鴻海目標價里昂&滙豐喊150元147元 - 股票

By Heather
at 2021-01-25T16:34

Table of Contents

來源連結
https://www.google.com/amp/s/udn.com/news/amp/story/7251/5201261

內文
繼里昂證券對鴻海（2317）喊出150元目標價，滙豐證券最新報告，看好高階iPhone 12持
續熱賣，加上量產電動車加持，鴻海不論短期及長期動能都將優於預期，今年挑戰大賺一
個股本，目標價上修到147元，為主要外資中，僅次於里昂的第二高目標價。

滙豐報告列舉三大點，上修鴻海財測，首先是鴻海日前公布去年12月營收大幅優於預期，
不僅顯示iPhone 12拉貨持續強勁，此數據和其他代工廠表現南轅北轍，也凸顯高階機種
特別熱賣，蘋概股中有贏家和輸家。

上述情況下，滙豐認為，iPhone 12高階機種將延燒到今年上半年，舊款iPhone 11預期也
有不錯銷量，最不看好是iPhone 12 mini，有利鴻海上半年營收和獲利維持強勁。

其次，近期半導體到零組件業頻傳缺料漲價，下游廠影響較大，但滙豐分析，鴻海自成平
台生態系且分散全球供應鏈，比其他代工廠有更大議價能力，受影響最小，獲利衝擊有限
。

三是鴻海積極進軍電動車，目標在年底正式量產，滙豐認為，此舉除了有利長線獲利發展
，也會進一步推動市場對鴻海的評價，這不止於鴻海是一檔電動車概念股，而是集團長期
以來精進於各事業的綜效成果，鴻海值得更高的本益比。

匯豐最新對鴻海今、明年每股純益預測10.5元、11.1元，看好集團今年就大賺一個股本，
優於市場預期。

心得
QQ海公公報價來了～目前都是看好切入電動車後營收會開始貢獻～以及目前iphone12會陸
續延燒到上半年～最重要的是鴻海的eps估價都來惹！想進場的看看～不知道是不是出貨
……

--

Tags: 股票

All Comments

By Ivy
at 2021-01-26T05:42

丸子

By Daniel
at 2021-01-29T13:54

科科

By Carolina Franco
at 2021-02-03T12:47

已反應

By Annie
at 2021-02-03T22:25

一邊喊一邊出貨真的屢試不爽

By Tracy
at 2021-02-06T09:55

終於輪到了

By Caitlin
at 2021-02-11T05:34

來了

By Dinah
at 2021-02-16T05:15

來了來了準備出貨囉

By Jessica
at 2021-02-17T16:09

開始喊了怎麼做知道了吧

By Todd Johnson
at 2021-02-22T03:29

賣海求？

By Kyle
at 2021-02-26T20:41

每次喊目標價就開始倒貨...

By Todd Johnson
at 2021-02-27T00:56

丸子....

By Zenobia
at 2021-02-27T14:38

只要懂海，海就會幫你。

By Lauren
at 2021-03-02T02:41

來了喔，等慘戶上鉤了

By Yuri
at 2021-03-04T02:28

本想說點什麼的想想還是算了…

By Oliver
at 2021-03-08T12:31

里昂喊完惹...

By Delia
at 2021-03-10T17:17

來喔來喔物超所值的公公

By Ingrid
at 2021-03-11T12:49

里昂來了。

By Necoo
at 2021-03-12T01:36

喊了出貨囉

By Agnes
at 2021-03-16T12:06

來了來了，不易外的每次這種文一出現就...

By Hardy
at 2021-03-18T10:09

丸子

By Tristan Cohan
at 2021-03-19T15:39

乾，新聞來的那麼快，還沒賺飽

By Una
at 2021-03-20T03:10

里昂出現。大概跟行事曆一樣威

By Emily
at 2021-03-24T20:18

不要怕，今年鴻海上200不是夢

By Zora
at 2021-03-28T08:16

出貨文塊陶

By Agatha
at 2021-03-28T16:09

150打8折不就是現在的股價

By Daph Bay
at 2021-03-31T23:26

想起多年前喊倒200元，然後就出貨啦

By Ursula
at 2021-04-01T12:32

有鴻海行事曆嗎?

By Eartha
at 2021-04-05T09:30

該來的還是來了

By Kumar
at 2021-04-08T07:33

開始了 XDDDDD

By Candice
at 2021-04-13T05:10

二哥鴻海都開始連發...

By Gilbert
at 2021-04-16T23:39

https://i.imgur.com/taWXyCk.jpg

By Olivia
at 2021-04-19T11:38

這周持續威行事曆準備一下那種刻意就免了

By Noah
at 2021-04-22T05:18

我喊500

By Catherine
at 2021-04-23T11:13

可以不要把散戶喊進來嗎？

By Audriana
at 2021-04-24T05:16

里昂你這樣不對，太保守了

By Rebecca
at 2021-04-28T08:48

鴻海籌碼打開，能看成在出貨的還真是有才

By Anonymous
at 2021-05-02T00:53

完了

By Regina
at 2021-05-06T01:21

我看187

By Robert
at 2021-05-07T18:41

準備出貨

By Caitlin
at 2021-05-11T20:56

塊陶啊

By Doris
at 2021-05-15T11:32

幹完惹要開始倒了

By Wallis
at 2021-05-15T16:45

里昂好像蠻老實的

By Candice
at 2021-05-20T01:41

邊喊邊出啊小額這招不錯

By Lucy
at 2021-05-25T01:06

訊號來了

By Yedda
at 2021-05-29T02:01

喊價了我先跑

By Robert
at 2021-05-30T03:39

這劇本我怎麼好像看過

By Edith
at 2021-05-31T04:38

年底量產電動車厲害了我的海

By Oscar
at 2021-06-02T08:44

別亂喊啊我還不想賣

By Mary
at 2021-06-04T08:02

空軍準備好了！

By Olive
at 2021-06-06T18:47

明天開始空

By Edward Lewis
at 2021-06-09T03:42

有夢最美

By Susan
at 2021-06-13T00:25

外豬開始喊目標價了? 大家追起來???

By Cara
at 2021-06-17T00:58

開始了同一招式

By Mary
at 2021-06-21T07:28

出貨

By Rachel
at 2021-06-22T20:25

里昂...

By Andy
at 2021-06-25T09:15

準備下車

By Andy
at 2021-06-28T04:20

這劇本看過了

By Hazel
at 2021-07-01T13:24

讚讚明天開空

By Odelette
at 2021-07-06T12:27

越來越相信外資有在盯股板風向，再反過來對做

By Noah
at 2021-07-11T09:21

太爽啦，今天三大買18000張，被抬轎好爽

By Tom
at 2021-07-12T07:37

不是說收1200塊？

By Kelly
at 2021-07-17T01:55

狼與狐

By Kumar
at 2021-07-19T02:58

明天酸囉

By Kyle
at 2021-07-19T07:33

出貨的號角響起

By Dora
at 2021-07-19T21:05

拜託快跑謝謝大家

By Ursula
at 2021-07-22T06:46

賣海求G https://i.imgur.com/s8RsLL0.jpg

By Aaliyah
at 2021-07-23T13:03

目標價出來有點抖QQ

By Skylar DavisLinda
at 2021-07-28T00:26

這支連碰都不想碰

By Ivy
at 2021-07-30T02:35

崩崩

By Mia
at 2021-07-30T17:47

行事曆錯了啊，今天沒130，回去改一改再發

By Rebecca
at 2021-08-03T15:44

低調

By Zenobia
at 2021-08-08T10:51

馬的反指標

By Jack
at 2021-08-09T06:28

買海公公一檔=買下整個集團好股票不買嗎

By Damian
at 2021-08-10T22:01

最後來了開始喊跟台積電依樣模式XDDDDDDDDDD

By Kristin
at 2021-08-14T04:16

又在亂喊

By Edith
at 2021-08-15T04:58

放心沒人買

By Caroline
at 2021-08-19T13:07

至少1500吧

By Heather
at 2021-08-22T22:55

來了來了

By Tristan Cohan
at 2021-08-26T22:08

台股反轉前最後一棒又是要靠鴻海

By Eden
at 2021-08-31T13:32

開始有新聞反而怕怕的,

By Noah
at 2021-08-31T22:32

喊完倒貨

By Selena
at 2021-09-02T15:06

X!喊屁喊

By Iris
at 2021-09-04T05:09

可怕，再套150十年嗎？

By Christine
at 2021-09-08T19:04

這波主力平均成本價87 不知道賺飽了沒

By Christine
at 2021-09-13T17:39

哲哲預告在前180

By John
at 2021-09-14T21:59

200

By Leila
at 2021-09-19T07:23

哲哲說150巴 12月初哲哲跟李永年就在喊買了鴻海

By Quintina
at 2021-09-20T00:43

噴噴噴

By Kelly
at 2021-09-21T07:28

明天出貨

By Mason
at 2021-09-22T02:04

信號到了 GG喊1000 800 現在公公喊150

By Regina
at 2021-09-22T07:48

鴻海行事曆呢

By Joseph
at 2021-09-24T05:29

來囉，該崩崩了

By Liam
at 2021-09-24T07:18

來了起風了

By Lucy
at 2021-09-28T04:46

出貨文

By Skylar Davis
at 2021-09-29T10:04

成本還沒拉開,要崩再等等..

By John
at 2021-09-30T17:30

靠太早喊了吧這下短期內150摸不到了

By Joe
at 2021-10-01T00:15

幹低調好嗎 eps太低了空爆他

By Necoo
at 2021-10-05T21:24

里昂叫了哈哈

By Mason
at 2021-10-10T16:16

明天開高走低收最低不用謝惹

By Dora
at 2021-10-11T00:14

嗯..

By Annie
at 2021-10-12T09:04

終於來了

By Hazel
at 2021-10-15T02:07

是不是該賣了

By Sandy
at 2021-10-19T04:30

150 * 0.8 = 120

By Heather
at 2021-10-23T13:38

太多篇了，明天出貨囉

By Andy
at 2021-10-27T17:55

打八折看來到了

By Sandy
at 2021-10-30T07:33

丸子

By Heather
at 2021-10-31T06:37

不我還沒漲夠

By Faithe
at 2021-11-03T11:53

沒人喊兩百?

By Iris
at 2021-11-04T09:54

我算170 繼續看下去嘍

By Andrew
at 2021-11-09T04:21

這邊不知道有幾個空手小丑XD

By Ula
at 2021-11-12T02:38

散戶去買台積電沒空

By Skylar Davis
at 2021-11-13T17:51

台積喊完就開始跌了，海公公還能撐多久?

By Agatha
at 2021-11-18T16:00

賣G求紅

By Jake
at 2021-11-23T02:30

這邊就一堆台g散戶看衰海公不意外，可憐吶。

By Faithe
at 2021-11-25T03:04

來了

By Jake
at 2021-11-27T21:02

takuya1你幹嘛自介辣笑死

By Faithe
at 2021-12-02T19:21

勿忘航運(?

By Faithe
at 2021-12-03T06:39

還沒賣完出清時機到了

By Bennie
at 2021-12-03T14:40

金管會都在睡？是否該禁止假喊價真出貨的

By Steve
at 2021-12-04T07:23

加碼

By George
at 2021-12-04T15:30

來了高點到

By Frederica
at 2021-12-05T05:20

出給我啊我繼續撿一張成本72一張102我從去年每天
撿零股

By Sierra Rose
at 2021-12-09T09:42

出貨嘍！

By Olive
at 2021-12-11T20:03

外資跟投信去年開始接沒那麼快開始跌

By Enid
at 2021-12-14T22:13

吃貨吃了這麼多。散戶還沒進來多少

By Isla
at 2021-12-15T15:59

出貨文

By Yuri
at 2021-12-17T16:54

很好，差不多可以賣了

By Adele
at 2021-12-21T06:40

移出中共國持續鴻海太慢之後接不到單

By Edith
at 2021-12-25T12:12

慘了要出貨了一喊就要跌了

By Dorothy
at 2021-12-29T00:53

塊陶阿

By Erin
at 2021-12-29T20:09

糕點

By Ida
at 2022-01-03T01:39

居然有新聞了

By Anthony
at 2022-01-05T01:44

這種新聞出來空下去勝率頗高

By Adele
at 2022-01-08T20:49

難道要出貨了

By Queena
at 2022-01-11T12:06

喊屁啊

By Todd Johnson
at 2022-01-14T05:45

....

By Eden
at 2022-01-15T04:34

這次喊好低

By Megan
at 2022-01-18T05:37

出貨文

By Suhail Hany
at 2022-01-18T18:06

標準出貨文屢試不爽

By Charlotte
at 2022-01-22T04:59

干外資是偷看ptt決定目標價喔

By Edward Lewis
at 2022-01-26T05:02

太早喊了吧

By Bennie
at 2022-01-31T03:22

完了行事曆

By Hedy
at 2022-01-31T16:47

開盤倒貨尾盤拉

By Ethan
at 2022-02-02T07:49

明天要先下車了，各位後會有期

By Charlotte
at 2022-02-03T18:01

兩百退休

By Poppy
at 2022-02-06T04:56

這次沒喊個180喔

By Doris
at 2022-02-10T11:13

200退休+1

By Megan
at 2022-02-12T09:04

同學會第二名了訊號快來囉！

By Edwina
at 2022-02-16T14:41

怎麼看排名

By Quintina
at 2022-02-17T23:52

海外可轉債要注意

By Edwina
at 2022-02-20T12:50

3張套了快4年了，減資都變2.6張了
https://i.imgur.com/6EDGd4Z.jpg

By Bethany
at 2022-02-20T21:44

看到鄉民反應我就放心了越酸越噴謝謝酸民公公萬
歲

By Audriana
at 2022-02-21T12:11

樓上減資完應該是2.4（每張減200股

By Edward Lewis
at 2022-02-22T21:10

要下去了

By Skylar Davis
at 2022-02-24T20:00

早點喊還ok，已經漲一大段了，應該是出貨文

By Tristan Cohan
at 2022-02-27T15:38

開始空

By Robert
at 2022-02-28T16:53

今天都散戶在賣大戶在接好嗎要割還有幾天啦

By David
at 2022-03-01T20:24

早上一堆送頭的

By Franklin
at 2022-03-05T12:27

看了推文... 逼我加碼

By Edwina
at 2022-03-06T16:42

文章已經出來了接下來就是聚集韭菜發200文再割一
次

By John
at 2022-03-08T14:30

蘋果會比鴻海先到這價格，且機率高很多

By Edith
at 2022-03-13T06:37

怕

By Robert
at 2022-03-15T14:26

鴻海集團就是爛才會被看沒有哈哈空死它

By Skylar DavisLinda
at 2022-03-19T19:13

里昂還是去打殭屍吧別在報紙上打嘴炮

By Robert
at 2022-03-20T10:13

https://reurl.cc/6yDd5r 券商還在買

By David
at 2022-03-24T03:34

資金行情還沒灌入鴻海，進來的話漲到你無法想像

By Delia
at 2022-03-27T07:45

好像是耶，鴻海都小漲小跌為何啊? 樓上

By Sandy
at 2022-03-29T05:50

https://reurl.cc/XelYlR 今天券商繼續買

By Aaliyah
at 2022-03-31T13:47

相信這目標價的肯定是白癡

By Quanna
at 2022-04-03T21:58

該不會有白癡相信外資亂喊的數字吧，鴻海最多就85，
超漲的都會跌回去

鴻海目標價里昂&滙豐喊150元147元 - 股票

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鴻海目標價 里昂&滙豐喊150元147元 - 股票

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鴻海目標價里昂&滙豐喊150元147元 - 股票