《光電股》環球晶400元拉鋸,外資:長約 - 股票

By Blanche
at 2018-08-18T12:56
at 2018-08-18T12:56
Table of Contents
看半年報跟Q3財報可以知道今年矽晶圓產商都是賺
那為何跌
看看最近各大類股跟國際股市可以看出端倪
幾乎都是跌
是中美貿易大戰引起的短線超跌
下周起就反彈補漲
※ 引述《kksis (流浪人生)》之銘言:
: 我看了這一篇文章覺得是出貨文原因如下
: 目前在洽談的2021至2025年長約中價格都會比2020年合約價好,這個很好沒有錯
: 但關鍵字是許多客戶怕拿不到料,所以想先預訂產能,「但已簽長約者仍屬少數」,這段
: 字真的太重要了
: 客戶想先預訂產能,但簽約者少數,這很關鍵,我的解讀是矽晶圓超漲了,未來價格可能
: 會修正,我不是阿呆去跟你簽價格比2020年還高的長約。
--
那為何跌
看看最近各大類股跟國際股市可以看出端倪
幾乎都是跌
是中美貿易大戰引起的短線超跌
下周起就反彈補漲
※ 引述《kksis (流浪人生)》之銘言:
: 我看了這一篇文章覺得是出貨文原因如下
: 目前在洽談的2021至2025年長約中價格都會比2020年合約價好,這個很好沒有錯
: 但關鍵字是許多客戶怕拿不到料,所以想先預訂產能,「但已簽長約者仍屬少數」,這段
: 字真的太重要了
: 客戶想先預訂產能,但簽約者少數,這很關鍵,我的解讀是矽晶圓超漲了,未來價格可能
: 會修正,我不是阿呆去跟你簽價格比2020年還高的長約。
--
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