第一銅、街口銅 - 股票

By Edward Lewis
at 2020-12-16T11:34
at 2020-12-16T11:34
Table of Contents
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※發文前請先詳閱[請益]分類發文規範,未依規範發文將受處份。
※板規1-4-2.請益可提及標的,但是只要屬以下如:
1. 問標的漲跌,或持股分析。
2. 預測性質,個股或產業未來性。
3. 請求推薦,或有推薦意圖。
請使用 [標的] 分類並依「正確格式」發文
違者將砍文處分。
----------------------------按ctrl+y可刪除以上內容。---------------------
最近大家都知道銅價大漲,很多利多消息,包括銅庫存低、電動車需求大增等等
但比較好奇的是市場瘋狂追逐第一銅,從11月開始已經漲了將近100%,反觀街口銅大約只
漲了16%....
以我理解,第一銅這公司是進口銅原料再加工後賣出,銅價上漲,毛利應該會變低,有可
能原本庫存成本較低,但也很難完全反應銅價上漲的幅度,相對的街口銅是直接追蹤銅的
價格,理論上漲幅應該要比第一銅還多吧?還是其實第一銅是被炒作?
https://i.imgur.com/n5WvET0.jpg
https://i.imgur.com/nyRPmRj.jpg
--
※發文前請先詳閱[請益]分類發文規範,未依規範發文將受處份。
※板規1-4-2.請益可提及標的,但是只要屬以下如:
1. 問標的漲跌,或持股分析。
2. 預測性質,個股或產業未來性。
3. 請求推薦,或有推薦意圖。
請使用 [標的] 分類並依「正確格式」發文
違者將砍文處分。
----------------------------按ctrl+y可刪除以上內容。---------------------
最近大家都知道銅價大漲,很多利多消息,包括銅庫存低、電動車需求大增等等
但比較好奇的是市場瘋狂追逐第一銅,從11月開始已經漲了將近100%,反觀街口銅大約只
漲了16%....
以我理解,第一銅這公司是進口銅原料再加工後賣出,銅價上漲,毛利應該會變低,有可
能原本庫存成本較低,但也很難完全反應銅價上漲的幅度,相對的街口銅是直接追蹤銅的
價格,理論上漲幅應該要比第一銅還多吧?還是其實第一銅是被炒作?
https://i.imgur.com/n5WvET0.jpg
https://i.imgur.com/nyRPmRj.jpg
--
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