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第63章 圣邦股份(1 / 2)

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“东哥,你从趋势到消息,分析了这么多,我也理解了个大概,那么这圣邦股份到底能不能买入?”王芳有些迷糊地问道。

对于圣邦股份能不能买入?古浩东早就了然于胸,但出于对王芳的引导,所以他刻意的没有直接说出结果。

于是古浩东继续说道:“关于圣邦股份连续上涨,有影响的消息面原因就三个:

第一个,就是国产替代早期,模拟芯片赛道相对数字芯片的周期性弱。

第二个,就是因为行业极其分散。

第三个,就是芯片行业,模拟也好、数字也罢,都是属于大行业。”

“即使这几年国内模拟芯片公司取得了成倍的增长,但这三个要素还是存在的,这也是不少人继续坚守模拟芯片龙头的原因。”

古浩东顿了顿,接着说:“当然,这三个因素只是支撑圣邦股份长期看好的基本面,但你要想投资买入它,你还需要关注公司的具体情况,包括它的财务状况、市场占有率、研发能力等。”

“那东哥,你觉得圣邦股份的财务状况如何?”王芳追问。

古浩东微微一笑,回答道:“这个,你得问你嫂子。”

苏娅被古浩东突如其来的话锋一转,显得有些手忙脚乱,她看着微笑的古浩东,心中暗想,他明明会读财报,却让我来说,这‘古董’葫芦里又在卖什么药?

古浩东故意让苏娅来说圣邦股份的财务状况,一是想让苏娅展现一下她的专业能力,再就是让她有一些参与感,而不会显的被冷落了。

王芳看着苏娅,期待地等着她的回答。

苏娅定了定神,站起身看了一下圣邦股份的F10,开始详细地分析起来:“圣邦股份的财务状况,从最新的季度报告来看,公司的营业收入和净利润都实现了同比增长,这说明公司的经营状况良好,市场需求旺盛。同时,公司的负债率保持在合理范围内,没有过高的财务风险。此外,公司的现金流也相对稳定,表明公司的资金周转状况良好。”

苏娅接着说:“从圣邦股份的财报来看,公司的营收和净利润都保持了较快的增长速度,资产负债表也相对健康,没有过高的负债。”

苏娅继续说:“此外,公司的研发投入也逐年增加,这对于一家技术驱动型的企业来说,是非常重要的。它不仅能够保证公司的产品和技术持续领先,还能够为公司未来的发展提供动力,这说明公司在技术创新和产品研发方面具有较强的实力。”

王芳听后,点了点头,表示理解。古浩东则是满意地点头微笑,对苏娅的分析表示认可。

苏娅继续说道:“有很多人对财务知识有一个误解,觉得这是财务专业人士才应该掌握的技巧。一个炒股的,好像不懂财务也没关系。”

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