蘋果

Lex_Hon Hai / Pegatron: big Apple
Lex專欄:蘋果供應商的股價變化


蘋果股票通常會在新款產品發佈前的「傳言喧囂期」跑贏大盤。這一點並非對其供應商適用,鴻海精密就更勝一籌:傳言出現時股價上漲,訊息證實後繼續漲。

Buy the rumour, sell the fact. When it comes to product launches, that is an ancient but often effective bit of trading wisdom. Apple generally outperforms ahead of iPhone and iPad launches, as the rumour mill cranks up. The same cannot be said for all of its suppliers, but Hon Hai Precision goes one better than Apple: its shares gain on the rumour – and the fact as well.

傳言出現時買入,訊息證實後賣出。在產品發佈之際,這是一個古老而又往往有些靈驗的交易箴言。蘋果(Apple)股票通常會在新款iPhone和iPad發佈之前傳言喧囂時跑贏大盤。這一點並非對它的所有供應商都適用,但鴻海精密(Hon Hai Precision)卻比蘋果更勝一籌:傳言出現時股價上漲——訊息證實後也上漲。

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