2330 台積電 空 - 股票
By Edwina
at 2020-02-19T01:56
at 2020-02-19T01:56
Table of Contents
我認為啦,如果外資想要空下台GG再撿便宜,可能的劇本
1 美國打壓華為,施壓台gg不接華為單
2 武漢肺炎引起全球景氣衰退,高階手機出貨量減少,高通砍單台GG增(865),改增加
三星訂單(765,765G)
蘋果因為整體市場出貨減少,砍單台GG
3 顯示卡的N卡,因為三星降價支持(中低階卡),所以搶佔A卡市佔率,AMD只好減少下
單或是先不用最高階製程節省成本。N家19年下半年開始分訂單給三星,同時市佔率也增
加,有可能因此在20年再增加三星的下單比例
4 Intel製程進展順利,所以AMD的CPU市場被反攻
然後台GG跌破200
但是以上的事情我認為只要一件沒有發生,台gg都應該可以撐在300
--
1 美國打壓華為,施壓台gg不接華為單
2 武漢肺炎引起全球景氣衰退,高階手機出貨量減少,高通砍單台GG增(865),改增加
三星訂單(765,765G)
蘋果因為整體市場出貨減少,砍單台GG
3 顯示卡的N卡,因為三星降價支持(中低階卡),所以搶佔A卡市佔率,AMD只好減少下
單或是先不用最高階製程節省成本。N家19年下半年開始分訂單給三星,同時市佔率也增
加,有可能因此在20年再增加三星的下單比例
4 Intel製程進展順利,所以AMD的CPU市場被反攻
然後台GG跌破200
但是以上的事情我認為只要一件沒有發生,台gg都應該可以撐在300
--
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