[標的] 3008 大立光
看板Stock (股票)作者hlkevin81925 (台大李小仁)時間8年前 (2017/07/11 21:30)推噓22(25推 3噓 24→)留言52則, 31人參與討論串19/22 (看更多)
1. 標的:3008 大立光
2. 分類:多
3. 分析/正文:
基本面:
1) 下半年iPhone 8,預計雙鏡頭機種比率超過50%(iPhone 7s Plus, iPhone 8),除了
直接提高大立光營收外,也將帶動安卓機種逐漸跟進雙鏡頭
2) iPhone 8的雙鏡頭將採用雙6P鏡頭,比現在的iPhone 7 Plus的5P/6P還高規格
3) 下半年或明年上半年,7P鏡頭會開始出貨,有機會帶動明年iPhone跟進
4) iPhone 8的3D sensing功能,也會提高大立光營收&技術門檻,同時3D sensing也是
未來趨勢
5) 大立光新工廠將在3Q尾開始貢獻營收,4Q顯著貢獻營收,產能提高30%以上...
6) Samsung有可能會成為大立光的客戶,如果真的成真,營收自己想像...
消息面:
1) 本週四法說會,通常法說會都會講得不錯,股價通常會漲
2) 外資券商目標價普遍在6000上下
4. 進退場機制:(非長期投資者,必須有停損機制)
昨天破新高後已進場
停利: 先看5800
停損: 基本面未改變前不停損,跌破季線加碼
-----------------------------------------
7/13 14:15
財報出來了 毛利率66% 快跑!
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.251.141.62
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1499779811.A.2A8.html
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噓
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我也是零股股東啦
不過好像可以買股票期貨
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※ 編輯: hlkevin81925 (111.251.141.62), 07/11/2017 21:36:18
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買零股阿
※ 編輯: hlkevin81925 (111.251.141.62), 07/11/2017 22:23:53
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※ 編輯: hlkevin81925 (125.227.137.241), 07/13/2017 14:17:38
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