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udn股市要聞
udn股市要聞：每日提供有關股市政策面、基本面及技術面的相關新聞及個股重要訊息，做完整深入的報導，有助投資人抓住進出股市的最佳時機。
法人特選股／穩懋 擁雙題材 後市俏
Jun 22nd 2013, 19:21

產業評析：行動通訊未來朝向4G發展，以及中國大陸智慧型手機廠崛起二大趨勢，讓砷化鎵產業看好，穩懋（3105）是全球最大的砷化鎵晶圓代工廠，可望受惠。

看好理由：穩懋營收連續二個月創新高，6月將持續創新高，下半年蘋果將推出新機，下半年營運將在高檔。

投資策略：蘋果新機沒如預期在開發商大會發表，供應鏈回檔，上檔壓力在36元的跳空缺口，支撐在31.75元，一旦跌破，恐陷30元的保衛戰。

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