聯電Q2每股賺0.3元 Q3不旺出貨估持平 - 股票
By Brianna
at 2018-07-25T20:18
at 2018-07-25T20:18
Table of Contents
1.原文連結:
https://goo.gl/MXoQUS
2.原文內容:
晶圓代工廠聯電第2季歸屬母公司淨利新台幣36.6億元,季增7.6%,每股純益0.3元。展望
未來,聯電預期,第3季需求恐將旺季不旺,晶圓出貨量將僅持平。
聯電下午舉行線上法人說明會,公布第2季營運結果。聯電第2季在電腦周邊與通訊市場對
8吋與12吋成熟製程需求強勁,產能利用率自第一季的94%,攀高至97%,季營收達388.52
億元,季增3.6%。
聯電第2季毛利率17.2%,較第一季拉升4.8個百分點,歸屬母公司淨利36.6億元,季增
7.6%,每股純益0.3元;上半年歸屬母公司淨利70.59億元,年增61%,每股純益0.58元。
展望未來,聯電總經理王石表示,因手機市場仍需更多時間消化,加上美中貿易緊張加劇
了大環境的不確定性,第3季需求恐將旺季不旺。
王石預期,第3季產能利用率將降到91%至93%,晶圓出貨量將僅持平,產品平均售價將微
幅上揚,毛利率將降至15%。
3.心得/評論:
Q3不旺,利多出盡?
是說外資每天大賣,股價好像都不怎麼跌,感覺有人有偷接?
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