[標的] 6290良維 神人吃貨多
1. 標的:6290良維
2. 分類:多
3. 分析/正文:
3-1 :
第一金忠孝這個點在6290良維進出的很犀利(見下圖),2021年2月至2021年7月在良維高點
賣了9795張(見下圖),這個點有辦法賣萬張絕非一般散戶,從上個月的11/16開始這個神
人默默吃貨1137張買在62上下(見下圖),目前價格與神人成本差不了多少,這幾天跟進神
人逢低布局等股票發動
3-2 :
早上公布11月營收7.06億(見下圖),月增15.7%,Q4有機會是今年高峰,老實說11月營
收比預期好,資料中心這部分雲端伺服器出貨給客戶亞馬遜,AI伺服器需求不錯,明年底
泰國新廠落成拚產能倍增,電動車客戶ChargePoint因為採用特斯拉充電規格(NACS),良
維充電設施也在洽談出貨,電動車內部用線也出貨給美系新創車廠,電動車&伺服器營收
佔比今年3成明年會更高,第三季單季獲利2.64元、毛利率跳到29.3%,但公司表示第四季
開始會提列遷廠損失,股價隔天受影響直接開低下探60.8元
4. 進退場機制
邏輯上11/13應該要因為季報而股價大漲,卻因為遷廠將認列損失變成大跌,所以現在的
股價已反應過未來利空,未來高毛利的亞馬遜訂單或ChargePoint訂單都會維繫成長,股
價遇到遷廠利空卻看到神人逢低吃貨,上週五進場少少部位,今天預計再佈局一些,買進
停損設定60元跌破,用有限的虧損去換大大的獲利空間
https://i.imgur.com/PHZui4A.jpg
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