不看好聯電敢空嗎 - 股票QA

By Joseph
at 2022-06-08T15:44
at 2022-06-08T15:44
Table of Contents
安安安大家好
昨天聯電爆炸性營收公布
我馬上附上我本益比的分析
結果一大堆人說我反串
好沒關係
附上對帳單
https://i.imgur.com/D25U8ag.jpg

這樣總不是反串了吧
今天美系外資喊第二季eps會上修
目標價喊到69元
這間外資不是那個說GG 800多元那間
那間的話 笑就好了
好重點來了雖然說IC的鬼故事很多
但是你們真的有看是什麼IC嗎
我幫你們過濾了是面板IC衰退
聯電IC面板的業務根本很小好嗎
真正該擔心的是世界
聯電從去年開始成功切入車用IC
還跟日本數一數二大電動車廠合作
車用IC是所有人認為最不受衰退影響的
而聯電應該是現在台灣車用IC成熟製程裡面切入算成功的
力積電還在顧記憶體IC看到旺宏五月就已經衰退了
黃董千萬不要再跟當年一樣
錯估情勢啦
這些資訊有多少人做過功課
只會看到IC衰退就在喊二哥完蛋
二哥就是目前台灣成熟製程裡面
線圖算好看的
最有未來性的
現在不買什麼時候買
我知道很多人套在60幾
你們沒賣不就也是看好二哥發展性嗎
不然就賣阿
幹嘛不看好還繼續捏著
不覺得矛盾嗎
現在慢慢快要爬到60
股利也配的大方
抱著也不會怎樣
好如果看完我說的還是看衰聯電
來明天直接放空
看一個月後我贏還是你們贏
如果我輸了
下個月七月八號我直接在這裡道歉
你們敢嗎
不要跟某些機構
說空做多啊
-----
Sent from JPTT on my iPhone
--
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