结果高盛直接sell改成buy囉
改玩基期低的手机了
Mediatek (2454): Earnings review:
Fundamentals bottoming out; 3Q23 as an inflection point; upgrade to Buy from Sell; TP to NT$770 from NT$605: GS Bruce Lu upgraded MTK from Sell to Buy as he believes MediaTek has reached an inflection point in 3Q23 with the global smartphone market and expect its revenue to resume growth momentum in the next 12-18 months. Bruce also views MediaTek as a potential beneficiary from the Al trend from a longer-term perspective given its competency in the edge computing space such as ASICs and peripheral ICs.
※ 引述《popo123456 (可仔)》之铭言：
: 新闻来源：中时
: 网址
: https://www.chinatimes.com/newspapers/20230729000112-260202?chdtv
: 近十季新低 联发科Q2获利腰斩 EPS仅10.07元
: 04:102023/07/29
: 工商时报 张珈睿
: https://i.imgur.com/Fxj7aGN.jpg
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: ……
: EPS创10季新低、毛利也新低,有点惨
: