本集介紹
小額贊助支持本節目: https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8
留言告訴我你對這一集的想法: https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments
純網路銀行一切服務都透過網路完成,可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本,進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0
網通產業迎來樂觀前景!因為通膨影響買氣,消費性電子對於第三季展望悲觀,相較之下,因為5G浪潮勢不可檔,加上供應鏈網通產業迎來樂觀前景!因為通膨影響買氣,消費性電子對於第三季展望悲觀,相較之下,因為5G浪潮勢不可檔,加上供應鏈問題逐漸緩解,網通業對於下半年的展望就好了許多。網通大廠中磊第二季獲利4.5億元,年增174%,EPS來到1.79元,雙雙創下歷史新高,智邦也看好第三季維持高檔,正文則認為,下半年營收獲利都可望明顯成長。
在大樓頂端裝上5G行動基地台,提供低延遲高速網路,各國積極推動5G建設發展,還有WiFi 6升級潮、企業換機潮大爆發,以及低軌衛星建設火熱等動能帶動,加上供應鏈缺料緩解、出貨順暢推升。網通大廠中磊第二季獲利4.5億元,年增174%,EPS來到1.79元,雙雙創下歷史新高。展望下半年,董事長王煒表示,訂單達成率將大幅提升。
中磊董事長王煒:「整個產業經過過去一年多,這種非常不確定的供應鏈狀況,我們現在終於看到,整個的訂單達成率能夠往9成邁進。」
消費性電子對於第三季展望悲觀,相較之下,網通族群就樂觀許多,因為供應鏈晶片缺貨的問題解決。智邦也因為資料中心設備需求依然熱絡,企業客戶訂單旺,第三季有望維持高檔,正文先前因大陸封控,烏俄戰爭等負面宏觀因素,上半年EPS僅0.31元。不過展望下半年,正文認為營運狀況已經逐漸好轉。下半年營收、獲利可望明顯成長。儘管近期又有地緣政治因素攪局,但中磊已經想好解決方法。
中磊董事長王煒:「那地緣政治帶來的衝擊,最後一定是把我們全部往在地化生產的方向推,這條路已經是不可逆了。往在地化生產推,你必須具備全球經濟規模,全球的這種在地化製造,已經是一個不可逆的趨勢。」
對於近期台海局勢緊張,業者提早佈局,透過分散供應鏈來降低風險
一. 美術地國-股票and地產✨:
https://lin.ee/QlcbzeR
二.Telegram,理財STB✨
https://t.me/stbstock11
Netcom industry ushered in an optimistic outlook! Consumer electronics are pessimistic about the outlook for the third quarter due to the impact of inflation on buying sentiment. In contrast, the 5G wave is unstoppable, and the supply chain and Netcom industry are ushering in an optimistic outlook! Consumer electronics have a pessimistic outlook for the third quarter due to inflation affecting buying sentiment. In contrast, due to the unstoppable 5G wave and the gradual easing of supply chain problems, the Netcom industry has a much better outlook for the second half of the year. Netcom giant Zhonglei made a profit of 450 million yuan in the second quarter, an annual increase of 174%, and EPS reached 1.79 yuan, both hitting a record high. Zhibang is also optimistic about maintaining a high level in the third quarter. Significant growth is expected.
A 5G mobile base station is installed at the top of the building to provide low-latency high-speed Internet. Countries are actively promoting the development of 5G construction. There is also a wave of WiFi 6 upgrades, a wave of enterprise replacements, and the construction of low-orbit satellites. The shortage of materials in the supply chain has been alleviated, and the shipment has been smoothly pushed up. Netcom giant Zhonglei made a profit of 450 million yuan in the second quarter, an annual increase of 174%, and its EPS reached 1.79 yuan, both hitting a record high. Looking forward to the second half of the year, Chairman Wang Wei said that the order fulfillment rate will increase significantly.
Wang Wei, chairman of Zhonglei: "After more than a year in the entire industry, this very uncertain supply chain situation, we finally see that the entire order fulfillment rate can move towards 90%."
Consumer electronics are pessimistic about the outlook for the third quarter. In contrast, the Netcom group is much more optimistic, because the problem of shortage of chips in the supply chain is solved. Zhibang is also expected to maintain a high level in the third quarter because the demand for data center equipment is still hot and the orders from corporate customers are strong. Due to the negative macro factors such as the mainland lockdown and the Ukraine-Russian war, the EPS in the first half of the year was only 0.31 yuan. However, looking forward to the second half of the year, the text believes that the operating conditions have gradually improved. Revenue and profit are expected to grow significantly in the second half of the year. Although geopolitical factors have disrupted the situation recently, Zhonglei has already figured out a solution.
Wang Wei, Chairman of Zhonglei: "The impact of geopolitics will eventually push us all towards local production. This road is irreversible. To push local production, you must have global Economic scale, this kind of localized manufacturing in the world is already an irreversible trend.”
In response to the recent tense situation in the Taiwan Strait, the industry has made arrangements in advance to reduce risks by decentralizing the supply chain
Powered by Firstory Hosting