[標的] 2363 矽統 跟著大戶多
標的:
2363 矽統
分類:多/空/討論/心得
多
分析/正文:
新聞:
聯電(2303)2日公布,由子公司蘇州和艦將聯暻全數股權出售給矽統(2363),這意味著,
矽統在IP與ASIC設計服務端的佈局,往前邁進一大步,同時因聯暻獲利穩健成長,將替矽
統帶入穩定的營收與獲利。聯電代子公司蘇州和艦公告,因應集團策略規劃,處分聯暻半
導體(山東)全數股權給予矽統,總交易金額為7700萬元人民幣。而聯電處分利益達1996萬
元人民幣,將在今年第二季財報中認列。
群益投顧觀察聯電財報指出,聯暻半導體2023年貢獻聯電獲利2.48億元,此次聯電將聯暻
半導體處分給矽統之後,將使得矽統將具備更完整的IP組合,並且強化其設計服務能量;
另外,因為聯暻長期獲利被看好,在矽統吃下全數股權之後,有機會能進一步挹注獲利。
而聯電雖處份聯暻予矽統子公司,但透過間接持股矽統,聯電還是可以認列聯暻的獲利。
市場重新定義矽統為IP+ASIC概念股
籌碼面 外資 自營大買
融資大增(主力融資2天2.8萬張)
才剛開始起漲段 走勢判斷
這幾天外資 自營 主力會狂買 然後進五分盤跟二十分盤
這檔股本大 要進分盤才好拉
進退場機制:
現在進場55
漲一倍出場110
停損價50
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1712800535.A.2F1.html
※ 編輯: a10141013 (59.124.126.108 臺灣), 04/11/2024 09:57:00
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100以內都是無風險的主升段
1. 智原股本25億股價330 矽統股本75億股價應有110
2. 併購的這間公司是賺錢的 不是只有本夢比
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※ 編輯: a10141013 (59.124.126.108 臺灣), 04/11/2024 12:46:53
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