[標的] 2498 宏達電
1. 標的:2498 宏達電
2. 分類:多
3. 分析/正文:
基本面:1月營收創十月新底。爛
vive銷售量未知不明,一般推測是在45萬-60萬組之間。爛爆了
手機業務,U系列剛強勢上市,應該在這二個月對營收有極大的貢獻。
但是,手機業務,由於中國廠商進逼,這產業能賺的公司不多了。超爛
新聞面:全部一片唱衰VR。超爛
財務面:預計去年Q4後,現金水位將降至300億元以下。爛
長期投資項目,逐漸增加。
2016年總虧損,保守估計eps -10元。超爛
未來面:vive 2代將在2018年推出,整合無線、耳機…等等煩雜的裝置在一體。期待
手機業務,在未來,還是只會貢獻負營收。爛
Google pixel和DayDream VR的代工,合約期還有三年。期待
技術面:
布林寬帶已縮至極低、MACD幾乎躺平在零軸
4. 進退場機制:短期投資
明日 79元以下進場,目標價暫定86元 (海豚防線之下)
破76元停損,不要留戀。
在一片爛聲中,請勇敢進場吧。
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Sent from my iPhone 7
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