[新聞] 鴻海值幾元? 麥格理張博凱高喊:200元
1.原文連結(超過一行或過長必須縮網址):https://udn.com/news/story/7240/2527678
2.原文內容:
麥格理證券大中華區科技產業研究團隊主管張博凱指出,鴻海已從過去的手機代工廠,轉
型成為兼具零組件、機器人,甚至是品牌的整合型帝國(integrator),將推測未來12個
月合理股價一口氣從150元,大幅拉高至200元;這也透露出,鴻海帝國版圖更加全面,市
場賦予的本益比不可再以舊觀念視之。
張博凱以「揭開神秘帝國的面紗(Lifting the veil on the Enigmatic Empire)」為題
,將鴻海未來營運藍圖徹底剖析,點出鴻海從消費型電子產品,轉聚焦機器人與電動車新
的大趨勢,並聚焦核心技術發展。更重要的是,併購夏普之後,增加的絕不只有營收,更
強化了鴻海的品牌力道。
3.心得/評論(必需填寫滿20字):
1. 200元 達標 郭董就可以退休了 !
2. 放空鴻海集團的投顧老師
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