日月光、聯詠前景佳 - 股票
By Anonymous
at 2021-05-26T13:31
at 2021-05-26T13:31
Table of Contents
原文標題:
日月光、聯詠前景佳
原文連結:
https://tinyurl.com/yjrd5kzm
發布時間:
0526
原文內容:
台股25日電子族群重獲市場青睞,成交比重回升至五成。其中,獲外資點名看好的多檔電
子股表現強悍,封測龍頭日月光投控(3711)傳出第三季不僅將取消3~5%的價格折讓,
更將再漲價5~10%;IC設計大廠聯詠(3034)則是無懼外資唱衰,股價連三紅。
外資點名23檔工業題材表現強勢之必看股,封測大廠日月光投控、驅動IC聯詠皆在此列。
日月光近期利多消息再起,受惠5G iPhone手機內處理器晶片及通訊晶片、高效能運算(
HPC)晶片、物聯網(IoT)與資料中心伺服器晶片封裝需求持續拉升,打線封裝訂單爆量
。
日月光首季集團營收1,194.7億元,平均毛利率18.4%、營業利益率9.3%,皆創下歷史新
高。展望後市,因應原物料價格上揚,日月光將提升打線封裝價格。法人看好,日月光目
前封測產能持續滿載,特別是打線封裝需求強勁,預計產能缺口將持續一整年。
驅動IC聯詠近期慘遭外資看衰,將目標價由777元調降至414元,並由「加碼」降評至「中
立」。不過,利空消息似乎未對聯詠股價產生衝擊,尤其外資21、24日「心口不一」買超
,更助其股價利空不跌。
驅動IC產能吃緊,聯詠首季EPS 9.6元,等於一季淨賺近一股本。展望後市,隨旺季來臨
,預期SoC、大尺寸DDI與OLED DDI出貨量將增長,聯詠第二季獲利可望再升。
心得/評論:
封測前陣子直接躺平,現在還勉強回神而已
現在又被點名,這不太好吧?
......聯詠真的很迷,有業績有能力
但大人們好像都沒有很愛
--
日月光、聯詠前景佳
原文連結:
https://tinyurl.com/yjrd5kzm
發布時間:
0526
原文內容:
台股25日電子族群重獲市場青睞,成交比重回升至五成。其中,獲外資點名看好的多檔電
子股表現強悍,封測龍頭日月光投控(3711)傳出第三季不僅將取消3~5%的價格折讓,
更將再漲價5~10%;IC設計大廠聯詠(3034)則是無懼外資唱衰,股價連三紅。
外資點名23檔工業題材表現強勢之必看股,封測大廠日月光投控、驅動IC聯詠皆在此列。
日月光近期利多消息再起,受惠5G iPhone手機內處理器晶片及通訊晶片、高效能運算(
HPC)晶片、物聯網(IoT)與資料中心伺服器晶片封裝需求持續拉升,打線封裝訂單爆量
。
日月光首季集團營收1,194.7億元,平均毛利率18.4%、營業利益率9.3%,皆創下歷史新
高。展望後市,因應原物料價格上揚,日月光將提升打線封裝價格。法人看好,日月光目
前封測產能持續滿載,特別是打線封裝需求強勁,預計產能缺口將持續一整年。
驅動IC聯詠近期慘遭外資看衰,將目標價由777元調降至414元,並由「加碼」降評至「中
立」。不過,利空消息似乎未對聯詠股價產生衝擊,尤其外資21、24日「心口不一」買超
,更助其股價利空不跌。
驅動IC產能吃緊,聯詠首季EPS 9.6元,等於一季淨賺近一股本。展望後市,隨旺季來臨
,預期SoC、大尺寸DDI與OLED DDI出貨量將增長,聯詠第二季獲利可望再升。
心得/評論:
封測前陣子直接躺平,現在還勉強回神而已
現在又被點名,這不太好吧?
......聯詠真的很迷,有業績有能力
但大人們好像都沒有很愛
--
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