聯發科證實 已向美方申請繼續供貨華為 - 股票

By Faithe
at 2020-08-28T12:23
at 2020-08-28T12:23
Table of Contents
聯發科證實 已向美方申請繼續供貨華為
1.原文連結:
https://money.udn.com/money/story/5612/4816807?from=ednappsharing
2.原文內容:
手機晶片廠聯發科(2454)於今(28)日證實,已經向美方提出申請,希望之後能繼續供
貨給華為。聯發科午盤小漲逾1%,約565元。
依照美國日前公布的新政策,使用到美國技術的業者,在9月14日午夜之後,若想要供貨
給華為,都必須提出申請。聯發科今日重申遵循全球貿易相關法令規定的立場,目前已經
依照規定向美方申請中。
華為受到美方新的政策進一步箝制採購零組件,讓市場擔憂不只華為本身遭殃,相關供應
鏈也可能會遭受波及。華為是在中國市場最為力推5G的手機品牌業者,也是聯發科的重要
客戶,因此美方新政策消息一出,外界開始擔憂,聯發科後續營運若短少了華為的貢獻,
會帶來多少影響。
不過在9月15日之前,聯發科持續正常供貨給華為,該公司日前也曾罕見在盤中發布重訊
,表達對其短期營運無重大影響。
市場認為,在目前川普政府以中國議題為選戰重要主軸的氛圍中,即使業者向美方提出申
請,何時能夠獲得許可,仍是廠商本身無法控制的變數。
3.心得/評論:
難怪今天又拉起來了
不過面對中美衝突
能夠持續嗎?
--
1.原文連結:
https://money.udn.com/money/story/5612/4816807?from=ednappsharing
2.原文內容:
手機晶片廠聯發科(2454)於今(28)日證實,已經向美方提出申請,希望之後能繼續供
貨給華為。聯發科午盤小漲逾1%,約565元。
依照美國日前公布的新政策,使用到美國技術的業者,在9月14日午夜之後,若想要供貨
給華為,都必須提出申請。聯發科今日重申遵循全球貿易相關法令規定的立場,目前已經
依照規定向美方申請中。
華為受到美方新的政策進一步箝制採購零組件,讓市場擔憂不只華為本身遭殃,相關供應
鏈也可能會遭受波及。華為是在中國市場最為力推5G的手機品牌業者,也是聯發科的重要
客戶,因此美方新政策消息一出,外界開始擔憂,聯發科後續營運若短少了華為的貢獻,
會帶來多少影響。
不過在9月15日之前,聯發科持續正常供貨給華為,該公司日前也曾罕見在盤中發布重訊
,表達對其短期營運無重大影響。
市場認為,在目前川普政府以中國議題為選戰重要主軸的氛圍中,即使業者向美方提出申
請,何時能夠獲得許可,仍是廠商本身無法控制的變數。
3.心得/評論:
難怪今天又拉起來了
不過面對中美衝突
能夠持續嗎?
--
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