旺宏7月營收雙增 前7月營收同期高!! - 股票
By Lily
at 2020-08-07T23:40
at 2020-08-07T23:40
Table of Contents
這檔我也有持有
我的看法是籌碼要反過來看,外資借劵已滿,如果想要空單獲利的話只能賣現貨壓低股價再慢慢回補,但十八萬張的量早就已經大於外資持有的量了,而且外資的現貨不可能全部賣光,所以我判斷之後一定會認賠大量回補,現在就是比誰的氣長而已
中國的兆易創新也有做 nor flash,這的確是旺宏該煩惱的,但在中美貿易戰的架構下,旺宏之後反而可以吃到更多美系的訂單,而且旺宏的產能幾乎都集中在台灣
switch2 也要推出了,到時候漲到前波高點 40 也不是什麼大問題
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Sent from JPTT on my HTC_M10h.
--
我的看法是籌碼要反過來看,外資借劵已滿,如果想要空單獲利的話只能賣現貨壓低股價再慢慢回補,但十八萬張的量早就已經大於外資持有的量了,而且外資的現貨不可能全部賣光,所以我判斷之後一定會認賠大量回補,現在就是比誰的氣長而已
中國的兆易創新也有做 nor flash,這的確是旺宏該煩惱的,但在中美貿易戰的架構下,旺宏之後反而可以吃到更多美系的訂單,而且旺宏的產能幾乎都集中在台灣
switch2 也要推出了,到時候漲到前波高點 40 也不是什麼大問題
-----
Sent from JPTT on my HTC_M10h.
--
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股票
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