[新聞]大立光還能漲2成?這個原因~被喊看4000
1.原文連結(必須檢附):http://goo.gl/ZjupcN
2.原文內容:
【大立光還能漲2成?】這個原因~被喊看4000
2016年07月15日09:05
股王大立光(3008)毛利率衝鋒66%,創下歷史紀錄。部分外資也啟動調升大立光目標價
預估,港系外資看好大立光雙鏡頭贏者全拿,調升目標價至4050元。元大投顧認為在蘋果
iPhone 7/7+力道加持下,大立光今年下半年獲利力道將發威,也將目標價從3700元調升
至4000元。
大立光今天股價以3280元開盤,早盤大漲逾170元,漲幅逾4.8%。
港系外資表示,大立光雙鏡頭將贏者全拿,調查供應顯示,今年下半年除蘋果iPhone 7+
,華為Mate9、小米6搭上雙鏡頭應用外,在景深鏡頭應用上,也有小米紅米Note 4。
在雙鏡頭相關題材持續下,預估大立光雙鏡頭市佔率2016~2018年將分別上看100%、70%、
70%水準,因此將目標價從3700元一舉調升至4050元。
元大投顧看好雙鏡頭、6p鏡頭題材,加上明年上半年新產能挹注,預期這波獲利題材將
帶動股價中長期走勢,且在蘋果iPhone 7/7+助攻下,日廠Kantatsu也有相當表現,但
大立光股價還未完全反映,預期大立光獲利將在今年下半年至明年還有一波表現。
(陳俐妏/台北報導)
3.心得/評論(必需填寫滿20字):
大立光今天漲停板
搭配雙鏡頭題材以及毛利率提高利多發酵
距離4000元似乎愈來愈近惹...
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