[標的] 聯發科2454 空
1. 標的:聯發科 2454
2. 分類:空
3. 分析/正文:
a. 毛利一直下滑從40趴保衛戰,我看現在要力守30趴
b. AMD的官司未了 到時候又不知道要付多少錢
c. 大盤回檔至9800 發哥還在21x打滾
d. 認列業外投資去年EPS才勉強有15.16的水準
回到第一點毛率持續下探
e. 另一家IC設計大廠 RTK Q1匯損吃掉一半獲利
產業相近的發哥也會吃新台幣升值的虧
綜合以上 星期五的法說會應該是不太樂觀 今年配息可能不到雙位數
『IC設計』、『IC製造』二大龍頭股價有機會出現黃金交叉
4. 進退場機制:(非長期投資者,必須有停損機制)
225 停損
190 停利
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推
04/27 08:52, , 1F
04/27 08:52, 1F
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04/27 08:58, , 2F
04/27 08:58, 2F
推
04/27 08:58, , 3F
04/27 08:58, 3F
→
04/27 09:11, , 4F
04/27 09:11, 4F
噓
04/27 09:23, , 5F
04/27 09:23, 5F
推
04/27 09:27, , 6F
04/27 09:27, 6F
推
04/27 09:29, , 7F
04/27 09:29, 7F
噓
04/27 09:34, , 8F
04/27 09:34, 8F
→
04/27 09:35, , 9F
04/27 09:35, 9F
噓
04/27 09:48, , 10F
04/27 09:48, 10F
噓
04/27 09:48, , 11F
04/27 09:48, 11F
噓
04/27 09:49, , 12F
04/27 09:49, 12F
噓
04/27 09:49, , 13F
04/27 09:49, 13F
噓
04/27 09:51, , 14F
04/27 09:51, 14F
→
04/27 09:54, , 15F
04/27 09:54, 15F
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04/27 09:54, , 16F
04/27 09:54, 16F
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04/27 09:54, , 17F
04/27 09:54, 17F
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04/27 09:55, , 18F
04/27 09:55, 18F
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04/27 10:00, , 19F
04/27 10:00, 19F
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04/27 10:00, , 20F
04/27 10:00, 20F
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04/27 10:00, , 21F
04/27 10:00, 21F
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04/27 10:01, , 22F
04/27 10:01, 22F
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04/27 10:03, , 23F
04/27 10:03, 23F
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04/27 10:03, , 24F
04/27 10:03, 24F
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04/27 10:08, , 25F
04/27 10:08, 25F
推
04/27 10:18, , 26F
04/27 10:18, 26F
推
04/27 10:22, , 27F
04/27 10:22, 27F
→
04/27 10:22, , 28F
04/27 10:22, 28F
噓
04/27 10:25, , 29F
04/27 10:25, 29F
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04/27 10:25, , 30F
04/27 10:25, 30F
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04/27 10:29, , 31F
04/27 10:29, 31F
推
04/27 10:30, , 32F
04/27 10:30, 32F
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04/27 10:31, , 33F
04/27 10:31, 33F
推
04/27 10:33, , 34F
04/27 10:33, 34F
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04/27 10:33, , 35F
04/27 10:33, 35F
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04/27 10:34, , 36F
04/27 10:34, 36F
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04/27 10:37, , 37F
04/27 10:37, 37F
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04/27 10:43, , 38F
04/27 10:43, 38F
推
04/27 10:45, , 39F
04/27 10:45, 39F
還有 116 則推文
噓
04/28 10:29, , 156F
04/28 10:29, 156F
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04/28 11:08, , 157F
04/28 11:08, 157F
噓
04/28 12:23, , 158F
04/28 12:23, 158F
噓
04/28 12:48, , 159F
04/28 12:48, 159F
噓
04/28 12:56, , 160F
04/28 12:56, 160F
噓
04/28 13:38, , 161F
04/28 13:38, 161F
推
04/28 13:56, , 162F
04/28 13:56, 162F
推
04/28 14:07, , 163F
04/28 14:07, 163F
噓
04/28 14:16, , 164F
04/28 14:16, 164F
→
04/28 15:49, , 165F
04/28 15:49, 165F
噓
04/28 16:03, , 166F
04/28 16:03, 166F
噓
04/28 16:25, , 167F
04/28 16:25, 167F
噓
04/28 16:38, , 168F
04/28 16:38, 168F
噓
04/28 19:46, , 169F
04/28 19:46, 169F
噓
04/28 21:20, , 170F
04/28 21:20, 170F
→
04/28 21:22, , 171F
04/28 21:22, 171F
噓
04/28 22:37, , 172F
04/28 22:37, 172F
噓
04/29 06:55, , 173F
04/29 06:55, 173F
推
04/29 08:26, , 174F
04/29 08:26, 174F
→
04/29 08:26, , 175F
04/29 08:26, 175F
推
04/30 17:16, , 176F
04/30 17:16, 176F
噓
05/02 09:40, , 177F
05/02 09:40, 177F
推
05/02 09:41, , 178F
05/02 09:41, 178F
推
05/02 09:50, , 179F
05/02 09:50, 179F
噓
05/02 10:17, , 180F
05/02 10:17, 180F
噓
05/02 10:18, , 181F
05/02 10:18, 181F
噓
05/02 10:23, , 182F
05/02 10:23, 182F
噓
05/02 10:43, , 183F
05/02 10:43, 183F
噓
05/02 10:46, , 184F
05/02 10:46, 184F
推
05/02 10:54, , 185F
05/02 10:54, 185F
→
05/02 10:54, , 186F
05/02 10:54, 186F
→
05/02 11:30, , 187F
05/02 11:30, 187F
噓
05/02 12:59, , 188F
05/02 12:59, 188F
噓
05/02 14:01, , 189F
05/02 14:01, 189F
推
05/02 15:51, , 190F
05/02 15:51, 190F
噓
05/10 23:38, , 191F
05/10 23:38, 191F
→
05/25 10:06, , 192F
05/25 10:06, 192F
推
05/25 10:12, , 193F
05/25 10:12, 193F
噓
05/25 11:39, , 194F
05/25 11:39, 194F
噓
05/25 14:12, , 195F
05/25 14:12, 195F
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