聯發科狂噴6% 市值躋兆元俱樂部 台股第 - 股票

By Ethan
at 2020-07-21T13:46
at 2020-07-21T13:46
Table of Contents
1.原文連結:https://www.chinatimes.com/realtimenews/20200721002469-260410?chdtv
2.原文內容:
中時 董陸鈞
IC設計龍頭聯發科早盤跳空開高,一舉站上5日線,截至上午11點51分大漲至643元,漲幅
高達6.16%,市值已達1.01兆,也是繼台積電、鴻海以後台股第三家兆元企業,台股光市
值前10名公司累積已超過16.88兆元。
聯發科受惠中美貿易大戰,美國對華為祭出晶片出口限制,作為IC設計龍頭的聯發科自然
為最大受益者,尤其聯發科自有設計的天璣800、天璣600等系列產品,在美中關係惡化,
大陸品牌廠恐減少對高通採購的下,下半年更將成為大陸市場的主力產品,有利於聯發科
持續拉高營收及毛利率的目標。
聯發科預計將在7月31日舉辦法人說明會,屆時預計將由執行長蔡力行報告第二季營運成果
,也會對第三季展望、財測做出更明確說明。
3.心得/評論:
599鋼底真的好硬,今天最後發哥(2454)以637做收 (+36,5.99%) 站穩10日線
看來續攻高點(674)有望 月底法說可能不錯?
--
2.原文內容:
中時 董陸鈞
IC設計龍頭聯發科早盤跳空開高,一舉站上5日線,截至上午11點51分大漲至643元,漲幅
高達6.16%,市值已達1.01兆,也是繼台積電、鴻海以後台股第三家兆元企業,台股光市
值前10名公司累積已超過16.88兆元。
聯發科受惠中美貿易大戰,美國對華為祭出晶片出口限制,作為IC設計龍頭的聯發科自然
為最大受益者,尤其聯發科自有設計的天璣800、天璣600等系列產品,在美中關係惡化,
大陸品牌廠恐減少對高通採購的下,下半年更將成為大陸市場的主力產品,有利於聯發科
持續拉高營收及毛利率的目標。
聯發科預計將在7月31日舉辦法人說明會,屆時預計將由執行長蔡力行報告第二季營運成果
,也會對第三季展望、財測做出更明確說明。
3.心得/評論:
599鋼底真的好硬,今天最後發哥(2454)以637做收 (+36,5.99%) 站穩10日線
看來續攻高點(674)有望 月底法說可能不錯?
--
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