被動元件續跌 大摩看壞國巨 - 股票
By George
at 2019-01-25T11:59
at 2019-01-25T11:59
Table of Contents
1.原文連結：
https://ctee.com.tw/news/stock/28113.html
2.原文內容：
摩根士丹利證券指出，不論高階或低階被動元件（MLCC）的需求持續減弱
，庫存與單位售價走跌的問題仍在延續中，並廣為市場知悉，市場對被動
元件基本面不再過度恐慌，惟2018年中以前各被動元件股「雞犬升天」狀
況，將不復見，族群投資首選日本的東電化（TDK）。
被動元件族群從2017年起叱吒風雲，但到了2018年中急速反轉，反成了下
挫重災區，摩根士丹利此時提出，儘管受到需求與報價雙重影響，但最恐
慌的時期已經過去，象徵被動元件投資進入新篇章，現在要以個別企業基
本面來檢視被動元件股。
其中，最青睞日本TDK，給予「優於大盤」投資評等；最不看好日本的太陽
誘電與台灣的國巨，給予「劣於大盤」投資評等；至於日本村田製作所（
Murata）與南韓的SEMCO，則是「中立」。
3.心得/評論：
大摩果然是反指標 看大摩的新聞反著做 不賺錢都難
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