[新聞] 外資觀點:蘋果砍單,美系外資調降鴻海等
1.原文連結(必須檢附):
https://goo.gl/yzta1X
2.原文內容:
【財訊快報/劉居全報導】美系外資在今(14)日最新出爐的報告中表示,受到蘋果砍單iPhone以及砍價零組件衝擊,對於鴻海(2317)近期獲利將有衝擊,決定將鴻海評等由原先的「中立」降至「減碼」,目標價由85.71元降至73元,同時預估明年每股盈餘將年下滑12%;而外資連續賣超鴻海4個交易日。
美系外資表示,經過調查,蘋果在今年第四季及明年第一季在iPhone庫存建立砍單分別約10%及18%,為反映蘋果砍單出貨組裝,預估明年從年增7%降至年減3%,因此決定下修獲利預估。美系外資更強調,鴻海獲利成長有壓力主要是蘋果iPhone上半年出貨恐下滑,決定調降評等至「減碼」,目標價由85.71元降至73元。
3.心得/評論(必需填寫):
海公公真的只靠蘋果吃飯嗎
感謝提醒 已進貨 海公公快硬起來吧
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※ 編輯: CTC0115 (59.120.186.118), 12/14/2015 13:23:01
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