市傳台供應鏈3C「大砍單」 舜宇(02382.HK)同業大立光股價錄逾七年低
全球疫情持續升溫、通脹壓力增高,市場關注會否令三C(電腦、通訊和消費性電子產品)產品銷售表現帶來衝擊,舜宇光學(02382.HK)今早股價捱沽,盤中曾低見114.2元一度下滑9.9%,最新報116.2元下滑8.4%。舜宇光學的同業大立光(03008.TW)股價錄逾七年低,最新報1,780新台幣挫4.3%。
據台媒《聯合報》報道,台灣地區供應鏈傳出品牌廠考量俄烏戰爭與通膨問題,本季對供應鏈「大砍單」,下修幅度高達雙位數。鴻海預估,本季能見度大約與目前市場預期相當,但仍須密切觀察地緣政治變化、疫情、通膨及整體供應鏈對市場供需的影響。
據《中央社》報道,大立光公布今年3月合併營收37.56億新台幣,按月增43%,按年減6%,大立光表示,目前訂單看到4月會比3月差。
大立光指,3月隨著工作天數增加營收較2月增長,由於目前看來很多客人需求較弱,預料4月拉貨動能將低於3月。車用的部份則維持相當的貢獻度。
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