Re: [標的] 3060銘異 將迎來海運式暴漲
個人已埋伏在銘異一段時間,噴出前低檔建完倉後,就是小部位持續做價差,連價差算一
算的話,總平均成本已降至18元以下。
https://i.imgur.com/hwu7ZqL.jpeg
雖有小部位買賣,但總部位變動沒有太大,一直在區間內移動而已。
昨天跌停的分析:
https://i.imgur.com/c0tWQrm.jpeg
會緊張的,應該都是追高或者賭營收被隔日沖拖下水的人吧?
簡單結論:
HDD產業原本是全球性寡占的夕陽產業,類寡占的供應鏈。
意外的、有默契的、有序的,逐漸變成初升的朝陽。
供應鏈廠商在前幾年沒先投資的話,根本吃不到現在、未來高階硬碟的高毛利零件訂單。
銘異在前幾年的高階硬碟設備資本支出,從去年下半年開始,開始對應到新局面。
今天公告的第一季財報,應該是本業正式轉虧為盈邊緣,第二季開始的未來幾季,隨著產
品毛利結構改善,個人認為值得期待。
以上。
※ 引述《homoho (山椒魚)》之銘言:
: 標的:銘異
: 分析/正文:
: 銘異台灣最純的HDD零組件股,AI伺服器需求,讓原本日薄西山的HDD起死回生,最近缺
貨
: 路透: Sony to partner with Seagate on hard disk drives used for AI
: 集邦: AI Market Growth Rescues HDD, Driving Half-Year Price Surge of 20%
: 集邦: AI Boosts Demand for High-Capacity HDDs, as Seagate Expected to Follow
w
: Forbes: Will HDD Shortages Slow AI Training And Implementation?
: DIGITIMES: Generative AI and HAMR will drive next wave of growth for traditi
on
: The Register: Seagate joins the HDD price hike party, blames AI for spike in
d
: 如果你還不相信HDD需求,這張富比世文章的圖可以說明一切。
: https://i.imgur.com/NhB7FGo.jpeg
: 進退場機制:昨天買跌停,我笑不停,27以下都可進場,不預設高點
--
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