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Storm
@storm.mg
·
1 hour
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封測族群吹起反攻號角!欣銓攻頂、頎邦強漲,外資點名「這兩檔」將爆發
封測廠頎邦(6147)獲外資調升評等。野村證券最新研究報告指出,頎邦在矽光子業務取得進展,加上顯示驅動晶片(DDIC)後段封測供應鏈可能重新洗牌,看好公司基本面改善,將投資評等由「中立」調升至「買進」,目標價也由171元大幅上調至270元。 若以報告發布前,9月14日收盤價189元計算,270元目標價當時隱含約42.9%的潛在上漲空間。受外資升評等題材激勵,頎邦今(17)日盤中...
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