聯電股價熄火!11月營收意外下滑 專家: - 股票

By Tristan Cohan
at 2020-12-09T20:37
at 2020-12-09T20:37
Table of Contents
1.原文連結:
https://www.setn.com/News.aspx?NewsID=862433
2.原文內容:
聯電股價熄火!11月營收意外下滑 專家:放大鏡檢視
台股今(9)日再創新高,盤中最高來到14,427.41點,終盤上漲29.74點,漲幅0.21%,以
14,390.14點作收,收盤同創新高。但晶圓雙雄熄火,台積電(2330)終盤下跌4元,跌幅
0.76%,收在520元。聯電(2303)終盤下跌1元,跌幅1.96%,收在49.9元。資深分析師蔡
明彰表示,聯電的下跌告訴大家一個啟示,未能符合「預期心理」,就會被拿放大鏡檢視
。
萬寶投顧總監蔡明彰表示,今日晶圓雙雄熄火,現在股市是強強滾,光是今日成交量就
3077億,所以上演資金行情的時候,往往消息就滿天飛,但是消息有真有假,什麼才是最
能夠看見的,那就是公佈出來的營收數字。
聯電之所以下跌,就是未能符合「預期心理」,外界原先預期聯電會受惠於轉單效應,大
家就認為營收會成長,尤其股票飆這麼兇,甚至漲到50元以上,聯電今年以來已經漲了
210%。要知道當股票漲幅大的時候,大家就會拿放大鏡檢視業績,對數字的要求標準就會
提高,大家會需要一份亮眼的成績單。
沒想到聯電11月營收一公布,營收147.26億元,意外月減3.64%,年增6%,引起關注。聯
電7月營收達154.95億元,到11月份連續4個月沒有再創高。蔡明彰認為,如果只是1、2個
月沒有創高,大家可能覺得還好,可能是淡季,或是客戶調整訂單,但是4個月都沒有創
高,外界就會對轉單效應的消息感到疑惑。
其實可以觀察到外資在五日以來,已經賣超聯電119,312張,光是今日就賣超49,900張,
但在外資調節聯電時,聯電股價還是持續漲,買盤還是很強勁,所以投資人還是需要留意
聯電後續的營收表現。
3.心得/評論:
聯電確實被放大檢視,來自大家期待很高,希望他能繼續成長,
只是目前產能確實滿載了,接下來就看公司是否透過收購8吋廠增加產能,
或是透過漲價方式提升營收,維持成長動能。
--
https://www.setn.com/News.aspx?NewsID=862433
2.原文內容:
聯電股價熄火!11月營收意外下滑 專家:放大鏡檢視
台股今(9)日再創新高,盤中最高來到14,427.41點,終盤上漲29.74點,漲幅0.21%,以
14,390.14點作收,收盤同創新高。但晶圓雙雄熄火,台積電(2330)終盤下跌4元,跌幅
0.76%,收在520元。聯電(2303)終盤下跌1元,跌幅1.96%,收在49.9元。資深分析師蔡
明彰表示,聯電的下跌告訴大家一個啟示,未能符合「預期心理」,就會被拿放大鏡檢視
。
萬寶投顧總監蔡明彰表示,今日晶圓雙雄熄火,現在股市是強強滾,光是今日成交量就
3077億,所以上演資金行情的時候,往往消息就滿天飛,但是消息有真有假,什麼才是最
能夠看見的,那就是公佈出來的營收數字。
聯電之所以下跌,就是未能符合「預期心理」,外界原先預期聯電會受惠於轉單效應,大
家就認為營收會成長,尤其股票飆這麼兇,甚至漲到50元以上,聯電今年以來已經漲了
210%。要知道當股票漲幅大的時候,大家就會拿放大鏡檢視業績,對數字的要求標準就會
提高,大家會需要一份亮眼的成績單。
沒想到聯電11月營收一公布,營收147.26億元,意外月減3.64%,年增6%,引起關注。聯
電7月營收達154.95億元,到11月份連續4個月沒有再創高。蔡明彰認為,如果只是1、2個
月沒有創高,大家可能覺得還好,可能是淡季,或是客戶調整訂單,但是4個月都沒有創
高,外界就會對轉單效應的消息感到疑惑。
其實可以觀察到外資在五日以來,已經賣超聯電119,312張,光是今日就賣超49,900張,
但在外資調節聯電時,聯電股價還是持續漲,買盤還是很強勁,所以投資人還是需要留意
聯電後續的營收表現。
3.心得/評論:
聯電確實被放大檢視,來自大家期待很高,希望他能繼續成長,
只是目前產能確實滿載了,接下來就看公司是否透過收購8吋廠增加產能,
或是透過漲價方式提升營收,維持成長動能。
--
Tags:
股票
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