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追蹤持股系統電(5309)
系統電這週下跌1.3元收47.05元在月線之上,整體而言走勢還算健康,關了兩個禮拜後成交量明顯下滑,土洋法人對做,外資賣超有獲利了結賣壓,投信本週則買進1850張,這是睽違處置兩星期間後的第一個大量買入,代表投信仍然偏多看待,否則也不會在這個價位做加碼的動作,如我當初買入理由一樣,跟著投信大哥進出準沒錯,不須過於擔心。

下禮拜觀察重點為是否有跌破月線,若跌破月線下一個支撐會在前波大量高點45.1,基本上近期大機率會再區間做震盪,等到成交量出來之後自然有機會向上突破盤整。

談一下基本面,系統電打入特斯拉供應鏈,目前在ModelY上已採用系統電藍芽TPMS(胎壓偵測),第三季毛利率已明顯上升,雖然獲利還未轉盈,但未來轉虧為盈已經是可以預期的。



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追蹤持股系統電(5309)
系統電這週下跌1.3元收47.05元在月線之上,整體而言走勢還算健康,關了兩個禮拜後成交量明顯下滑,土洋法人對做,外資賣超有獲利了結賣壓,投信本週則買進1850張,這是睽違處置兩星期間後的第一個大量買入,代表投信仍然偏多看待,否則也不會在這個價位做加碼的動作,如我當初買入理由一樣,跟著投信大哥進出準沒錯,不須過於擔心。

下禮拜觀察重點為是否有跌破月線,若跌破月線下一個支撐會在前波大量高點45.1,基本上近期大機率會再區間做震盪,等到成交量出來之後自然有機會向上突破盤整。

談一下基本面,系統電打入特斯拉供應鏈,目前在ModelY上已採用系統電藍芽TPMS(胎壓偵測),第三季毛利率已明顯上升,雖然獲利還未轉盈,但未來轉虧為盈已經是可以預期的。

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