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《外資》Computex效應，巴克萊喊進仁寶、和碩
May 30th 2014, 02:31

《外資》Computex效應，巴克萊喊進仁寶、和碩
2014/05/30 10:31時報資訊

【時報記者任珮云台北報導】巴克萊看好第二季NB以及DT／MB出貨優於季節性的表現，升評仁寶 (2324) 及和碩 (4938) 到「加碼」；也調高華碩 (2357) 的目標價。華碩今早股價再仰攻，挑戰4月25日盤中高點339元。下周Computex開展，法人將其視為下半年IT需求的先行指標。

巴克萊看好新機出貨可望拉動2Q包括NB以及DT／MB業者營收。估5月NB出貨月增11%，而第二季的季增7%；至於DT／MB在5月則月減1%，6月持平，2Q季增約3%。

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