Is PC AI on the rise? Asus (2357) and Blue Sky (2362) reported optimistic earnings this morning, each of which hit the day by day restrict The market interprets that AI purposes will deal with PCs, notebooks and cell phones within the second half of the 12 months from Hon Hai, Acer 2 hours can be near the highest 5 outdated digital firms. additionally elevated by greater than 6%. Specialists recommend that there isn’t a must run ASUS shares with costs above 500 yuan withdrawal.
Additional studying:Rev. Hai returned to a brand new excessive of 175 earlier than the regulation Specialists: Make the most of the present excessive to cut back costs
Is PC AI on the rise? ASUS lights as much as a brand new excessive of 512! Blue Sky additionally has a day by day restrict, consultants consider. File picture: Central Information Company
The rise within the day by day restrict of Asus and Blue Sky this morning largely displays the influence of quarterly stories and Lenovo’s place for AI PC development within the second half of the 12 months. Asustek’s inventory worth stopped rising at 512 yuan at the moment, setting a brand new excessive in 26 years. Blue Sky’s share worth hit a brand new excessive since 2015 at the moment.
ASUS introduced on the twenty first that its new AI PC product shipments will enhance by 10~15% this quarter.
Asustek mentioned in a press convention yesterday that co-CEO Xu Xianyue mentioned that AI PC will have an effect on the pc trade similar to the emergence of the Web. There might be a brand new product launch occasion on the twenty first. Nonetheless, yesterday Fa Shuohui mentioned that the present market demand is flat, however the path of ASUS to grow to be a “full AI firm” stays unchanged half of the 12 months. Revenue after tax within the first quarter was 5.447 billion yuan, a quarterly enhance of 38.71%, which was higher than the loss in the identical interval final 12 months, and the online revenue per share was 7.33 yuan.
Blue Sky’s revenue per share within the first quarter was 1.42 yuan, the very best degree in 6 years
Blue Sky’s web revenue after tax within the first quarter was 830 million yuan, a quarterly enhance of three instances and an annual enhance of 1.3 instances.Earnings per share have been 1.42 yuan, the very best degree previously 6 years, nonetheless of 550 million yuan introduced in from non-business advantages and international change reset, this 12 months we’ll proceed to problem the nice outcomes of seasonal development and year-on-year development in earlier years.
Analyst Lin Xinfu: Funding Financial institution has purchased ASUS for 9 days in a row, however it isn’t really useful to proceed whether it is above 500 yuan.
Trade analyst Lin Xinfu believes that ASUS did properly within the first quarter of this 12 months in comparison with the loss within the first quarter of final 12 months, largely reflecting the monetary report , and the letter of deposit was purchased for 9 days in a row, and the chips of the authorized particular person are additionally favorable. Though Asus has risen at the moment, Gigabyte and MSI aren’t notably sturdy.
Lu Hanwei: Many AI funds are distributed from parts to PC for day and subsequent day buying and selling.
Lu Hanwei, a senior safety analyst, mentioned in an interview this morning that previously it was the AI provide chain and its parts that have been in battle, however now it has been revealed that AI PCs have gone up, and the inventory costs of Asus, Acer, and Blue Sky have additionally moved at the moment, which reveals that cash is transferring quick, in any other case they may nonetheless be outdated at the moment and make up for the rise.
Lu Hanwei mentioned, when Taiwan shares typically hit new excessive costs of 20,900 factors, the market mentality is to commerce day by day or the following day It’s simple for various shares or teams to see market traits in in the future, however that doesn’t imply that they won’t rise afterwards, however that cash flows rapidly Cycle and rise if there’s a topic. It is strongly recommended that you do not want to enter the market at the moment if you wish to plan your funding If you’re buying and selling towards ASUS as quickly because the market opens excessive at the moment, you’ll not you cash in short-term buying and selling consideration whether or not there’s a steady change up sooner or later to earn somewhat worth distinction.
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2024-05-14 03:35:15
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