[新聞] 光寶科遭外資降評且調降目標價 除息第三天陷百元保衛戰
原文標題：
光寶科遭外資降評且調降目標價 除息第三天陷百元保衛戰
原文連結：
https://reurl.cc/VNr9EA
發布時間：
2024-03-29 10:18
記者署名：
楊伶雯
原文內容：
美系外資預估光寶科（2301）今年營收及獲利雙降，將評等由中立調降至減碼，目標價更是
跌破百元，由112元調降至88.8元；光寶科除息後走勢疲弱，29日開低走低，除息第三天仍
是貼息的表現，盤中一度下探至99.4元，面臨百元關卡保衛，盤中跌幅逾半根停板。
光寶科去年稅後純益145.71億元，年增8.2%，創新高；每股純益（EPS）6.36元，董事會通
過去年第4季配發每股現金股利2.50604928元，27日除息後股價持續走弱，再遭外資降評及
調降目標價，加重股價跌勢，今日以104元開出，下跌2元，股價開低走低，一度下探至99.4
元，盤中力守百元關，但跌幅仍超過5%。
美系外資認為，光寶科包括 AI 電源供應器、電動車快速充電樁的表現比預期緩慢，且 PC
需求不明朗，預估光寶科今年營收至第4季前恐將不會年增，今年獲利恐年減10%。
美系外資表示，IT相關業務營收占光寶科總營收比重約44%，但預估將受到 PC/NB 機型轉型
需求不明、及今年沒有遊戲機新機型的影響，預估光寶科今年營收恐將年減5%，加上獲利將
年減10%，決定調降光寶科評等及目標價，將評等由中立降至減碼，目標價下修至88.8元。
心得/評論：
營收被看衰 目標價被調降
不是在穩穩的臭豆腐概念股嗎
挖勒 臭豆腐概念股真的要臭了嗎？
救救寶寶…
--
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