銆€銆€娑叉櫠 (LCD)闈㈡澘鍟嗗張灏囬潰鑷ㄨ嫤鏃ュ瓙锛熺辜鎽╂牴澹腹鍒�(Morgan Stanley锛岄€氱ū澶ф懇)涔嬪悗锛孞P Morgan涔熷皪(du矛)闈㈡澘妤�(y猫)绀鸿锛岄爯(y霉)娓�(c猫)娑叉櫠闈㈡澘灏囧啀娆′緵绲﹂亷(gu貌)鍓┿€�
銆€銆€宸村€�(Barrons)12鏃�?q菒ng)?b脿o)灏�(d菐o)锛屼笁鏄熼浕瀛愰棞(gu膩n)闁夐浕瑕栨恫鏅堕潰鏉跨敘(ch菐n)绶氾紝鍏ㄥ姏娌栧埡鏅鸿兘姗�(j墨)OLED鐢�(ch菐n)鑳斤紝璁撳幓骞存恫鏅堕潰鏉挎キ(y猫)鑰呰嵎鍖呮豢婊裤€傜劧鑰岋紝JPMorgan鐨凬arci Chang璀﹀憡锛屽浠婃儏娉佸皣鍑虹従(xi脿n)璁婂寲銆傞椿娴疯綁(zhu菐n)鎶曡硣鐨勫鏅腑鏂烽潰鏉夸緵绲︼紝璁撲笁鏄熼噸鏂拌€冩叜闂�(gu膩n)闁塋-7-2娑叉櫠鐢�(ch菐n)绶氾紝浼拌▓(j矛)2018骞寸敘(ch菐n)鑳藉皣鍥犳澧炲姞3%銆傝垏姝ゅ悓鏅�(sh铆)锛屽彟涓€闊撳粻LG Display(LGD)8浠g窔寤狅紝灏囧彟澧�3钀�(w脿n)绲勭敘(ch菐n)鑳斤紝婊胯冻涓夋槦杞�(zhu菐n)鍠渶姹傦紝浼拌▓(j矛)2018骞寸敘(ch菐n)鑳藉張娣�0.5%銆�
銆€銆€鍫�(b脿o)鍛婄ū锛岄櫢寤犱含鏉辨柟銆佽彲鏄熷厜闆汇€侀椿娴�/澶忔櫘10浠i潰鏉垮粻銆孲akai Display銆嶉兘瑷�(j矛)鍔冨湪2019骞村暉鐢�10-11浠g窔寤狅紝绺芥姇璩囬閬�(d谩)240鍎勭編鍏冦€侰hang浼拌▓(j矛)锛�2017/2018/2019骞撮渶姹傚皣澧�4%/4%/4%锛屼絾鏄€欎笁骞翠緵绲﹀垎鍒ユ彁楂�3%/6%/11%锛屾剰鍛冲皣渚涢亷(gu貌)浜庢眰锛屾矕鎿婂児(ji脿)鏍笺€� Chang鍥犳鐪嬪澶氬鑷�(t谩i)鏃ラ煋寤犵殑娑叉櫠闈㈡澘寤犮€�
銆€銆€鍙嬮仈(d谩)13鏃ュぇ璺�3.64%鏀跺湪鑷�(t谩i)骞�11.90鍏冦€傜兢鍓�(chu脿ng)閲嶆尗5%鏀跺湪鑷�(t谩i)骞�12.35鍏冦€�
銆€銆€Barron`s.com 5鏃�?q菒ng)?b脿o)灏�(d菐o)锛岄亷(gu貌)鍘诲叚鍊�(g猫)鏈堜締(l谩i)锛屾恫鏅堕潰鏉垮牨(b脿o)鍍�(ji脿)澶у箙璧伴珮锛屼互50鍚嬮潰鏉跨偤渚嬶紝鍫�(b脿o)鍍�(ji脿)婕插箙宸插閬�(d谩)36%銆� 涓嶅儏濡傛锛�40-43鍚嬮潰鏉跨殑鍫�(b脿o)鍍�(ji脿)锛屽緸鍘�(2016)骞�11鏈堣捣灏辫秴瓒�2015骞�4鏈堢殑鍓嶆尝楂樸€備笉閬�(gu貌)锛屾恫鏅堕潰鏉垮牨(b脿o)鍍�(ji脿)杩戜締(l谩i)婕插嫝(sh矛)婕哥珐锛屽ぇ鎽╂暩(sh霉)鎿�(j霉)椤ず锛�1鏈堜唤鍍�(ji脿)鏍煎儏鎴愰暦(zh菐ng)1%锛岄仩(yu菐n)涓嶅鍘诲勾10鏈堢殑6%銆傚ぇ鎽╁垎鏋愬斧Shawn Kim璀﹀憡锛屼腑鍦�(gu贸)澶у粻闁�(k膩i)濮嬫媺楂樼敘(ch菐n)鑳斤紝闈㈡澘鐨勬韩鍜屽競娉佹亹灏囧啀娆″嚭鐝�(xi脿n)璁婂寲銆�
銆€銆€Kim鎸囧嚭锛岄¨瀹㈠湪闈㈡澘鐢�(ch菐n)鑳戒笅闄嶅悗绌嶆サ閲嶅缓搴�(k霉)瀛橈紝鑰岄潰鏉垮牨(b脿o)鍍�(ji脿)鏀€楂樺墖灏�(du矛)闇€姹傞€犳垚澹撴姂锛屼及瑷�(j矛)40鍚嬩互涓婄殑娑叉櫠闆昏闈㈡澘渚涚郸涓嶅お鍙兘绶婄府銆� 鍙︿竴鏂归潰锛屼腑鍦�(gu贸)8浠e粻鎳�(y墨ng)瑭叉渻(hu矛)寰炰粖骞翠笅鍗婂勾闁�(k膩i)濮嬫摯(ku貌)鐢�(ch菐n)锛岃€屽皬灏哄闈㈡澘鐨勫牨(b脿o)鍍�(ji脿)涔熷皣闆d互缍寔锛屼富鍥燨LED鏅鸿兘姗�(j墨)浜庝笅鍗婂勾鎶曠敘(ch菐n)鍚庯紝灏忓昂瀵搁潰鏉跨殑鐢�(ch菐n)鑳藉埄鐢ㄧ巼鎳�(y墨ng)鏈�(hu矛)涓嬮檷銆�
闂�(gu膩n)娉ㄦ垜鍊�
鍏溇铏�(h脿o)锛歝hina_tp
寰俊鍚嶇ū锛氫簽濞佽硣瑷�
椤ず琛屾キ(y猫)闋傜礆(j铆)鏂板獟楂�
鎺冧竴鎺冨嵆鍙棞(gu膩n)娉ㄦ垜鍊�