鴻海財報不如預期外資意外 - 股票

By Leila
at 2021-03-31T07:57

Table of Contents

鴻海財報不如預期外資意外

2021-03-31 01:35
經濟日報記者趙于萱／台北報導

連結：https://bit.ly/31AZQ8q

鴻海（2317）公布去年營收大幅成長，但產品組合、匯率不利及業外損失，導致每股純益低
於市場預期。外資法人指出，短線鴻海恐反應利空拉回，後市營運將進一步留意疫情狀況、
缺料衝擊及轉投資表現，但長線電動車的發展樂觀，行情震盪後仍有回升契機。

不具名的外資法人表示，鴻海去年第4季獲利不佳，市場預期因應下修，導致股價震盪。其
中，令市場意外的部分，包括上一季毛利率僅5.7%，計入康達智損失後，每股純益僅3.3元
，低於市場預期，一些樂觀機構還估每股純益近4元，勢必做出調整。

鴻海展望今年的變數也比樂觀派法人預期來得多，先前高階iPhone 12賣很好，多數分析師
都看好鴻海受惠大，甚至能緩衝缺貨的衝擊，不過公司看法審慎，代表相關財測也要考量更
多。

外資法人認為，接下來市場對於鴻海基本面，將加強留意疫情下的需求變化，及缺料、轉投
資等情況。好消息是鴻海看好電動車效益提前發酵，有機會帶動市場更看好2023年後的發展
。

保守派的瑞士信貸則認為，受紅色供應鏈搶單影響，鴻海今年iPhone利潤將低於預期，除上
半年依舊有淡季效應，也要提防iPhone 13接單不如預期。

————分隔線————
外資意外.......今天會出貨嗎？

我有朋友買了一百張

--
Sent from my iPhone XR

○ PiTT // PHJCI

--

Tags: 股票

All Comments

By Kama
at 2021-04-04T03:17

100張看多少買的啊。

By Skylar Davis
at 2021-04-05T06:01

瑞信甚麼時候又變保守派的?

By Zanna
at 2021-04-06T17:18

韭菜嚇死立馬殺低

By Elvira
at 2021-04-10T01:02

call訊來了

By Tracy
at 2021-04-11T18:53

財報真的超爛。

By Olga
at 2021-04-16T07:31

乖，皮卡再跟你招手了

By Jack
at 2021-04-21T01:06

準備回70

By Frederic
at 2021-04-23T23:38

今天鴻海走跌，乙盛跌停，十年對稱跌幅今天正式開始
，謝謝

By Olive
at 2021-04-26T12:12

一堆信貸歐印掰

By Joe
at 2021-04-30T13:51

鴻粉會說他們有電動車有夢想

By Frederica
at 2021-04-30T20:42

利多出盡，等等上演多多人踩人

By Ina
at 2021-05-03T05:47

我朋友80幾塊買11多賣然後最近120進場，以目前來說
靠鴻海賺了不少

By Connor
at 2021-05-04T11:05

至少他漲過一倍了皮卡表示QQ

By Rebecca
at 2021-05-05T00:57

下去70

By Oliver
at 2021-05-05T15:26

崩了

By Doris
at 2021-05-06T07:52

不錯了啦以短期來說滿好賺的

By Barb Cronin
at 2021-05-11T00:19

一張不賣奇蹟自來

By Iris
at 2021-05-14T16:02

結果出乎意料今天照樣漲？！

By Necoo
at 2021-05-16T00:17

完了……

By Queena
at 2021-05-16T13:57

外資表示：你妹的耍我

By Hazel
at 2021-05-18T22:05

現在幾乎都是投機炒作，誰看基本面

By Jessica
at 2021-05-23T12:21

高價股都外資拉抬，本益比50倍以上

By Anthony
at 2021-05-26T08:40

鴻海有基本面？組個聯盟就有基本面？泡沫破裂聯盟
內無一幸免

By Odelette
at 2021-05-30T11:04

如果今天鴻海還能漲那基本面根本就是騙人的

By Rachel
at 2021-06-01T21:07

反著看啦小兒今天壓低吃貨囉

By Hamiltion
at 2021-06-06T18:19

永遠都嘛看好

By Genevieve
at 2021-06-07T21:14

134再套10年，謝謝指教

By Poppy
at 2021-06-12T19:41

跌停

By Una
at 2021-06-14T06:06

意外？？小兒又有便宜可以撿了

By Iris
at 2021-06-14T23:54

外資意外看來不會崩了

By Zora
at 2021-06-15T07:09

120解套換130T套十年

By Yedda
at 2021-06-17T21:59

洪佳均.....

By Olga
at 2021-06-20T04:57

利空新聞垃圾小兒要騙股票起手式

By Joe
at 2021-06-23T22:34

微妙

By Skylar Davis
at 2021-06-27T18:03

外資要騙股票？

By Ingrid
at 2021-07-02T15:40

殺跌停了

By Poppy
at 2021-07-07T11:33

已經很棒了，賺7.3可以吵到130

By Queena
at 2021-07-09T04:27

利空才會漲，不拉高怎麼出貨

By Mia
at 2021-07-13T02:14

和碩：下來吧旁邊還有位置

By Michael
at 2021-07-13T22:59

今年也是怕匯損

By Kelly
at 2021-07-15T23:27

吃貨文

By Zanna
at 2021-07-18T19:45

結果等等外資買超投信出貨

By Mary
at 2021-07-20T05:16

外資從去年到今年根本被內資打假的

By Candice
at 2021-07-21T04:42

如果外資給鴻海本益比20倍的話嘛……

By Emma
at 2021-07-21T07:59

意不意外開不開心
電夢車

By Olga
at 2021-07-23T11:34

吃貨文

By Isla
at 2021-07-26T13:46

這波本來就不是漲營收的吧是漲MIH XD

By Blanche
at 2021-07-26T17:38

對吼還有康達智做假帳那真的不是7.3

By Kristin
at 2021-07-29T23:34

MIH大聯盟不夠看，不會組Avenger復仇者聯盟嗎?

By Jacob
at 2021-07-30T09:40

一直都是電動車本夢比，這起漲訊號好嗎

By Aaliyah
at 2021-07-31T02:24

我也100多張，均價80初，有在怕嗎

By Candice
at 2021-08-03T22:58

外資意外才意外

By Mia
at 2021-08-06T04:16

板上有130T學弟？

By Hamiltion
at 2021-08-06T21:14

沒話題準備下去了

By Bennie
at 2021-08-11T19:45

潮水要退了嗎？

By Cara
at 2021-08-16T14:12

毛利率5~6%

By Faithe
at 2021-08-18T16:40

崩啦，50接

By Belly
at 2021-08-19T09:21

廢話車又還沒開出來

By Mia
at 2021-08-23T02:25

噴

By Yedda
at 2021-08-25T11:17

吃貨

By William
at 2021-08-28T23:38

當然殺，鴻海可不是什麼夢想股

By Una
at 2021-09-01T00:32

十年對稱跌幅，我們50見

By Bennie
at 2021-09-04T11:24

今天一定崩

By Sierra Rose
at 2021-09-06T07:45

有電動車夢不會崩

By Faithe
at 2021-09-07T19:09

第一搓漲~

By Rae
at 2021-09-09T11:23

公公都靠嘴泡炒股啦…

By Xanthe
at 2021-09-14T06:03

MIH明眼人都看得出來是泡沫吧，有撈到錢揪快跑

By Carol
at 2021-09-18T00:30

鴻海搓跌小心啊

By Victoria
at 2021-09-19T16:54

外資來不及沒上車

By Sierra Rose
at 2021-09-20T02:05

笑死我還機構勒鴻海毛利低吃匯損吃超大的
連散戶都不如的機構

By Ida
at 2021-09-23T07:20

賣玻璃的正達趕緊拜神跟買

By Dinah
at 2021-09-26T22:54

要爆崩了

By Yuri
at 2021-09-30T00:53

真D爛

By Elma
at 2021-10-03T10:53

崩崩

By George
at 2021-10-07T14:21

有什麼好意外的

By Anthony
at 2021-10-11T16:15

一堆人被電動車蒙蔽雙眼

By Ula
at 2021-10-12T21:18

恭喜

By Todd Johnson
at 2021-10-15T02:49

放心，這檔公公粉很多，會告訴你殖利率很高，再加上
電動車題材，今年上看200

By Belly
at 2021-10-19T02:03

拉回就買，而且外資大買不用怕

By Harry
at 2021-10-21T04:41

80收

By Annie
at 2021-10-25T07:51

牛皮吹破惹

By Kelly
at 2021-10-27T20:45

一堆反串的

By David
at 2021-10-31T19:26

今天殺個180點就好

By Gilbert
at 2021-11-02T01:52

公公整包看不清楚，做波段可以，長抱就要看人品了

By Odelette
at 2021-11-04T06:46

https://i.imgur.com/XjFwLML.png

By Carolina Franco
at 2021-11-05T10:24

請跌到月線,拜託了!!!!

By Agatha
at 2021-11-08T21:40

跌下來才好買

By Ethan
at 2021-11-10T01:05

直接掉4元天啊

By Jacky
at 2021-11-13T22:16

已反應

By Lucy
at 2021-11-16T00:14

120就撿一張

By Zora
at 2021-11-19T00:26

說好的跌停呢？

By Connor
at 2021-11-22T06:22

一堆人撿XD

By Agnes
at 2021-11-27T04:22

下去找年線吧

By Madame
at 2021-11-30T08:21

RRRRR 人踩人啦

By Agatha
at 2021-12-03T14:26

125有一萬張支撐只不過不知道會不會撤單

By Ursula
at 2021-12-04T06:49

還好之前全部出光了跳水再來決定要不要收吧

By Kristin
at 2021-12-08T11:04

不是看未來，意外個屁

By Selena
at 2021-12-12T09:21

外資這樣講看來不會崩

By Bethany
at 2021-12-12T12:41

比皮卡還爛

By Agatha
at 2021-12-13T06:15

雙喵開殺倒貨快跑

By Quanna
at 2021-12-13T11:23

外資北七。意外個藍教

By Robert
at 2021-12-15T22:34

準備開崩囉XDD

By Frederica
at 2021-12-16T15:13

外資好煩

By Steve
at 2021-12-17T01:02

MIH只有韮菜會被騙吧

By Isabella
at 2021-12-19T09:00

中共人工太高啊廠在中國無形成本太高

By Vanessa
at 2021-12-20T20:47

韭菜會不會被騙不重要重要的是市場反應

By Franklin
at 2021-12-25T12:42

https://i.imgur.com/5L1CIrq.jpg

By James
at 2021-12-26T20:37

意不意外開不開心？崩ㄅ還能撿

By Robert
at 2021-12-29T19:40

78T繼續抱

By Frederica
at 2021-12-30T10:09

不意外

By Olga
at 2022-01-03T03:46

拉回給上電動車

By Annie
at 2022-01-07T14:43

準備回到月線

By Ivy
at 2022-01-11T19:49

放心，要反著看

鴻海財報不如預期外資意外 - 股票

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