Lite简单分析

Huffleo

2018-06-11

$Lumentum Holdings Inc.(LITE)$ h2

目前市场情绪对苹果担忧很严重，大家尤其担心业绩严重依赖苹果的lite。

其实都忽略一个问题，去年只有X上配置了face ID而今年很有可能全类型都将采用，如果今年销量下降，但是总量肯定是增加的，如果ipad也采用，那么无疑对lite的业绩肯定是重大利好。

而且6s和6的抱有量很大，有望迎来一波换机高潮。销量会进一步提升。

至于中兴的影响毕竟有限，faceID未来会在更多设备，更多品牌的设备上采用。所以短期情绪不可控，长期确定性很强，本人认为可以放心持有。19年会大概率翻倍。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

闪闪小铺
2018-06-11
闪闪小铺
守股如守寡，要坚持下去，不能偷汉子，修成正果后，村里一定会给立个牌坊的，哈哈哈
xufeng
2018-06-12
xufeng
一定要买的最近避避风头 56-57买点？
- 蔚来韭号员工:
  等615以后吧
ly410
2018-06-11
ly410
国产手机对iphonex的追随已经让大家逐渐接受x，未来，加上全新的系统优化，长期苹果只会更加强劲，未来消费升级，品质升级。能接受得了苹果的价格的都会选择苹果，并且所有手机里粘性最大的也是苹果。
理性投资机器ZS
2018-06-11
理性投资机器ZS
它和苹果有合作才开发的面部识别，有独家协议，其他品牌暂时用不上。不过苹果用面部的的机型是增加了的，长期没问题，短期有分歧是好事。
赔钱资本
2018-06-15
赔钱资本
光通信方面有光模块的利好，关于3d传感方面也有一些，产量的利好
- 赔钱资本:
  19年下半段ams开始量产。跟此股是对手。
唐铭泽
2018-06-11
唐铭泽
哇，你说得有道理

发表看法

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