微星VGA銷售爆量,亞洲市場賣到缺貨 - 股票
By Ida
at 2017-09-28T17:11
at 2017-09-28T17:11
Table of Contents
1.原文連結:http://www.investor.com.tw/onlinenews/NewsContent.asp?articleNo=14
201709280093
縮網址: https://goo.gl/3YzU6u
2.原文內容:
微星VGA銷售爆量,亞洲市場賣到缺貨,與主要競爭對手拉開差距
【財訊快報/王宜弘報導】微星( 2377 )VGA卡今年以來銷售爆量,至第三季因通路庫存
極低,因此包括輝達(nVIDIA)的GTX 1050Ti與1060、超微(AMD)的RX570、580等產品在亞
洲市場甚至出現缺貨的現象,帶動微星今年VGA大成長,與主要競爭對手拉開差距。
據了解,VGA卡供給吃緊主因,除了VGA RAM供貨不足、價格上漲之外,電競市場進入
傳統旺季,以及今年以來虛擬貨幣大漲,所帶動的挖礦熱潮也是一大原因,微星意外受惠
。
據悉,儘管中國大陸官方日前明文禁止「代幣眾籌」(ICO),暗示比特幣等虛擬貨幣
交易的違法,一度導致虛擬貨幣價格暴跌,但本週以來則出現反彈。微星主管指出,挖礦
需求至今仍在,微星雖沒特別耕耘挖礦市場,但所提供的VGA卡因效能佳,許多訂單是500
片、上千片的訂購,其中又以1050Ti、1060與RX570、580等主流產品需求最強,成為本波
VGA供給吃緊的一大原因。而亞洲電費較低,VGA的缺貨推估亦與挖礦有關。
而微星今年以來VGA銷售大成長,並與國內主要競爭對手拉開差距達兩位數的水準。
該公司去年因輝達推出1080/1070顯卡而衝高VGA銷量,今年看回不回,在電競市場與虛擬
貨幣挖礦需求的雙重效應之下,銷售量持續衝高,成為貢獻業績成長主要的動能之一。
3.心得/評論:
比特幣反彈
世界大賽開打
瑞士信貸首度追蹤:優於大盤
--
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