挖礦熱退燒 顯卡下季保守 - 股票
By Emma
at 2018-04-14T15:28
at 2018-04-14T15:28
Table of Contents
1.原文連結:
https://goo.gl/X6kRYz
2.原文內容:
顯卡廠技嘉(2376)、微星(2377)及撼訊(6150)、青雲(5386)等,今年首季都交出
優於法人預期的營運成績。惟進入第二季後,顯示卡市場受ASIC礦機開放預購因素干擾、
市況氛圍略趨保守觀望,法人預估板卡業者第二季營運仍能較去年同期增長,下半年則有
較多變數。
看好挖礦及電競雙需求帶動利基,過去以主機板為主業的華擎(3515)以新業者之姿進入
顯卡市場,並將在下周正式推出以AMD Radeon RX 580和Radeon RX 570為主的Phantom
Gaming系列顯卡,搶食電競和挖礦商機。
連兩年電競銷售旺季都苦無足夠電競顯卡可售的窘境,今年舒緩、價格將居高不下。受到
挖礦潮排擠效應,中高階電競顯卡在繪圖晶片及顯存(VRAM)1年半來供貨吃緊,尤高階
獨顯及外接顯卡價格儘管至今年以來,已飆升達2萬元以上、甚至突破3萬元,通路一有貨
幾乎馬上就完售。
3.心得/評論:
(1) 顯卡不缺貨,大家下周起可以買到便宜的(2377)微星、(2376)技嘉。
(2) 2377微星利多不漲,準備下殺,投資人可逢低布局。
--
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