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120.【台股美股提款機】不怕原料成本激增 中國封城恩智普將漲價維持毛利率 episode artwork

EPISODE · May 11, 2022 · 25 MIN

120.【台股美股提款機】不怕原料成本激增 中國封城恩智普將漲價維持毛利率

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

MCU 巨頭恩智浦 (NXPI) 公布了最新一季季報。為何第一季上游晶圓代工與原料成本明顯上漲,恩智浦本季毛利率卻能不減反增?在通膨升溫、中國封城等負面因素下,公司仍預期營運持續成長,是否過於樂觀了?台股 MCU 族群後勢又如何? 本集重點、提到的股票和相關連結請看:https://statementdog.com/blog/archives/12675 聽眾若想參與討論我們的 Podcast ,可以上臉書搜尋「財報狗智囊團」,喜歡的話記得按下訂閱,並分享給親朋好友,我們會不定期在社團中分享我們的看法。

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120.【台股美股提款機】不怕原料成本激增 中國封城恩智普將漲價維持毛利率

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