[新聞] 光靠Vive撐不久?德銀:宏達電股價恐崩60%!
http://0rz.tw/I0G1d
光靠Vive撐不久?德銀:宏達電股價恐崩60%!
鉅亨網編譯張正芊 綜合外電
宏達電 (HTC) (2498) 股價近期暴衝,受到熱門 VR (虛擬實境) 新產品 Vive 拉抬,短
短 7 天飆漲逾 40%。但德意志銀行 (Deutsche Bank) 警告,宏達電業績若要靠 Vive 來
顯著提升,還面臨許多障礙,因此股價有可能回崩 60%。
《巴倫週刊》網站週三 (16 日) 報導,德銀分析師呂家霖發布報告指出,儘管從核心技
術及使用者經驗來看,Vive 的確優於 Oculus Rift 及索尼 (Sony)(6758-JP) 的 PS VR
,但其前景仍有若干障礙,包括全面使用的成本高 (需添購設備)、技術門檻 (需安裝兩
個基地台) 及最重要的產品生態圈相對弱勢。
呂表示,除非出現下列幾種情況,才會改變對宏達電的負面看法:一,賣掉智慧手機部門
,而 Google ( (US-GOOGL) ) 會是不錯的買家。二,砸錢大力宣傳,迅速築起綁住用戶
的產品生態圈,自推應用程式商店,買下國外 VR 遊戲公司,及自行研發 1、2 套旗艦遊
戲。三:將原有行動產品技術經驗擴大,推出 AR (擴增實境) 設備,因為長期而言這比
VR 產品的潛在市場規模 (TAM) 更大。
呂預估,宏達電在今明兩年共須賣出 300-400 萬台 Vive,才能損益兩平。他目前預估的
宏達電目標價,竟只有 45 元台幣。該股今年來已暴漲 46%,週三再勁揚 3.49% 收 118.
5 元台幣,因傳出索尼 PS VR 延後至今年 10 月上市。
心得,反正我是信了,vive不可能像手機一樣普及到每個人都買,頂多是一個時期的過度
產品,先空再說了,沒有任何營收光只是炒新聞是沒用的。
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