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PMI減緩／法人：電子景氣正向
Sep 1st 2014, 19:54

法人認為，蘋果新產品問世在即，零組件廠出貨力道減弱，是正常現象，但代工廠出貨動能則是旺到年底，整體電子業景氣仍正向看待。

供應鏈分析，按照電子產品拉貨慣例，都是先啟動零組件拉貨潮，代工廠等零組件到齊之後，才能開始組裝，因此零組件廠的業績會領先反映拉貨盛況。

在產品出貨前夕，由於零組件多數已備齊，因此零組件廠動能將會放緩，輪到代工廠接棒。

舉例來說，鴻海7月營收合併營收2,602.17億元，月減17.9%、年減13.3%，創17個月以來低點，但外資仍積極買超，推升股價衝上波段高點，便是看好組裝廠主要出貨高峰將落在第4季。

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