外資認錯!喊買聯發科目標價449元 - 股票
By Steve
at 2019-09-13T14:05
at 2019-09-13T14:05
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://ec.ltn.com.tw/article/breakingnews/2913560
2.原文內容:
〔記者卓怡君/台北報導〕IC設計廠聯發科(2454)5G前景備受法人關注,美系外資先前看壞聯發科趕不上明年初的中國5G換機潮,現在出具最新報告,認為聯發科5G晶片設計執行力佳,又有台積電(2330)堅強的晶圓夥伴當靠山,聯發科毛利表現可望重回2014-2015年的高峰,將聯發科評等從中立升至優於大盤,目標價從345元調升至449元。
美系外資先前認為聯發科5G晶片MT 6885可能來不及趕上明年初的中國5G換機潮,但聯發科5G晶片MT6885在12月底隨可進入量產,在台積電7奈米晶圓產能的支援下,明年上半年聯發科在中國5G的市場佔有率可衝到30%,優於原本預估的10%。
3.心得/評論:
※必需填寫滿20字
小兒終於認錯
我大發哥5G利多不斷
加上高通5G單晶片仍狀況未明
年底前有望朝400邁進
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