Wanbao Investment Gu Chen Zirong pointed out that after Facebook CEO Zuckerberg gave a high call, the market of Megaverse was almost like bronzing. The stock price of HTC (2498-TW) rose by about 70% in about a week, a record of more than three years. With a new high of 58.3 yuan, the family business Via (2388-TW) pulled to its daily limit on Tuesday (10/26) to close.
Related concept stocks include sensor component manufacturer Opto Lei (2340-TW), sensor chip manufacturer Etron (5351-TW), Elan (2458-TW), optical manufacturer Yang Mingguang (3504-TW), audio chip manufacturer Huaxun (6237-TW) The stock prices have also been hot recently. Metauniverse is attracting gold and its charm is endless. With the name change of Facebook and international technology companies successively promoting the birth of Metaverse, VR/AR-related stocks will have a bright future.
The same fever as Metaverse is the Starlink project promoted by Tesla founder Musk to build a tandem communication network of 12,000 low-orbit satellites. In the future, whether it is 5G or 6G, low-orbit satellites can increase coverage through low-orbit satellites. In addition to the full development of the United States, China, South Korea, Britain and other countries, Taiwan also lists the space industry as its six core strategic industries.
In 2020, the global satellite industry output value is 271 billion US dollars, of which the output value of ground equipment accounts for 50%, which is quite amazing. Related concept stocks include Taiyang (2314-TW), Jianhan (3062-TW), and Qiqi (6285-TW). ), Hanquan (8103-TW), Shengdak (3491-TW) and PCB Group Shengmao (3305-TW), Taiwan Optoelectronics (2383-TW), Jingpeng (2355-TW), Huatong (2313- TW), Jinju (8358-TW), future operations will have the opportunity to follow satellites to the sky. 10/7 I recommend Jinju for everyone. Its share price has risen by 13%. Jinju’s revenue has reached a new high for 6 consecutive months. The EPS reached 2.46 yuan in the first half of the year. Next year, the new server platform will be launched next year.
Last week, Tesla announced its third-quarter financial report. Regardless of the delivery of new cars, revenue or gross profit, the stock price broke through the innovative sky-high price of $910. Tesla also announced that standard models will use lithium iron phosphate batteries. Material manufacturers CommScope (4739-TW), Majestic Ma (4721-TW), additive factory Juhe (6509-TW) continued to record highs on Tuesday.
Wanbao Investment Gu Chen Zirong pointed out that after recommending Mae Chima for everyone on 10/8, the stock price has risen by 27.5 yuan, a new high of the band, an increase of 25%; on 10/15, when CommScope is recommended again, the stock price has also risen by 23.5 yuan, an increase of more than 20%, this is the proof of my profit after carefully selecting the stocks and then bargaining down the card position, so as long as investors follow in my footsteps, they can naturally invest easily. The second half of this week coincides with the US Super Earnings Week, including Apple, Microsoft, Facebook, Amazon, etc. will announce earnings. The relevant electronic groups are expected to have performance opportunities, so take it well.
In addition, although the share price of TSMC (2330-TW) fell below the 600 yuan mark in the short-term, the legal person still has too many chips to operate. TSMC continues to expand advanced manufacturing processes and overseas deployment. It is expected that capital expenditures may expand next year, looking at 33-35 billion US dollars. . Related capital expenditure concept stocks include Jiadeng (3680-TW), Wanrun (6187-TW), Hantang (2404-TW), Fanxuan (6196-TW), Hongsu (3131-TW), Xin Yun ( 3583-TW), Creative (3443-TW), Yongzhi Technology (6683-TW), and Jingce (6510-TW) are all expected to benefit again.
Wanbao Investment Gu Chen Zirong pointed out that in addition, Largan (3008TW) announced that it would buy back 1,342 treasury stocks. The buyback range is 3,300 yuan. The total amount of shares to be repurchased is capped at 131.2 billion yuan. Although Largan’s stock price is facing multiple moving average challenges , But under the silver bullet offensive, it is expected to reverse and strengthen and drive the market upward. In short, the fourth quarter of this year has a lot of themes of electronics and green power, and the medium and long-term outlook is clear. I hope that everyone will do a good job of capital control and follow me to deploy dark horse stocks, and enjoy the profitable results together.
Advanced Light (3362-TW) is actively deploying new products such as automotive lenses and face/iris recognition. The profit after tax in the first half of this year was 2.96 million yuan, which is better than the loss in the same period last year. Earnings per share were 0.02 yuan. Orders in the fourth quarter Optimistic, increasing product prices one after another reflects the rising cost. Technically, the stock price has just pulled out of the red, standing back to the quarterly line, and the technical side is too much.
Suntec (3491-TW) is a VSAT microwave component factory. Benefited from the certification progress of satellite communication customers, the shipment meets expectations, and the increase in 4G/5G construction, Suntec’s EPS in the first half of the year is RMB 2.04, exceeding the level of last year. , Accumulative revenue of 1.251 billion yuan for the first three quarters, an annual increase of 14.57%. As Suntec is not affected by the power curtailment in mainland China, its performance is expected to increase quarter by quarter. With the development of low-orbit satellite communications next year, the business performance will become stronger. .
United Regeneration (3576-TW), as the government is sprinting the 8.75GW solar installation target by the end of the year, it announced that the grid-connected electricity price for industrialists will increase by 0.2245 yuan per kWh between October and December. The combined renewable battery production capacity will reach 2.7GW and the module production capacity will be 600MW. Biggest winner; United Regeneration will have 30MW solar field watch before the end of the year, and 100MW of public houses in various places will be connected to the grid next year, which is estimated to bring in 720 million yuan of electricity sales revenue each year; United Regeneration won the largest energy storage bid for Taipower this year , And invested 120 million yuan to build 4.6MWh energy storage equipment, which is scheduled to be completed in the second quarter of next year; the recent influx of US solar energy transfer orders, the order is expected to be in the first quarter of next year, and revenue in the fourth quarter is expected to leap forward.
Of course, there are still some good stocks that still have advantages in short-term chips under the high-end index fluctuations, including related stocks such as car and electronics stocks, third-generation semiconductors, and new apples. However, due to limited space, please enter directly The fan club took a look and hoped it would be helpful to the readers.
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