面板股被當垃圾倒!眾人哭喊「住套房」 - 股票
By Poppy
at 2021-05-21T18:26
at 2021-05-21T18:26
Table of Contents
原文標題:
面板股被當垃圾倒!眾人哭喊「住套房」 業內人士曝走勢:樂觀
(請勿刪減原文標題)
原文連結:
https://finance.ettoday.net/news/1987570?redirect=1
(請善用縮網址工具)
發布時間:
2021-05-21 16:42
(請以原文網頁/報紙之發布時間為準)
原文內容:
記者施怡妏/綜合報導
受到本土疫情影響,近期台股震盪也加劇,
一名網友在PTT發文,
幾個禮拜前,面板三雄友達(2409)、 彩晶(6116)、群創(3481)都被大家看好,
甚至還加班趕出貨,連公司的員工也一直買,「榮景可比以前最旺的時期」,
但現在卻被當成垃圾一直倒。對此,一名業內人士指出,「樂觀看待」。
該名業內人士在PTT版上指出,
從去年疫情開始,需求>IC產能>面板產能,導致面板廠獲利大好,
今年第一季後IC開始缺貨,漸漸走向,需求>面板產能>IC產能,
「這波起於需求,我相信最後也是終於需求」。
他指出,近來有許多消息指出DDI(顯示器驅動IC)不缺了,漲價趨緩,
「那我相信接下來的發展會是從需求>面板產能>IC產能,走向需求>IC產能>面板產能」,
不是要推薦大家買面板股,也不是要大家看空面板,本身持有面板上百張,
Oled終究沒有取代全部的LCD,六代以下的LCD廠越來越少,MNT NB被趕去6、7代廠,
「我是樂觀看待這樣良性健康的發展」。
許多網友認同原PO的說法,「這篇有看到的真的有福氣,我業內朋友也是這樣說」、
「面板真的不要追高殺低,不要被市場氣氛騙了」、
「看完你這篇後繼續持有包子(奇美電)」、「謝謝說明,讓我抱面板不失信心」、
「業內人士那麼多,就你在高調」、「請低調,吃貨中」、「持續低調加碼」。
https://i.imgur.com/mwwzH7r.jpg
原文:
https://www.ptt.cc/bbs/Stock/M.1621567348.A.BE7.html
心得/評論: ※必需填寫滿20字
給信心
現在賣面板的都想騙
繼續抱著才是王道
價值投資
--
Tags:
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