剛上完有驚無險的Samsung財報，華爾街新一個話題是GS5概念股。

Last June the slowdown at Samsung became apparent, and we’re now at the point where the Samsung headwind will again become a tailwind ahead of their new product cycle.
- Chris Caso of Susquehanna Financial Group

We are encouraged to see Samsung stabilize with potential GS5 content increases going forward despite potential future Samsung/handset volatility.
- Ross Seymore with Deutsche Bank

Cypress Semiconductor, viewed as one of the main suppliers whose fate rests with Samsung’s next Galaxy smartphone, expects its Samsung revenue will increase sequentially in Q1 and attributed this primarily to new smartphone ramps in midrange and high-end smartphones at Samsung that include Cypress’ latest TrueTouch Gen 5 touch controller.
- John Vinh with Pacific Crest

Reports out of Korea confirms fingerprint sensor in Galaxy S5. We believe taken as a whole these data points suggest to us that Synapyics has captured the fingerprint design for Samsung’s upcoming Galaxy S5.
- Jeffrey Schreiner Feltl & Co.

台灣分析師提出對Galaxy S5的最新具體規格推測，能否鐵口直斷，日後分曉！



周一，Apple財報出爐，預期將是燦爛的增收增益，果粉們再度將其拱上獲利王寶座。 Stay tuned.