廣達仁寶緯創8月營收增 - 股票

By Joseph
at 2017-09-08T22:39
at 2017-09-08T22:39
Table of Contents
1.原文連結:
http://tinyurl.com/y72w5vv3
2.原文內容:
(中央社記者潘智義台北2017年9月8日電)廣達電腦 (2382) 公布8月合併營收新台幣
912.43億元,較7月成長6.1%,較去年同期成長25.1%。1至8月合併營收6404.84億元,較
去年同期成長16.4%。
廣達統計,8月筆電出貨400萬台,較7月的330萬台大增,季底出貨量多,9月筆電出貨仍
將暢旺。
緯創 (3231) 指出,8月合併營收666.30億元,較去年同期成長13.93%,1至8月合併營收
4943.24億元,較去年同期成長27.62%。
緯創統計,8月筆電出貨160萬台、伺服器15萬台、電視35萬台、桌上型電腦110萬台、液
晶顯示器(Monitor)55萬台。
仁寶電腦 (2324) 公布8月合併營收為785.40億元,較7月成長11.4%,較去年同期成長
21.6%。1至8月合併營收為5502.52 億元,較去年同期成長16.8%。
仁寶統計,8月筆電出貨350萬台。
另外,新台幣今天盤中升破30元大關,以出口為主的電子產業又面臨匯損壓力。
3.心得/評論:
nb三寶的八月收入yoy都有14~25%的優異表現,仁寶跟樂視分手後算是停損停的好,之後
仁寶有機會續往上攻。廣達的財務長在匯損這一塊有超強的功力,這點倒是不擔心。
緯創線型是滿美的,26.55元有守,且營收這麼美多頭還沒走完,應該有機會繼續上攻,
32元目標有機會到達。
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