旺宏獲外資自營商青睞 早盤漲幅一度近半根 - 股票
By Victoria
at 2018-02-23T15:45
at 2018-02-23T15:45
Table of Contents
1.原文連結:
https://goo.gl/X4fUWL
2.原文內容:
旺宏獲外資自營商青睞 早盤漲幅一度近半根停板
非揮發性記憶體廠旺宏(2337)今(23)日早盤股價帶量上攻,漲幅一度近半根停板。近
期外資與自營商已對其連兩個交易日加碼,其中昨日外資更是一舉買超上萬張。
旺宏去年受惠於記憶體市況良好,合併營收達341.97億元,創歷史新高,年增幅度超過四
成,EPS為3.12元。
雖然今年陸廠的編碼型快閃記憶體(NOR Flash)新增產能可能開出,不過旺宏認為高品
質的NOR Flash仍將供不應求,上述情況對該公司的影響不大。
3.心得/評論:
開春後連漲三天, 今天尾盤被狙擊(猜是自營出貨)
個人猜測今年EPS應該會略優於去年
以目前產業的領頭羊來說
本益比20-25不為過
長線看好60-70
3字頭持續加碼
--
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