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預購太熱 新IPAD延後出貨 @ 2012-03-13T07: Back Hot News
Keyword:新IPAD
Concept:3日出貨 , 蘋果新IPAD預購
蘋果魅力果然難擋。外電指出,蘋果新IPAD預購情況傳捷報,其中WIFI+4G LTE版出貨將由原訂的3月16日延至3月19日,顯示第一批貨已預購一空,一掃驚艷不足的評論。市場認為,蘋果IPAD今年出貨量上看6,000萬台,相關供應鏈如鴻海(2317)、大立光(3008)、玉晶光(3046)、新普(6121)、順達(3211)等,今年營運依舊馬力強。
法人指出,盡管先前不少新IPAD概念股股價已提前反映,但新IPAD包括支援4G、更高畫素相機與解析度,亞洲除日本以外,香港亦列入首波銷售名單,且預購已創下佳績,因此相關供應鏈第二季起出貨將進一步加溫。以新IPAD概念股中進一步篩選技術面日KD指標持續偏多個股,包括LED族群的全新、組裝代工廠和碩、電池廠新普、連接器大廠正崴、觸控玻璃的正達等等個股,短線股價表現仍值得關注。
至於蘋果推出新IPAD後,預購情況依舊火紅,似乎讓非蘋陣營剛燃起的士氣又被壓抑,對此翁建仁認為,新IPAD規格提升、價格不變,對其它品牌來說還是有壓力,不過蘋果不像過去是應用跑在前頭,回到規格面後,WINTEL陣營的競爭力有機會與蘋果拉近,宏碁對WINDOWS 8期望頗高,未來將提供既有產品升級外,也會推出專為WINDOWS 8設計的平板。並期望WINDOWS 8能在第4季前推出,屆時就可順利銜接返校潮,刺激銷售。

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