面板新報價 連漲12個月 - 股票
By Carolina Franco
at 2021-05-06T13:58
at 2021-05-06T13:58
Table of Contents
: 面板新報價 連漲12個月
: 原文連結:
: https://udn.com/news/story/7240/5436627
: 發布時間:
: 2021-05-06 01:46
: 原文內容:
: 面板新報價 連漲12個月
: 2021-05-06 01:46 經濟日報 / 記者康陳剛/台北報導
: https://uc.udn.com.tw/photo/2021/05/02/realtime/12213734.jpg
: 5月上旬最新面板報價出爐。電視、筆電及顯示器三大應用面板價格持續走揚。
: (本報系資料庫)
: 5月上旬最新面板報價出爐。電視、筆電及顯示器三大應用面板價格持續走揚,連12個月
: 上漲達陣,創下「連漲一整年」的紀錄,預期6月也將延續漲價趨勢,帶動面板三雄友達
: 、群創、彩晶獲利持續攀高。
: 面板專業調研機構WitsView昨(5)日公布最新報價調查,各尺寸電視面板較4月下旬漲約
: 2~5美元,漲幅在1.3~2.3%間;各尺寸筆電較4月下旬上漲1.2美元,漲幅2.2~2.4%;各尺
: 寸顯示器則都上漲1美元,漲幅1.1~1.6%。
: https://uc.udn.com.tw/photo/2021/05/06/2/12233247.jpg
: 面板三雄中,友達(2409)、彩晶已經公布今年首季財報,友達第1季毛利率22%,創下將
: 近13年來新高;彩晶毛利率更一舉達到48.18%,改寫歷史新猷。
: 友達日前在法說會上指出,儘管原料供應緊俏,但第2季出貨量預期仍較第1季有個位數成
: 長,平均銷售價格也預期再向上提升至少10%,嫁動率則持續維持高檔。友達董事長彭双
: 浪更是提到,今年訂單到年底以前「都滿清楚的」,甚至已有客戶提前半年開始談明年度
: 的供貨。
: 群創總經理楊柱祥則表示,面板景氣可說由春天進入夏天,景氣隨季節逐步加溫,審慎樂
: 觀看待景氣續旺到明年;同時強調,這波剛性需求推升整體產業鏈健康且獲利,是結構性
: 的改變。
: 儘管面板市況依然火熱,但隨著電子類股表現疲軟,近期漲多的面板族群首當其衝,即使
: 友達、彩晶財報接連報喜,仍擋不住股價連日下殺,三雄近四個交易日波段跌幅都已超過
: 二成。
: 籌碼面,三大法人也在近期大出貨,三大法人近四個交易日共賣超友達19.8萬張,賣超群
: 創約18.3萬張,賣超彩晶約6.2萬張。
: 投顧法人觀察,由於近期資金從電子類股撤出,資金排擠效應下,面板族群恐怕短期將在
: 月線附近盤整。
https://i.imgur.com/pyDTv5X.jpg
剛剛跑去跟媽媽哭了一下
我買的股票套的好慘
我是今年三月才進去的小白
沒想到...
股市比我想像中的可怕
跌的我莫名其妙 昏頭轉向
已跌入深淵 不知有沒有人 也跟我一樣在深淵找媽媽訴苦的
--
: 原文連結:
: https://udn.com/news/story/7240/5436627
: 發布時間:
: 2021-05-06 01:46
: 原文內容:
: 面板新報價 連漲12個月
: 2021-05-06 01:46 經濟日報 / 記者康陳剛/台北報導
: https://uc.udn.com.tw/photo/2021/05/02/realtime/12213734.jpg
: 5月上旬最新面板報價出爐。電視、筆電及顯示器三大應用面板價格持續走揚。
: (本報系資料庫)
: 5月上旬最新面板報價出爐。電視、筆電及顯示器三大應用面板價格持續走揚,連12個月
: 上漲達陣,創下「連漲一整年」的紀錄,預期6月也將延續漲價趨勢,帶動面板三雄友達
: 、群創、彩晶獲利持續攀高。
: 面板專業調研機構WitsView昨(5)日公布最新報價調查,各尺寸電視面板較4月下旬漲約
: 2~5美元,漲幅在1.3~2.3%間;各尺寸筆電較4月下旬上漲1.2美元,漲幅2.2~2.4%;各尺
: 寸顯示器則都上漲1美元,漲幅1.1~1.6%。
: https://uc.udn.com.tw/photo/2021/05/06/2/12233247.jpg
: 面板三雄中,友達(2409)、彩晶已經公布今年首季財報,友達第1季毛利率22%,創下將
: 近13年來新高;彩晶毛利率更一舉達到48.18%,改寫歷史新猷。
: 友達日前在法說會上指出,儘管原料供應緊俏,但第2季出貨量預期仍較第1季有個位數成
: 長,平均銷售價格也預期再向上提升至少10%,嫁動率則持續維持高檔。友達董事長彭双
: 浪更是提到,今年訂單到年底以前「都滿清楚的」,甚至已有客戶提前半年開始談明年度
: 的供貨。
: 群創總經理楊柱祥則表示,面板景氣可說由春天進入夏天,景氣隨季節逐步加溫,審慎樂
: 觀看待景氣續旺到明年;同時強調,這波剛性需求推升整體產業鏈健康且獲利,是結構性
: 的改變。
: 儘管面板市況依然火熱,但隨著電子類股表現疲軟,近期漲多的面板族群首當其衝,即使
: 友達、彩晶財報接連報喜,仍擋不住股價連日下殺,三雄近四個交易日波段跌幅都已超過
: 二成。
: 籌碼面,三大法人也在近期大出貨,三大法人近四個交易日共賣超友達19.8萬張,賣超群
: 創約18.3萬張,賣超彩晶約6.2萬張。
: 投顧法人觀察,由於近期資金從電子類股撤出,資金排擠效應下,面板族群恐怕短期將在
: 月線附近盤整。
https://i.imgur.com/pyDTv5X.jpg
剛剛跑去跟媽媽哭了一下
我買的股票套的好慘
我是今年三月才進去的小白
沒想到...
股市比我想像中的可怕
跌的我莫名其妙 昏頭轉向
已跌入深淵 不知有沒有人 也跟我一樣在深淵找媽媽訴苦的
--
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