看好新晶片明年表現 外資調升聯發科目標 - 股票
By Hamiltion
at 2017-10-12T17:50
at 2017-10-12T17:50
Table of Contents
1.原文連結:http://news.ltn.com.tw/news/business/paper/1142759
※過長無法點擊者必須縮網址
2.原文內容:聯發科(2454)第三季營收順利達標,歐系外資看好聯發科明年手機新晶片P40表現,可
望贏得更多小米訂單,上修聯發科2018年與2019年獲利3%、7%,預估明年將有更多中國重
要手機客戶導入聯發科P40、P70晶片,可望拉抬明年毛利率表現,將聯發科目標價從418
元升至460元。
聯發科9月合併營收來到今年次高,昨股價放量上揚。(記者卓怡君攝)
聯發科9月合併營收來到今年次高,昨股價放量上揚。(記者卓怡君攝)
聯發科第三季合併營收季增接近10%,外資認為,聯發科第三季表現不俗,主要是手機晶
片出貨優於預期,展望第四季,在更具價格競爭力產品的帶動下,第四季合併營收季增約
4%。
歐系外資看好聯發科採用12奈米製程的新晶片P40,將成為明年上半年營運成長主要動能
,明年下半年成長則由新晶片P70擔綱,歐系外資指出,P40晶片將在明年第一季獲得小米
以及更多中國智慧型手機客戶採用,主要用於中階機種,P40晶片明年上半年出貨量可達
1300-1500萬套,佔整體Helio系列的47%-54%,此外,P70晶片因性價比高,也獲得客戶正
面反應,P70將支援臉部辨識,明年下半年出貨可望大幅跳升。
外資昨日大舉買超聯發科5605張,推升股價放量大漲5.15%,攻上300元大關,收在306元
。
3.心得/評論:9/21 亞系外資先開槍 調升目標418
一周前 港系外資調升380
昨天換歐系外資一口氣調升 4 6 8!!!
接下來沒意外應該換美系外資調升目標價
一代拳王~聯發科 當過2次台股股王<印象中>
準備重反榮耀
--
我這一生,如履薄冰~你說:我能走到對岸嗎?
人生就是不斷對賭。想要做大事,成大器,
便要不斷的賭!!!!
--
Tags:
股票
All Comments
By Tracy
at 2017-10-17T11:16
at 2017-10-17T11:16
By Oliver
at 2017-10-22T06:00
at 2017-10-22T06:00
By Isla
at 2017-10-22T13:18
at 2017-10-22T13:18
By Lily
at 2017-10-27T05:41
at 2017-10-27T05:41
By Ivy
at 2017-10-29T06:18
at 2017-10-29T06:18
By Eden
at 2017-10-29T19:31
at 2017-10-29T19:31
By Damian
at 2017-10-30T15:08
at 2017-10-30T15:08
By Dinah
at 2017-11-03T03:47
at 2017-11-03T03:47
By Gary
at 2017-11-07T10:31
at 2017-11-07T10:31
By Olivia
at 2017-11-09T18:16
at 2017-11-09T18:16
By Genevieve
at 2017-11-12T12:55
at 2017-11-12T12:55
By Andy
at 2017-11-15T10:09
at 2017-11-15T10:09
By Agnes
at 2017-11-16T21:00
at 2017-11-16T21:00
By Kristin
at 2017-11-20T04:40
at 2017-11-20T04:40
By Irma
at 2017-11-21T05:10
at 2017-11-21T05:10
By Joe
at 2017-11-25T04:36
at 2017-11-25T04:36
By George
at 2017-11-27T04:35
at 2017-11-27T04:35
By Adele
at 2017-12-02T01:44
at 2017-12-02T01:44
By Noah
at 2017-12-05T11:54
at 2017-12-05T11:54
By Callum
at 2017-12-06T12:21
at 2017-12-06T12:21
By Ida
at 2017-12-09T16:06
at 2017-12-09T16:06
By Thomas
at 2017-12-13T12:20
at 2017-12-13T12:20
By Andrew
at 2017-12-14T17:33
at 2017-12-14T17:33
By Jessica
at 2017-12-16T04:31
at 2017-12-16T04:31
By Eden
at 2017-12-18T22:11
at 2017-12-18T22:11
By Delia
at 2017-12-22T23:34
at 2017-12-22T23:34
Related Posts
台積電『多』2330
By Isabella
at 2017-10-12T15:44
at 2017-10-12T15:44
大立光Q3 EPS達57.93元今年新高,前3季1
By Quanna
at 2017-10-12T15:29
at 2017-10-12T15:29
外資連七買 台積電今再寫歷史新高 市值
By Joe
at 2017-10-12T15:01
at 2017-10-12T15:01
random教你可轉換公司債不要碰1
By Kama
at 2017-10-12T14:44
at 2017-10-12T14:44
106年10月12日三大法人買賣金額統計表
By Elizabeth
at 2017-10-12T14:42
at 2017-10-12T14:42