Wanbao Investment Gu Chen Zirong pointed out that Taiwan stocks are making progress with each passing step. In addition to IC design leader MediaTek (2454-TW), whose share price has risen to the throne, Wisdom (6669-TW), a major cloud server manufacturer, has also stepped forward. In the list of daughters, twelve golden hairpins lined up and gleamed, illuminating the path of Taiwanese stocks. Among them, the shares of Wang Xili-KY (6415-TW) and Hou Xinhua (5274-TW) both set new record highs for their share prices, and the IC design group price comparison effect is expected to start.
MediaTek’s latest flagship 5G chip Dimensity 2000 is about to debut. It is said that the chip performance directly challenges Apple M1, and it is expected to get more brand customers to import in the 5G replacement wave. In addition, Samsung’s smartphone shipments next year are estimated to be as high as 334 million. It is almost the highest number in the past five years, of which 80% of the low- and medium-end models. MediaTek used to provide Samsung’s mid- and low-end models. It is expected that 14 of Samsung’s 64 mobile devices will use MediaTek’s next year. With chips, MediaTek’s sports performance next year can be said to be very strong.
MediaTek’s stock price hit a band high of 1,100 yuan, and legal persons continue to operate more frequently. There are still many ambushes in the IC design group, all of which are potential stocks in the future, such as Liwang (3529-TW), Novatek (3034-TW), Lianyang (3014-TW), Holtek (6202-TW), Hongkang (6457-TW), Creative (3443-TW), Original Phase (3227-TW), Sunplus (2401-TW), in technical terms Or the chips have a good performance, you can pay more attention to the follow-up.
The Roundhill Ball Meta-Universal ETF (META-US), which was just listed in the United States at the end of June this year, has continued to record high stock prices. It has risen by nearly 20% in more than four months. On the day Facebook announced the name change, the ETF even poured in 12.5 million. With US dollar investment, female stock Cathie Wood estimates that virtual world revenue will reach 400 billion U.S. dollars in 2025, and Bloomberg estimates that the output value in 2030 will reach 2.5 trillion yuan.
To catch up with this emerging development trend, Wall Street analysts have already revised up the target prices of Meta Universe stocks including Huida, Supermicro, Xilinx, MARVELL, etc., by as much as 30%, which means that Meta Universe. No longer just imagine, start to enter our lives truly, and relevant ethnic group operations will begin to be constructed.
Wanbao Investment Gu Chen Zirong pointed out that Taiwan Yuan Universe representatives HTC (2498-TW) and VIA (2388-TW) have re-launched the offensive after a short break of one or two days. Its subsidiary Weifeng Electronics (6756-TW) on Wednesday ( 11/17) It is a daily limit with lights up.
On 11/5, I recommend Weifeng Electronics. The stock price has repeatedly hit a record high of 590 yuan, an increase of up to 30%. The recommended VIA on 11/11 also has 22%. These stocks are expected to be accounted for in Metaverse and the group before the end of the year. Under the pressure, the stock price has risen to the next level, so the pull back is always considered too much.
In addition, the supply chain related to Meta Universe, including semiconductors, optical lenses, sensing components, and PCB groups, also has performance potential. For example, Super Micro has received META Oculus orders, and its supply chains include Xinhua and Pray-KY. (4966-TW), Wisdom, Jiance (3653-TW), ASRock (3515-TW), Jinju (8358-TW), etc. are also expected to supplement their performance in the future.
Sunplus Innovation (5236-TW) is an IC factory under Sunplus Group. Its main production line is video signal processor (ISP) for network cameras, which accounts for more than 40% of the market. The AR head-mounted display supply chain has a strong share price performance; Sunplus Innovation’s October revenue was 1.929 billion yuan, an annual growth of 35.9%, setting a new high for the same period, and the first three quarters of profit were close to 1 share capital. In addition to continuing to develop low power consumption, AI products are also actively exploring the Internet of Things, telemedicine and industrial markets.
Maoda (6138-TW) is an IC design factory. Benefited from the strong demand for PCs, it has raised product prices several times this year. In the third quarter, revenue and gross profit have both hit record highs. The EPS in the third quarter was as high as 9 yuan, which has significantly exceeded last year’s 6.43 yuan. As orders are still tight, semiconductor shortages will continue at least until the second half of 2022, so it is not ruled out that further price increases; Maoda continues to develop new products, including the area of MiniLED TVs. Dimming products and DDR5 have already begun to be supplied in small quantities. In the future, CPU VCORE power management ICs will be shipped, and the business will continue to grow.
Jinxiang Electronics (2368-TW) is the world’s largest server board manufacturer, benefiting from high-end Netcom and server shipments. The third quarter’s revenue and profit both reached new highs; this year’s server new platform conversion, Whitley layer Counting 14-16 layers, next year’s Intel Eagle Stream at least 18 layers, will help Jinxiangdian ASP to improve, and the part of high-end switches is expected to maintain double-digit growth next year; current Jinxiangdian orders are already on the rise By the first quarter of next year, the off-season in the fourth quarter is not low, and the revenue is expected to be new.
Of course, there are some good stocks that still have an advantage in short-term chips under the high-end index fluctuations, including related stocks such as car electronics stocks, third-generation semiconductors, and new apples. However, due to limited space, please enter directly The fan group took a look and hoped to be helpful to the readers.
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