焦點股》華泰:外資、投信大買 挑戰前高

封測廠華泰(2329)。(圖擷自華泰官網)
〔財經頻道/綜合報導〕華泰(2329)29日以58.3元攻上漲停、站上本週高點,昨(30)日續強,成交量衝上全台第一,盤中爆量逾15萬張,終場59.3元作收,今(1)日開高走高,至台北時間9點20分,漲1元或1.69%,報60.3元。
華泰近期受外資、投信追捧,外資連4買,合計6萬1480張,投信連5買,合計1209張。
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受惠NAND Flash封測、大客戶美超微(Super Micro)的AI伺服器訂單持續增溫,華泰今(2023)年前3季營收119.54億元,稅後淨利12.8億元,EPS達1.8元,優於去年同期,預估華泰第4季營運有望達良好表現。
展望後市,法人看好華泰AI伺服器訂單增加,有助營運成長。電子製造業務方面,華泰將配合客戶及市場需求增加,持續規畫擴充SSD及伺服器產能,車載產品已取得認證,將持續進入量產。
華泰明(2024)年展望樂觀,法人預期全年營收、獲利表現有望超過今年,預估稅後EPS逾2元。
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