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蘋果日報 2013年07月04日09:08 http://www.appledaily.com.tw/realtimenews/article/new/20130704/219683 【陳俐妏╱台北報導】 宏達電(2498)近日將公布6月和第2季營收,不過外資已輪番下修獲利,繼麥格理、巴黎證 、美林、巴克萊後,野村證券也預警,宏達電高階機款放緩,而中階布局仍疲軟,產品策 略佈局有疑慮,將評等從中立降至減碼,並將目標價從318下修至180元,一併下修2013~20 15年獲利預期29~44%。 野村證券指出,宏達電今年押寶新hTC One,集中單一機款導致的獲利風險提早顯現,因為 現在整體高階款動能趨緩,對宏達電產品組合將有衝擊。即使下半年第3季有中階款hTC mi -ni和高階大尺寸T6,將上第4季蝴蝶機2代來增加產品線,但一體式金屬機殼的mini價格可 能不會低到哪裡去,高階款也只會在限定市場開賣,產品策略布局仍有疑慮。 野村證券也說明,明年宏達電仍有挑戰,主要是其低價手機策略仍不明確,在高端機款差 異化愈顯困難之際,押寶高端機可能無法保證一定帶動營收表現。 心得: 不好意思萊爾七,先幫你搶報HTC的新聞了XD ((菸 不過看到M4的價格應該也不太會低到哪去的樣子 -- Sent from my iPhone -- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 114.37.247.242
推nba9999:liar7 超過一個禮拜沒有打htc了07/04 12:53
→kelon:HTC有中階產品嗎 @@07/04 12:54
推LIONDODO:蝴蝶2就是蝴蝶S07/04 12:54
→sa074463:liar7:我要去吃冰了啦07/04 12:54
推TankPal:liar7動態:失業中07/04 12:54
推nba9999:第4季蝴蝶機2代 所以真正的蝴蝶2還沒出 BFS過渡產品07/04 12:55
推tcj7838:現在手機板流行搶liar7工作XD07/04 12:56
※ 編輯: ILOVEWADE 來自: 114.37.240.240 (07/04 13:06)
推tipe:可能BFS相當於IP5S一樣吧! 我猜的07/04 13:07
推nimiq5566:野村上次是估最低的,結果這次還好~07/04 13:18
→m9315030:機海要被酸. 專注高階也要被酸...07/04 13:19
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因為小弟最近要教親戚小孩數學,但已經忘的差不多,需要有課本喚起小弟久遠的記憶,不知道版上是否有家人剛好畢業要丟課本,能夠施捨給小弟,到時候會附上萬用五十嵐四季春茶一杯,希望是在高雄火車站附近或是巨蛋,請好心人站內信聯絡,謝謝。 -- Sent from my Android -- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 115.80.113.90
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