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最被低估的AI概念股-3693營邦

這星期的股權資料,先前都星期六中午過就放上來,拖到今天晚上才出來




集保戶數少了22人,大概是10/11~12出掉的,這證明那天受大盤影響,有不少人被嚇到賠錢出貨了
400張以上的大戶,這次增加了15張
大戶沒跑散戶先被大盤嚇跑了
股東人數創近期新低,融資餘額創近期新低,
這樣的數字,都是好多年前,股價一百多時才有的數字!
股價在有人認賠亂砍下,也許還有低點,但不可否認,越低越能吸引長線的買盤入場!

短線籌碼面的因素可能佔比較多,但長線還是回歸基本面的變化!
營邦之前連續多年的高獲利,累積的客戶基礎是越來越龐大,
幾項產品的運用面是越來越夯,產業前景能見度高,
公司獲利已由虧轉盈,卻是歷史低檔的股價,該買還是該賣?

每個人選股判斷的依據不同,
之前也強調過,我有持股,所以相對偏多!也相信營邦這樣的體質是很容易炒作的!
只要成本壓的比主力與公司派低,絕對有很高的勝算!

也提過想買多,當然是逢低慢慢建立基本持股,
短線或小部位的也許等數字出來,開始發動才追,手腳快的還是能有利可圖!






LKKSPP16888 wrote:
股東人數創近期新低...(恕刪)

不要太堅持比較好恐慌有更多績優股被殺下來
樓下29都沒脫手了看是20也是續抱
這波股災,真的好多股票都殺下來了,我有看一個分析師說,如果大戶在跑,散戶再追的股票,就要很小心,
所以目前來說,營邦還算蠻穩定的,殺的都是融資跟散戶,短線如果能守住就再續抱嘍~
所以play大 是全出清了嗎?
目前股市前景不明,多空很難判斷,只能看自己的選擇了..
長線看好一檔股票就別每天盯著盤勢。
若不放心的股友,尾盤看一下就好。
千萬不要患得患失,因為短線的震盪修正就煩心。
心態決定成敗。供參考!
想請問版主,之前營邦公司說要在大陸設廠,不知幾年過去了,是否對公司營收有所注益?

mian2413 wrote:
所以play大 是...(恕刪)


我看到的資料,營邦是沒有大陸轉投資!工廠都在台灣!
所以正常中美貿易戰影響應該影響不大,也許還有轉單的可能!

營邦籌碼算很安定,除了部分的停損外,賣壓很輕!
低價掛買的數量也稍有增加,希望是後面業績會慢慢上來,有人提早佈局!
短期籌碼面影響較大,長線還是反映基本面!
期待後續公司能拿出好成績!
之前公司的新聞稿
http://www.aicipc.com/tw/news/5614

AIC announces Mission Peak be available for PoCs in eShelter’s Innovation Lab
10/11/2018

Houten, the Netherlands - AIC Inc., (from now on referred to as “AIC”) today announced its innovative all-flash-array “Mission Peak” is now available for PoCs (Proof of Concepts) in eShelter’s Innovation Lab in Frankfurt, Germany by partnering with Samsung, Mellanox, E8 Storage and Memorysolution. End-customers now can log-in remotely to the PoC platform for testing and benchmarking.
The remarkable increase in data-hungry applications is shaping the datacenters and related industries dramatically. The most IOPS-intensive applications such as financial trading, real-time analytics, and artificial intelligence directly drive the evolution of traditional storage architectures to be more scalable and more flexible. Customers have been craving for solutions that not only maximize application performance, but also reduce the storage footprint in increasingly crowded data centers.
Partnered with Samsung, Mellanox, E8 Storage and Memorysolution , AIC has developed the “Mission Peak” platform which is a high-performance shared NVMe-oF storage solution. With a custom-made AIC backplane that enables up to 36 NF1 form factor NVMe SSDs, “Mission Peak” packs in up to 550TB of usable SSD capacity in 1U sever, which is over 50% more than traditional 2U storage appliances can support. And by using Mellanox Ethernet networking and E8 Storage’s revolutionary software, “Mission Peak” can offer up to 10 million I/O operations per second (IOPS), which is around 20 times more than what traditional all-flash arrays provide.
“AIC is pleased to partner with industry leaders to make “Mission Peak”be available for PoCs in eShelter’s lab. “Explained Michael Liang, the President and CEO of AIC. “This PoC- as-a-service offering allows end-customers to test “Mission Peak” remotely without investing in any hardware or data center space and can cut down the PoC time from months to just 1-2 weeks. Only when customers practically test “Mission Peak” will they understand how powerful the performance is of this innovative platform.”
If you are interested in running a PoC on “Mission Peak” platform in eShelter’s Innovation Lab, please contact sales@aicipc.nl
For more information about “Mission Peak” platform, please download the whitepaper HERE

能持續與大廠開發出最新的產品,且將效能大幅提高!
雖然可能產品要到市場接受普及,開始貢獻營收獲利,還有很長的路要走,
但至少顯現營邦的研發與競爭力,是走在領先地位的!
股價在歷史低檔區,跌深就是最大利多!

營邦許多產品的應用面,都是越來越夯且蓬勃發展,
也許到時那樣新產品,突然被捧紅而暢銷,應該也是有機會吧!
我想這也是公司一直認為有機會重返榮耀的原因吧!


addfdsf wrote:
這星期的股權資料,...(恕刪)

基本面 營收和獲利面 皆是乏善可陳,為何要討論一隻量能萎縮到一個不能再少,接近虧損的公司呢?

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