顯卡續燒 撼訊3月每股賺3.82元 - 股票
By Annie
at 2018-04-19T14:59
at 2018-04-19T14:59
Table of Contents
1.原文連結:
http://www.chinatimes.com/newspapers/20180419000330-260206
2.原文內容:
CHINATIMES
顯卡續燒 撼訊3月每股賺3.82元
2018年04月19日 04:10 工商時報 翁毓嵐/台北報導
顯示卡廠撼訊(6150)公布3月自結獲利表現,單月稅後純益再度站上億元大關、拉升稅
後每股盈餘(EPS)站上3.82元,再較2月的2.33元大幅上升;累計其今年首季的自結EPS
已突破10元關卡,一舉超越其歷年來之全年度獲利表現。
受惠顯卡市場需求續增拉抬下,撼訊3月營收續飆至13.18億元、年增逾503%,並刷新歷
年單月新高紀錄;累計今年1到3月合併營收達29.95億元,年增527.53%外,其自結稅後
純益亦是逐月翻倍年增。
累計撼訊今年前三月稅後純益達3.13億元,自結EPS已高達10.3元,不僅是單季獲利新高
,更一舉超過其歷年來的全年度EPS表現。
雖進入第二季後,顯卡市場受ASIC礦機開放預購因素干擾,惟顯卡業者多認為,ASIC礦機
得等到第三季才會出貨,但預期今年內ASIC礦機都還難以取代現在GPU運算力,或有高於
GPU的挖礦效益,儘管目前的確有部分個人戶或小型礦主略為縮手、暫緩掃卡,不過中大
型礦場則仍未降減其顯卡需求,現能見度約可達第三季。
加上電競市場需求轉趨強勁下,高階顯卡仍一上架就被搶空,法人預估顯卡業者在中高單
價產品銷售暢旺下,單季營運仍能較去年同期增長,下半年則有較多變數。
撼訊總經理陳劍威預期,這波挖礦熱不會像3年多前因比特幣價格崩盤、引爆全面礦災,
尤在區塊鏈多元應用下建立起的生態系已趨成熟,支撐顯卡需求力道不會再只是基層礦工
,也將逐步轉往區塊鏈相關應用為主,未來更將朝同樣高度需要應用GPU運算的AI應用領
域走。這也正是陳劍威開始推動撼訊在顯卡以外的下一步營運發展重點。
目前撼訊有逾9成營收來自顯卡,這1年多來,陳劍威開始朝區塊鏈生態系布局,除將透過
2,000萬股增資私募案、希望能引進策略合作的夥伴入股投資外,撼訊並分別與北醫及台
科大等醫療、學術單位合作,要從數位健康檢測的AI應用基礎功做起,投入AI領域。
撼訊去年成立一旗下子公司撼衛生醫科技,與美商英科智能(Insilico Medicine)、資
策會及生技中心在台合作、推動AI數位健康人才培育計畫,共同開發AI生醫、區塊鏈、大
數據相關系列課程,加速透過AI應用技術來藥物開發時程。
(工商時報)
3.心得/評論:
利多出盡
明天繼續跌
推薦撼訊的分析師出來解釋一下
https://i.imgur.com/obiSjGc.jpg
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