iPhone X pre-order victory legal person is conservative

Taiwan stocks last week, once across the 10800 mark, but the small and medium-sized stocks sold out of the cage, the final drop 25.65 points to 10709.11 points for the Apple iPhone X pre-order victory, but foreign legal person said, observe the iPhone X pre-order waiting About 5 to 6 weeks, compared to last year's iPhone 7 obsidian black 8 to 10 weeks, in fact, is not difficult to buy, Apple will announce earnings, when the iPhone sales see the chapter, plus the previous supply chain has risen, pay attention to profit But this week by the MediaTek led IC design law said relay performance, corporate expectations, Taiwan stocks 10700 points support.

Phone X is not difficult to buy iPhone X pre-transmission pass, but foreign legal analysis, to Japan, Singapore, Taiwan pre-order waiting period of about 4 to 5 weeks, China about 5 to 6 weeks, compared to iPhone 7 obsidian black To wait 8 to 10 weeks, iPhone 6 look 10 to 12 weeks to see this year's limited supply of iPhone X is not difficult to buy, in other words, follow-up supply and market demand can continue to be worth noting.

Allianz Taiwan Science and Technology Fund Manager Liao Zhehong said that the current iPhone X pre-order signs show that the number of pre-order performance is not bad, still in the shipments to meet market demand, affecting part of the shares, pay attention to up after the technical return and Profit selling pressure, as well as foreign trends.

Group benefits marathon fund manager Shen Wanjun pointed out that the current stage of Taiwan stocks in the high-end, market investment and speculation atmosphere comparable to the proposed investment in investors than the stock stocks lower stock stocks is appropriate in the investment layout, the electronic group can Concerned about artificial intelligence, high-speed transmission, wafer and other stocks.

Rising small and the US fund manager Zhao Xiancheng shows that the broader market technical short, medium and long-term moving average long array, the disk potential is still partial development, cloud large data, automation and AI, semiconductor, wafer, memory and other ethnic groups can be concerned about The

Mobile phone AR will take off and the mainstream theme of the disk highlights or new features in the iPhone X, including 3D sensing, face recognition system, the expansion of reality, etc. Yuan big investment technology industry analyst Po was expected, mobile phone AR era will take off, AR mobile phone by 2020 will look at 425 million, the penetration rate rose to 27%, Apple will be the leading one.

Apple in the second half of next year all iPhone models will join the front lens 3D sensing, the main lens 3D sensing will be enhanced, rich AR applications; and the use of terminal AI, neural operations, is expected to lead the semiconductor suppliers benefit.

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