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《大行報告》摩通降半導體2月至6月付運額預測10%
阿思達克 02-25 11:32
摩根大通發表報告表示,為反映新型冠狀病毒疫情影響,該行對今年2月至6月期間每月全球半導體月度付運金額預測各下調10%,維持1月付運金額預測330億美元不變,下調今年2月半導體付運金額預測,由331億美元(按年升6.1%)降至310億美元(按年跌0.6%),調低對3月半導體付運金額預測,由380億美元(按年升7.3%)降至340億美元(按年跌4%)。 該行稱,調低對今年4月半導體付運金額預測,由350億美元(按年升13.9%)降至310億美元(按年升0.9%);調低對今年5月半導體付運金額預測,由390億美元(按年升18.2%)降至350億美元(按年升6.1%);下調對今年6月半導體付運金額預測,由460億美元(按年升31.9%)降至400億美元(按年升14.7%) 摩根大通亦指,下調全球2020年半導體付運金額預測,由4,523.44億美元(按年升9.8%)降至4,342.47億美元(按年升5.4%)。該行指,對本港及台灣地區上市的半導體企業於今年上半年給予「看好」(Bullish)觀點。
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