5434崇越 - 股票
By Rachel
at 2019-07-01T21:31
at 2019-07-01T21:31
Table of Contents
1. 標的:5434 崇越
2. 分類:多
3. 分析/正文:
(1)日系半導體矽晶圓廠已和主要客戶簽訂三年長約, 期貨部份。
矽晶圓供給未明顯擴增,短期市況波動是因美中貿易戰不確定性高所致, 一旦
美中達成協議, 消除不確定性,矽晶圓應會立刻漲價(現貨部份)。
(2)崇越集團這次以安永生技、安永生活事業和安永樂活三家公司,首度以「安永集團
ANYO ROUP」參展。
(3)沒有投資棒球隊的疑慮,是另一家3388投資的。
(4)帶量站上季線,可惜是量不夠大,可以再追蹤一下。
4. 進退場機制:(非長期投資者,必須有停損機制)
長期投資 站上100分段出貨
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