Re: [標的] 當做衣服的股價超越了IC設計龍頭時..已刪文
看板Stock (股票)作者IPHONEvsHTC (Livermore)時間11年前 (2015/04/02 13:42)推噓29(29推 0噓 37→)留言66則, 32人參與討論串2/3 (看更多)
※ 引述《aitt (喜歡美食與運動(M))》之銘言:
: 儒鴻這支股票我看它從低價變高價,
: 從高價股變成小型權值股,今天甚至股價還超越了聯發科,
: 我只能說,這個現象具有非常重要的意義.
: 儒鴻主要是做國外運動機能產品的代工,聯發科則是電子業最上游-IC設計的龍頭,
: 這兩家都有相當高層次的技術能力,且客戶穩定,
: 論本益比,聯發科只有16倍,儒鴻則達30倍,表面上看,或許會覺得儒鴻的股價太高,
: 上檔空間會比較小,但如果把問題一一拆開,可能就不是你我想的那麼一回事了.
: 本益比合不合理,要看產業,技術能力,現在電子業低本益比化,
: 聯發科的本益比當然會被壓縮,就連技術市佔站在絕對領先地位的台積電,
: 大立光,本益比也都只有15-20倍,傳產的話,假如你去看一些股票,
: 如做自行車的巨大,美利達等,他們則是30倍左右,而且還維持了不短的時間.
: 況且,現在市場上對於電子業的循環與低本益比化漸成共識下,
: 恐怕傳產與電子高價股的走勢還是會差很大.
講這麼多
不敢買的還是不敢買
就像我連續3天打9910標的文
還寫全力加碼,還是很多人不敢買
就已經打的很明顯,股本現在越來越大,msci 成份股應該是一定會納入,所以外資才瘋
狂加碼
看看1476,外資持股比例多少
再看看9910,外資持股比例才多少
就知道會飆到哪了
昨天還有人說9910漲不上去,我也在標的文也打,因為不要離5日乖離太大
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