6116彩晶 - 股票
By Carol
at 2017-08-24T14:56
at 2017-08-24T14:56
Table of Contents
恭喜外資8/17攻不上去，今天終於靠自營主攻漲停了
我認為以彩晶的獲利，短時間內股價還有繼續飆的可能，但中長期來看，基本面的業績應
該會衰退
因為
（1）蘋果手機宣佈明年全部用OLED，大陸高階手機也逐步使用OLED；
（2）雙喵、鴻海、JDI等的LTPS產能吃不到蘋果，也會來跟彩晶最低階的a-Si TFT搶市場
，將來勢必被OLED和LTPS夾殺；
（3）大尺寸面板報價跌，5代廠6代廠本來大尺寸切爽爽，將來會不會改切中小尺寸，增
加市場供給？一定會！
（4）18：9全螢幕手機面板，並沒有特別的進入門檻
總之，比起越爛越噴的二線光學廠，這支還算有業績，但相較獲利能力2-3倍又較有前景
的雙喵，外資選彩晶炒是必然的，畢竟價格低股本較小，市場較有疑慮散戶比較不敢買，
最重要的是外資很愛焦師傅概念股。
小弟只敢當沖賺些便當錢，恭喜已上車的各位賺大錢。
--
我認為以彩晶的獲利，短時間內股價還有繼續飆的可能，但中長期來看，基本面的業績應
該會衰退
因為
（1）蘋果手機宣佈明年全部用OLED，大陸高階手機也逐步使用OLED；
（2）雙喵、鴻海、JDI等的LTPS產能吃不到蘋果，也會來跟彩晶最低階的a-Si TFT搶市場
，將來勢必被OLED和LTPS夾殺；
（3）大尺寸面板報價跌，5代廠6代廠本來大尺寸切爽爽，將來會不會改切中小尺寸，增
加市場供給？一定會！
（4）18：9全螢幕手機面板，並沒有特別的進入門檻
總之，比起越爛越噴的二線光學廠，這支還算有業績，但相較獲利能力2-3倍又較有前景
的雙喵，外資選彩晶炒是必然的，畢竟價格低股本較小，市場較有疑慮散戶比較不敢買，
最重要的是外資很愛焦師傅概念股。
小弟只敢當沖賺些便當錢，恭喜已上車的各位賺大錢。
--
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