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凱基對F-昂寶、立錡按讚
Jun 23rd 2014, 01:34

凱基投顧指出,台灣電源管理IC產業擁多股動能匯聚,包括:LED照明、行動裝置、筆電市占擴張等利多,都是相關台廠的營運利多,尤其看好F-昂寶與立錡後市,目標價分別為330元與214元。

凱基投顧認為,F-昂寶今年受惠智慧型手機快速充電器、LED照明需求起飛,挹注營收表現;立錡今年則受惠智慧型手機用sub-PMIC(DC-DC)推升營收,明年則將由NB市占擴張帶動。

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