苹果iPhone提前拉货效应 和硕第3季营运恐“旺季不旺”

爱集微
Aug 14

和硕(4938)今年第2季表现不如预期。展望后市,和硕预估,第3季资讯及通讯(以iPhone组装事业为主)产品预计相比上季将呈现季减。法人分析,此为极罕见现象,恐怕是因苹果先前为了躲避美国关税风险,在上半年度提前大量拉货iPhone所致。而历年9月为苹果新机上市时刻,将带动和硕等代工厂当月营收跳升,进而带动整体第3季业绩季成长、呈现旺季效应,如今和硕第3季通讯业务看淡,恐导致本季营运呈现“旺季不旺...

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