大摩:鴻海股票具防禦性 維持優於大盤 - 股票QA

Ula avatar
By Ula
at 2022-06-01T11:50

Table of Contents


原文標題:大摩:鴻海股票具防禦性 維持優於大盤

原文連結:https://ec.ltn.com.tw/article/breakingnews/3945848

發布時間:2022-6-1

記者署名:

原文內容:

摩根士丹利(Morgan Stanley,大摩)報告表示,整體經濟逆風和消費電子需求放緩對科
技供應鏈的影響不可避免。在市場波動的情況下,大摩維持鴻海(2317)優於大盤,目標
價145元,主要因為穩定的業務布局支持潛在的供應份額成長、股票具防禦性以及估值有
吸引力。

僅管消費科技需求普遍放緩,可能拖累包括鴻海在內的大部份科技供應鏈2022-23年業務
前景,但鴻海股票今年至今已上漲6%,同期台股大盤跌11%。大摩認為,這反映了鴻海
股票在市場動盪期間的防禦性,預計該股表現將持續優異。

在第1季法說會上,管理階層維持2022年收入成長預測,基本持平至正負成長5%,但表明
所有產品線的前景,都比1個月前好,尤其是桌上型電腦和蘋果(Apple)的MacBook贏得
有意義的訂單。管理階層預計,今年毛利率年成長將擴大,營運支出效率提升,這也代表
2022年利潤成長將超過收入

僅管市場對科技需求放緩的擔憂加劇,但鴻海針對近期供應鏈中斷的快速反應,以及公司
多元化的生產足跡設置,支持業務前景改善。年初至今該股上漲,但大摩注意到有些投資
人仍持觀望態度,等待鴻海2023年後電動車製造的新業務綜效。然而,大摩認為鴻海良好
的現有業務應該能支持營業利益率在今年成長15%,明年成長10%,這一點不容忽視


心得/評論:

公公近期股價強勢到大摩發報告出新聞
股板各位聰明的投資人
知道該怎麼做了吧

--
Tags: 股票

All Comments

Andy avatar
By Andy
at 2022-05-31T04:43
開始惹~~
Wallis avatar
By Wallis
at 2022-06-02T14:14
訊號來了!
Barb Cronin avatar
By Barb Cronin
at 2022-05-31T04:43
靠 快跑....
Frederic avatar
By Frederic
at 2022-06-02T14:14
打八折還有肉 樓下快買
Selena avatar
By Selena
at 2022-05-31T04:43
訊號來了 大摩真是好人 拯救老百姓
Hamiltion avatar
By Hamiltion
at 2022-06-02T14:14
要出貨了
Genevieve avatar
By Genevieve
at 2022-05-31T04:43
漲了就發新聞
Steve avatar
By Steve
at 2022-06-02T14:14
訊號要反著看,塊逃鴨~~~
Charlie avatar
By Charlie
at 2022-05-31T04:43
還有25% 大摩真好提醒大家肉多多
Agnes avatar
By Agnes
at 2022-06-02T14:14
抗漲抗跌抗通膨嗎
Yedda avatar
By Yedda
at 2022-05-31T04:43
大摩要出貨了!
Freda avatar
By Freda
at 2022-06-02T14:14
收到
Thomas avatar
By Thomas
at 2022-05-31T04:43
145打八折約116,佛心大摩
Annie avatar
By Annie
at 2022-06-02T14:14
快逃啊
Erin avatar
By Erin
at 2022-05-31T04:43
訊號來囉
Audriana avatar
By Audriana
at 2022-06-02T14:14
88
Audriana avatar
By Audriana
at 2022-05-31T04:43
可以賣了
Dinah avatar
By Dinah
at 2022-06-02T14:14
漲了就來襯 你折折ㄛ
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-05-31T04:43
才漲15塊就要出貨啦?
Susan avatar
By Susan
at 2022-06-02T14:14
完惹
Olive avatar
By Olive
at 2022-05-31T04:43
現在主力也做短線
Ivy avatar
By Ivy
at 2022-06-02T14:14
大摩就是反著看,送分題,下去80
George avatar
By George
at 2022-05-31T04:43
完蛋啦
Skylar Davis avatar
By Skylar Davis
at 2022-06-02T14:14
目標價就不能務實一點?
Donna avatar
By Donna
at 2022-05-31T04:43
翻譯:倒光
Freda avatar
By Freda
at 2022-06-02T14:14
該出了
Callum avatar
By Callum
at 2022-05-31T04:43
沒跌啊
Kristin avatar
By Kristin
at 2022-06-02T14:14
這絕對要跑了
Isla avatar
By Isla
at 2022-05-31T04:43
大摩一直都有發鴻海報告。不要有被害妄想症
Edward Lewis avatar
By Edward Lewis
at 2022-06-02T14:14
出貨了
George avatar
By George
at 2022-05-31T04:43
出貨嚕
Daniel avatar
By Daniel
at 2022-06-02T14:14
反轉訊號
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-05-31T04:43
訊號就是董事長講股價委屈,股價就會漲
Xanthe avatar
By Xanthe
at 2022-06-02T14:14
難怪看到116直接下去
Cara avatar
By Cara
at 2022-05-31T04:43
收到
Connor avatar
By Connor
at 2022-06-02T14:14
狼來了!狼來了!
George avatar
By George
at 2022-05-31T04:43
出貨囉~~~(按)
Regina avatar
By Regina
at 2022-06-02T14:14
丸子 倒貨????
Genevieve avatar
By Genevieve
at 2022-05-31T04:43
出貨
Michael avatar
By Michael
at 2022-06-02T14:14
才買沒幾天小賺快跑
Ula avatar
By Ula
at 2022-05-31T04:43
你先買
Iris avatar
By Iris
at 2022-06-02T14:14
出貨準備
Sarah avatar
By Sarah
at 2022-05-31T04:43
慘了
Rae avatar
By Rae
at 2022-06-02T14:14
快陶
Eden avatar
By Eden
at 2022-05-31T04:43
出貨準備
Heather avatar
By Heather
at 2022-06-02T14:14
說好的200呢
Hazel avatar
By Hazel
at 2022-05-31T04:43
Odelette avatar
By Odelette
at 2022-06-02T14:14
就看吧,這次會不一樣嗎?
Carolina Franco avatar
By Carolina Franco
at 2022-05-31T04:43
前面已經吃一陣子都不po,現在吃飽才po
Jack avatar
By Jack
at 2022-06-02T14:14
丸子,準備補跌QAQ
Tristan Cohan avatar
By Tristan Cohan
at 2022-05-31T04:43
救命已經賺13%了
John avatar
By John
at 2022-06-02T14:14
完了
Ina avatar
By Ina
at 2022-05-31T04:43
完了
Lauren avatar
By Lauren
at 2022-06-02T14:14
鴻海掰
Daniel avatar
By Daniel
at 2022-05-31T04:43
丸子
Jake avatar
By Jake
at 2022-06-02T14:14
敎科書級出貨文
Hedda avatar
By Hedda
at 2022-05-31T04:43
跟單仔不知不覺也賺10%了
Annie avatar
By Annie
at 2022-06-02T14:14
又來了 小兒又來了
Isabella avatar
By Isabella
at 2022-05-31T04:43
出貨了
Candice avatar
By Candice
at 2022-06-02T14:14
慘,被點名了
Ethan avatar
By Ethan
at 2022-05-31T04:43
快跑
Lauren avatar
By Lauren
at 2022-06-02T14:14
現在才買的笑死
Odelette avatar
By Odelette
at 2022-05-31T04:43
要出貨了
Kelly avatar
By Kelly
at 2022-06-02T14:14
Daph Bay avatar
By Daph Bay
at 2022-05-31T04:43
垃圾機構 沒人在乎
Puput avatar
By Puput
at 2022-06-02T14:14
這...
Christine avatar
By Christine
at 2022-05-31T04:43
有攻擊性的嗎?
Bethany avatar
By Bethany
at 2022-06-02T14:14
噴完挺住,大摩這次還算可以
Daniel avatar
By Daniel
at 2022-05-31T04:43
點名 藥丸
William avatar
By William
at 2022-06-02T14:14
笑死,一邊是Ptt反指標標,一邊大摩出貨文,這次哪
邊比較準呢
Damian avatar
By Damian
at 2022-05-31T04:43
慘了
Oscar avatar
By Oscar
at 2022-06-02T14:14
按讚 分享 出貨
Anonymous avatar
By Anonymous
at 2022-05-31T04:43
感謝分享,今天果然漲了!!
Kyle avatar
By Kyle
at 2022-06-02T14:14
才漲10多%就發新聞,也太快
Sarah avatar
By Sarah
at 2022-05-31T04:43
要出貨了
Anthony avatar
By Anthony
at 2022-06-02T14:14
看到酸民還在 抱的好安心
Edith avatar
By Edith
at 2022-05-31T04:43
準備倒垃圾摟
Hedwig avatar
By Hedwig
at 2022-06-02T14:14
大摩好喝
Andrew avatar
By Andrew
at 2022-05-31T04:43
喊多的通常賣最兇
Hamiltion avatar
By Hamiltion
at 2022-06-02T14:14
反著看
Skylar Davis avatar
By Skylar Davis
at 2022-05-31T04:43
反著看
Lucy avatar
By Lucy
at 2022-06-02T14:14
101.5接到也覺得可以下車了
Selena avatar
By Selena
at 2022-05-31T04:43
去年一月說上看200 到了沒
Una avatar
By Una
at 2022-06-02T14:14
還不快跑啊
Skylar Davis avatar
By Skylar Davis
at 2022-05-31T04:43
116剛好打到 就下來了 有準
Candice avatar
By Candice
at 2022-06-02T14:14
反著看
Lydia avatar
By Lydia
at 2022-05-31T04:43
請各位快下車這樣才會漲
Mason avatar
By Mason
at 2022-06-02T14:14
這裡都是空手看沒有的。
Charlie avatar
By Charlie
at 2022-05-31T04:43
還沒飆到150就馬上被出貨
Vanessa avatar
By Vanessa
at 2022-06-02T14:14
鴻海會噴不要不信,郭董即將下一步也是
Frederica avatar
By Frederica
at 2022-05-31T04:43
最後一棒
Candice avatar
By Candice
at 2022-06-02T14:14
丸子
Enid avatar
By Enid
at 2022-05-31T04:43
差不多可以賣了
Thomas avatar
By Thomas
at 2022-06-02T14:14
大摩嗎!先跑再說
Iris avatar
By Iris
at 2022-05-31T04:43
大摩真好 還會發新聞帶出場
Donna avatar
By Donna
at 2022-06-02T14:14
靠腰 沒漲多少也要這樣?
Carol avatar
By Carol
at 2022-06-02T14:14
https://i.imgur.com/Zdnxk1o.jpg
Ina avatar
By Ina
at 2022-05-31T04:43
別再無腦看分點了 傻眼
Hazel avatar
By Hazel
at 2022-06-02T14:14
好,樓上所言甚是
Carolina Franco avatar
By Carolina Franco
at 2022-05-31T04:43
打八折目標價達標,真準!
Zora avatar
By Zora
at 2022-06-02T14:14
大魔:我推薦的股票,不買是韭菜。
Elvira avatar
By Elvira
at 2022-05-31T04:43
塊陶啊!
Anonymous avatar
By Anonymous
at 2022-06-02T14:14
鴻海這陣子真的滿有撐的
Sierra Rose avatar
By Sierra Rose
at 2022-05-31T04:43
小兒要出貨了
Elma avatar
By Elma
at 2022-06-02T14:14
這明明是 成長骨
Ina avatar
By Ina
at 2022-05-31T04:43
丸子 今天剛買的說
Blanche avatar
By Blanche
at 2022-06-02T14:14
1不要害阿海啦
Zora avatar
By Zora
at 2022-05-31T04:43
新聞出來都有點怕:P
Irma avatar
By Irma
at 2022-06-02T14:14
想要倒給散戶了 這個壞蛋
Leila avatar
By Leila
at 2022-05-31T04:43
外資小鵝
Ida avatar
By Ida
at 2022-06-02T14:14
鴻海籌碼散戶流向外資 股價拉得動 反觀2330...零股
Tom avatar
By Tom
at 2022-05-31T04:43
人數大於鴻海總股東人數
Charlotte avatar
By Charlotte
at 2022-06-02T14:14
大摩看好啦 耗子尾汁

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