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工商頭條~14檔電子尖兵 搶攻520
May 12th 2013, 01:05

工商頭條~14檔電子尖兵 搶攻520
2013/05/12 09:05 中央社

5至6月科技業將掀起拉貨潮,包括蘋果iPhone 5S及平價iPhone新機拉貨潮、英特爾推出Haswell處理器、NFC大舉運用、4G兩岸開標及大陸智慧型手機出貨加溫等,讓電子業五窮六絕淡季,出現轉機!搭配基本面及技術面優勢,包括聯發科、健鼎、瑞昱等14檔五不窮六不絕概念股,可望帶頭搶攻520行情。

據CMONEY資料統計,4月營收月增率、年增率,以及累計前4月營收年增率都續增溫;若加上5月來法人持續買超加持背書,可以篩選出相關概念股,包括行動商機股(蘋果及大陸智慧型手機)聯發科、瑞昱;NFC及4G概念股的力旺、智易;英特爾概念股京元電、康舒、超眾等,都可望淡季不淡,今年業績成長性值得期待。~工商時報2013年 5月12日頭版頭條

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