高盛重新追蹤宏達電 喊上76元 - 工程師
By Callum
at 2022-07-05T14:19
at 2022-07-05T14:19
Table of Contents
作者: IzumiKonata ( ) 看板: Stock
標題: [新聞] 高盛重新追蹤宏達電 喊上76元
時間: Tue Jul 5 09:02:40 2022
原文標題:
高盛重新追蹤宏達電 喊上76元
原文連結:
https://www.google.com/amp/s/wantrich.chinatimes.com/amp/news/20220705900015-420
101
發布時間:
2022-07-05
記者署名:
簡威瑟、吳筱雯
原文內容:
台股4日大盤重挫,不過元宇宙概念股宏達電卻在外資高盛重新追蹤宏達電、並出具最新報
告加持下,拉尾盤直衝漲停板。高盛看好宏達電2022~2025年VR硬體出貨量年複合成長率73
%,VR軟體估計在2025年對毛利貢獻度達15%,目標價定在76元。
元宇宙是什麼模樣連Meta都不知道,這項技術還需要好多年的時間走入主流,可是股市對元
宇宙的熱情,又因為宏達電推出元宇宙手機而再起,即使宏達電的VR產品還是無法讓宏達電
損益兩平,即使元宇宙手機被部分外媒評為只是充滿行銷噱頭的平庸產品,並批評宏達電從
以前到現在的產品開發多由噱頭所驅動,仍不影響宏達電又因元宇宙話題而股價紅通通,連
多年前已不再研究宏達電基本面的外資高盛,都搶先重新追蹤宏達電。
高盛出具報告表示,宏達電智慧型手機營收占比已經躺平、預期今年僅有4%,VR硬體則快
速擴張,宏達電VR硬體主攻高單價、B2B商用市場,預估2022~2025年VR硬體出貨量的年複
合成長率將高達73%。
而宏達電投資多年的VR軟體與生態系統(包括APP與內容商店Viveport、VR會議Vive Sync、
自有影片內容製作Vive Originals、音樂元宇宙Beatsday、藝術Vive Arts、NFT交易平台Vi
ve Bytes、虛擬貨幣與NFT錢包Vive Wallet等)不僅可以讓宏達電VR硬體出貨量成長,也能
幫助宏達電滲透至不同的垂直市場應用、擴大用戶基礎,長期來說VR生態系統與軟體對宏達
電獲利將有幫助,預估2025年宏達電的VR生態系統與軟體將貢獻約15%毛利。
報告指出,高盛看好元宇宙發展,不過VR市場仍需要一段時間才成為主流,高盛仍在觀察宏
達電在VR市場的機會,並因此先將宏達電評等定在中性,如果VR市場比原先預期更早爆發,
VR軟體、內容的營利貢獻對宏達電將更顯著,屆時高盛對宏達電的看法可能會更為正面。
而宏達電在多年後重新獲得外資「關愛的眼神」後,4日開盤時股價還尚稱冷靜,隨著大盤
愈跌愈深,宏達電在盤中大漲約半根停板,終場前爆出大量拉尾盤,一舉以55.2元漲停作收
。
心得/評論:
多年沒有追蹤,這次高盛看好宏達電2022~2025年VR硬體出貨量年複合成長率73%,短線目
標價76元,長線高盛看好到181元
--
Tags:
工程師
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