[標的] 請問鴻海被賣不停的原因
鴻海這幾年來只有除息前一個月才會開始有漲勢
每年填息都填得很辛苦
好不容易填息完後就開始一路跌 一路跌 每天都有甜甜價可撿
今年甚至看不到填息的希望
說鴻海要長期投資
可是長期投資效益還是輸大盤輸ETF 輸同類代工股
每年的股利扣掉通膨跟貼息損失 就已經是負成長了
更別說如果有人壓信貸房貸質借的話 還要多付利息錢
外資持股從接近50%賣破鋼底40%
本來科技日前兩週好像有要開始回補的感覺
結果兩天的時間就跌掉兩週的漲幅
今天投信也跟著一起大拍賣
究竟鴻海到底怎麼了 三大法人一直賣一直賣?
1. 是因為鴻海的電動車接單量跟AI代工股的營收一樣,
都是詢問度很高但是營收獲利永遠都是下一季 年底 明年才會反應嗎?
2. 還是因為最大股東帶來的政治風險太高,就像巴菲特賣掉台積電的理由一樣?
3. 或是鴻海有淨值魔咒 只要高於淨值就是溢價了 不能再高?
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