作者查詢 / kevev
作者 kevev 在 PTT [ Stock ] 看板的留言(推文), 共581則
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14F推:新普營收主力是NB 平板毛利低 會衰退正常 NB很慘05/04 23:14
18F推:我倒覺得NB會在探低 大廠都不想玩了 雞肋毛利05/04 23:19
22F推:PC才是有他的價值 不好淘汰 NB穩定市場就很懷疑05/04 23:26
30F推:NB有散熱問題 很懷疑 如果能吃下PC這塊 為什麼大廠會05/04 23:34
31F→:不想玩呢 NB+PC這塊不小耶05/04 23:35
33F→:如果像NB吃PC這塊 那根本不用擔心 手機和平板威脅05/04 23:37
35F→:光打字+工作 就電死這2項注重高娛樂 電子產品了05/04 23:38
38F→:NB吃的那麼開的話 會是 NB加手機 還是持續成長 平板05/04 23:39
40F→:反而會被大尺寸手機吃掉 NB應該是 2強之一05/04 23:40
41F→:奇怪的是感覺不出來 不然新普以NB為主力 怎麼會趴下05/04 23:41
46F推:對啊 你們但上面的推文看法是 NB將吃下PC這塊 PC會衰05/04 23:45
47F→:退 NB取代成為霸主 那怎麼會擔心NB數量問題 應該05/04 23:47
48F→:1手機2NB 3-4 平板或PC 12各有市場 應該同步成長05/04 23:48
51F推:沒有比較高啊 最大霸主一定是手機 但依上面 PC+NB05/04 23:50
53F→:NB吃掉 這塊相當大耶 不需要擔心平板搶05/04 23:52
54F→:手機和平板差距不大 大尺寸手機必定慢慢吃掉平板市場05/04 23:53
55F→:第2是平板還言之過早 反而像NB+PC市場 還大點05/04 23:54
56F→:舉例是 同時有手機和平板未來會多 還是手機+NB or PC05/04 23:55
64F推:新普讓我套在 135-137 別在喊空了05/05 00:05
66F→:(〃￣︶￣)人(￣O￣〃) 快點漲05/05 00:06
72F推:當時選可成和新普.....選錯了 媽的 +1 ( ′-`)y-～05/05 00:22
20F推:石二鍋 沒記錯的話 是目前賠錢貨 雖然生意很好05/05 00:02
21F→:石二鍋和曼咖啡仍處於虧損狀態 看來是沒記錯05/05 00:03
13F推:我的新普也流血不止了 APPLE陣營最近好軟 紅海也是04/22 16:34
5F噓:馬妖孽吃屎04/16 21:21
2F推:反觀馬妖孽04/11 23:41
20F推:那一支 會利空到底 好奇 不計跌停賣04/06 23:39
7F推:愛說笑 下市下櫃都有人在買了 不信問 黃崇仁04/06 22:18
10F推:威盛有陣子打進全額交割 現在19.9 敢拚的話3-4倍04/06 22:21
12F→:千線萬線不如內褲線 股友共勉之04/06 22:23
18F推:威盛有打入全額交割股啊 2009年05月05日04/06 23:04
1F推:台泥和嘉泥 二家姻親怎麼可能會幫04/06 21:46
3F→:正是因為姻親 才不好太主動干涉嘉泥04/06 21:49
4F→:除非嘉泥自己要求04/06 21:50
8F推:所以我很懷疑高層有沒有就這件事進行討論幫忙 不然依04/06 21:55
9F→:二家的關係 看起來雙方互利的事 怎麼會這樣04/06 21:57
4F推:自己產量開不出來 怪誰呢 在好的手機也是屁 和蝴蝶機04/06 12:51
5F→:時一樣 等現在蝴蝶機不缺貨了 新一又出來了04/06 12:52
5F推:鴻家軍營收 3+兆 也賺了900+億04/06 12:16