鴻海旺季營運…關注三重點 - 股票

By George
at 2018-10-17T10:57
at 2018-10-17T10:57
Table of Contents
1.原文連結:
https://udn.com/news/story/7240/3425868?from=udn-catelistnews_ch2
2.原文內容:
鴻海是台股權值指標股之一,針對鴻海營運後市,業界關注本季傳統旺季表現、業外匯兌
收益、轉型開拓非蘋應用效益等三大重點。
往年第4季都是鴻海全年營運高峰,業界認為,今年也不例外,加上平價版iPhone XR即將
開賣,且非蘋旗艦機種也在10月積極於歐洲推出新品,搶攻年底感恩節與耶誕銷售需求,
隨智慧機銷售成長,鴻海營運有望升溫。
市場分析,人民幣匯率近期兌美元中間價為6.9098元,一度跌破6.94元關卡,在連續九個
交易日貶值下,對生產基地在中國大陸的製造大廠有正面效益。
由於鴻海手握高部位美元現金,今年第2季業外收益150.72億元已創新高,隨人民幣上季
走貶,鴻海下半年業外匯兌收益進補,有助美化帳面。
此外,鴻海集團近兩年積極轉型開拓工業物聯網應用,鴻海董事長郭台銘也高度關注工業
富聯(FII)發展,認為初期市場雖尚未能理解價值,但仍看好長期投資價值,並認為「
FII的成功,絕對是鴻海的成功」。
3.心得/評論:
全世界好像只有郭董懂FII價值,我淺了,我不懂,所以股價跌了
懂的人快點接吧! 救救鴻海股價
--
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