[新聞] 市場看微星,千億年營收 百元身價
1.原文連結(必須檢附):
http://www.chinatimes.com/realtimenews/20160922002491-260410
2.原文內容:
微星(2377)股價今年以來漲了約1倍,今早股價最高一度來到85元,高出和碩(4938)和
鴻海(2317),堪稱今年電子硬體中的飆股。市場也傳出微星今年營收破千億元,
股價攻百元的耳語。只是微星今年已漲多,能否再攻高還是要回歸檢視基本面。
微星(2377)經過多年努力躍身為電競一哥,8月營收破百億大關,達歷史新高,
股價自年初以來呈倍數成長,微星推搭載NVIDIA最新GTX10系列電競筆電已全球上市,
其運算效能大幅提升,將有效挹注微星未來營運。微星上半年合併營收逾461億元,
稅後每股盈餘達2.47元,優於去年同期的1.78元。下半年是傳統旺季,已有法人喊出
全年EPS上看8元。
微星8月營收約102.2億元,較上月增長22.6%,並較去年同期上揚39.2%。展望未來,
其電競部門在新一代顯卡效能大幅提升下,可望帶動相關產品單價大幅提高,
各產品線出貨量可望持穩。法人考量整體電競市場仍具發展潛力,且未來在VR相關應用
持續發展下,對其整體營運將呈現正向幫助。
以搭載NVIDA的GeForce GTX 960M以上級別顯卡的電競筆電來看,微星預期全球出貨量
約可達400萬到500萬台,有2位數幅度的成長。
3.心得/評論(必需填寫滿20字):
股價攻百元 抄鄉民的吧 看來ptt法人 果然是指標
EPS 8元 咁有可能???
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1474514721.A.E2A.html
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