Re: [新聞] 苦吞連9虧,宏達電Q2每股虧2.37元消失
妖股財報假設沒有作帳與放風聲炒作的話,
只能說高層策略與等級被LG海放好幾條街。
忘記在哪裡看到的分析,好像是SA的樣子,
年初S835爽爽爽傳出良率與產能問題時,
能拿到貨的就只有爽爽爽自己與小米兩家,
如果對手賣得好,林北就用產能卡你,讓你沒有量,
以現今旗艦機至少一年一機的情況下,S8四月多出貨,
其他廠拿到夠多的S835可出貨差不多要半年,
人家已經賣一陣子了,你才剛要開賣,
然後只能撐半年多,嗯!看看有無肉屑可撿,
聽說這是今年G6只用S821就上的主因。
妖股新機賣到缺貨,應該是無貨可出的可能性比較高,
有單無貨當然收不了錢,想賣高階機,高通的大腿要抱緊。
※ 引述《Lsamia (samia)》之銘言:
: 唔...感覺好奇怪啊
: 這一季開賣高階機種出貨,毛利率應該會持續提升
: 結果還掉了2.6個百分點,現金也縮到了310億
: 五月台灣上市,銷售量十足
: 六月低配版中國京東商城獨賣,五分鐘內賣光
: 我記得還有人說預計Q2轉虧為盈
: 還是有誰說Q2有外資預計第二季賺九元?
: 不知道到底是甚麼地方虧到了
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