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需求仍疲軟 巴克萊憂心雙A財報成績
Aug 7th 2013, 22:31

在個人電腦 (PC)相關廠商發布第二季營收結果的前夕,巴克來證券出具報告指出,因為第二季PC需求低於季節性水平,因此預期相關廠商營運數據將走疲。巴克萊團隊指出,儘管維持8家PC品牌、ODM與EMS廠的評等,但全面下修對公司營運的預估值,其中僅聯想不受影響,而包括上市股宏碁(2353)、華碩 (2357)、和碩 (4938)與緯創 (3231)在內的 公司,股票目標價都遭到下修。

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