傳iPhone X銷售不振 外資圈今年起連3轟鴻 - 工程師
By Regina
at 2018-01-29T08:52
at 2018-01-29T08:52
Table of Contents
〔即時新聞/綜合報導〕蘋果iPhone X銷售產生疑慮,今年以來,外資已大賣鴻海13.59
萬張,外資圈並連三轟鴻海,大和資本證券開出第一砲,首降鴻海財務預期,摩根大通接
棒將其股價降到85元,並大砍iPhone X出貨預期,野村證券發出第三轟,降評鴻海至「中
立」。
對於iPhone X銷售,外資圈連番唱衰,《工商時報》報導,摩根大通預期,本季出貨量只
剩上季的一半、僅2,000萬支,連帶衝擊獨家代工廠鴻海財務及股價;摩根士丹利更指蘋
果零組件還有降價空間,供應鏈獲利也將連帶下修,現在還不是承接蘋概股的時候,「至
少等到市場下修獲利預期結束,或是股價再跌一成以上再說」。
野村證券則分析,即使蘋果今年將發表3支新機,儘管鴻海可能從中獲得一些組裝訂單,
但對鴻海下半年獲利幫助不大。
新聞來源: https://goo.gl/nMtW5d
備註:150萬領不到囉??
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