今天面板可以加碼了嗎? - 股票
By Audriana
at 2021-05-03T10:59
at 2021-05-03T10:59
Table of Contents
大方向也不變
目前幾個利多依然存在
1.疫情關係,全球筆電需求依然存在
2.奧運也沒說要停辦,電視需求依然存在
3.報價持續上揚,目前沒看到停止的現象
4.中國過往補貼是為了搶面板市佔,但現在搶到市占何必還要補貼?
說面板以後還是要看中國臉色的可能都沒再用腦袋
5.中國的確要擴產,但新產線至少要2年後才上線,那對現在股價也無影響
且兩年後新的電動車需求也是需要面板
今天也只是恐慌多殺多而已,面板產業本質上利多依然存在
※ 引述《grotwpig645 (張智良)》之銘言:
: 嗨 早安
: 今天面板大跌
: 彩晶亮燈啦
: 今天抄底是不是明天資金輪動回電子
: 面板又要噴發了?
: 跟陽明第一次被關一樣
: 越關越大尾
: 而且面板報價和各種外在因素
: 應該可以持續吧
: 今天加碼抄底可以嗎?
: 有沒有面板研究專家可以說明一下
--
目前幾個利多依然存在
1.疫情關係,全球筆電需求依然存在
2.奧運也沒說要停辦,電視需求依然存在
3.報價持續上揚,目前沒看到停止的現象
4.中國過往補貼是為了搶面板市佔,但現在搶到市占何必還要補貼?
說面板以後還是要看中國臉色的可能都沒再用腦袋
5.中國的確要擴產,但新產線至少要2年後才上線,那對現在股價也無影響
且兩年後新的電動車需求也是需要面板
今天也只是恐慌多殺多而已,面板產業本質上利多依然存在
※ 引述《grotwpig645 (張智良)》之銘言:
: 嗨 早安
: 今天面板大跌
: 彩晶亮燈啦
: 今天抄底是不是明天資金輪動回電子
: 面板又要噴發了?
: 跟陽明第一次被關一樣
: 越關越大尾
: 而且面板報價和各種外在因素
: 應該可以持續吧
: 今天加碼抄底可以嗎?
: 有沒有面板研究專家可以說明一下
--
Tags:
股票
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