[標的] 2454 聯發科 (空)
1. 標的：聯發科 2454
2. 分類：空
3. 分析/正文：
去年發哥的EPS從30掉到只剩下16.6，毛利率跟淨利率不斷往下，
代表中國市場不僅僅趨近飽和，且各方競爭對手已經開始吃掉市佔了
(指中、低階晶片，高階不用說穩輸高通的)
且今年的前景發哥自己已經看衰自己了，散戶沒有看好他的需要，
在晶片戰的紅海中沒有人可以全身而退，只有最強的會留下，我想那應該會是高通。
4. 進退場機制：(停損價位/出場條件/長期投資)
進場空點均價 : 237
停損價位 : 抓前波收盤高點 258
停利價位 : 本益比抓10倍 166
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.168.77.132
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1462540298.A.CAC.html
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