07-24T15:49
Related Posts
經濟日報 / 證券 / 市場焦點
By Vanessa
at 2018-04-28T13:57
at 2018-04-28T13:57
3515 6150
By Jake
at 2018-04-28T13:17
at 2018-04-28T13:17
大盤 (多)
By Leila
at 2018-04-28T13:01
at 2018-04-28T13:01
存股領股息
By Kumar
at 2018-04-28T12:44
at 2018-04-28T12:44
存股選擇0056和中華電會存哪個?
By Mason
at 2018-04-28T12:33
at 2018-04-28T12:33