內外資挺台積電目標價喊865元 - 股票

By Ina
at 2021-01-28T19:29

Table of Contents

內外資挺台積電目標價喊865元

https://money.udn.com/money/story/5612/5178134

台積電（2330）法說會宣布大幅上修資本支出，內外資都驚豔。統計華興資本、摩根大通
等12家外資、加上國內投顧有21家機構上修目標價，以華興資本一口氣喊到865元最高，
麥格理、滙豐、高盛、里昂證券及本國大型投顧也喊逾800元，加計日前聯博喊出800元，
共計七家內外資看好權王股價挑戰「8」字頭。

聯發科27日法說會將公布去年財報，麥格理證券昨（15）日出具報告指出，通訊晶片供不
應求，聯發科去年第4季營收成長受限，相關需求預期遞延到今年；且晶片產能吃緊，支
撐聯發科的毛利率穩在高檔，獲利表現更好，目標價上修到1,125元。成為Aletheia資本
、里昂、瑞銀之後第四家上看千元的外資。

此波內外資上修台積電的力道堪稱近年來最強，多達12家外資上修，上修幅度從百元起跳
，主因就是台積電大幅增加資本支出，被看好提前為英特爾外包做準備，台積電營運將三
級跳。法說會展望優於市場預期下，周四台積電ADR大漲6%、昨日現貨一度大漲33元至625
元的歷史新高，也拉升台股上衝萬六。尾盤雖壓回、上漲9元收601元，但全球市值仍排在
第十名；外資終止連四賣，買超8,170張。

目標價看最高的華興資本表示，台積電大幅上修資本支出，市場多認為是為英特爾訂單做
準備，但法說會中也提到，多數支出將應用在5奈米，反映5G及HPC需求更強勁。

華興資本也補充，台積電量產3奈米，將成為最強大的製程之一，包括英特爾可能在2022
年導入3奈米。由於台積電長期成長目標因資本支出提高而顯著擴張，長投型投資人可望
加碼，近期中國電商業風向丕變，部分大中華基金有換股需求，也有機會轉買台積電

心得：
送分題，一年內上看1000，目前短期波動無需擔心
現在賣不智，現在不買難到等800？

--

Tags: 股票

All Comments

By Poppy
at 2021-02-02T07:37

出貨文

By Skylar Davis
at 2021-02-02T19:52

台灣散戶世界爛

By Freda
at 2021-02-03T11:46

完了

By Mia
at 2021-02-04T09:18

還沒出完貨??

By Steve
at 2021-02-04T12:18

蒸的丸子...

By Donna
at 2021-02-06T16:11

2021-01-16 03:15

By Ula
at 2021-02-07T14:19

01/16的新聞現在貼?

By Donna
at 2021-02-09T22:52

明天續空

By Carolina Franco
at 2021-02-14T21:10

目標價看到987.............都別問了

By William
at 2021-02-15T04:10

還有人在玩台積？

By Frederic
at 2021-02-19T16:27

還來啊

By Rae
at 2021-02-20T13:26

還來啊

By Dinah
at 2021-02-23T12:57

1/16 新聞

By Enid
at 2021-02-26T04:31

明天小拉一下，然後繼續割韭菜

By Barb Cronin
at 2021-03-02T10:52

慘明天又要跌了

By Yuri
at 2021-03-06T02:30

翻譯:散戶快來接我還沒跑完

By Thomas
at 2021-03-09T06:58

空到 400

By Valerie
at 2021-03-10T05:13

貼舊文是幹嘛？

By Lydia
at 2021-03-13T20:19

你還敢出價阿,法人

By Victoria
at 2021-03-18T01:24

1/16

By Mary
at 2021-03-18T07:28

871?

By Faithe
at 2021-03-21T00:38

利多文一直放，韭菜一直割。

By Delia
at 2021-03-24T18:18

怕
小拉後繼續割韭菜

By Kristin
at 2021-03-28T07:42

調升目標價又沒說日期一堆人急啥

By Hedwig
at 2021-03-29T07:34

目標一千好嗎外資喊那麼低==

By Daniel
at 2021-04-01T19:38

今天幾號？

By Olive
at 2021-04-04T22:59

650就賣爆了

By Bethany
at 2021-04-05T22:52

明天買10股支持台灣之光

By Rachel
at 2021-04-10T05:05

韭菜雞通通有貸款歐印睏霸數錢積票沒有在賣的啦

By Gary
at 2021-04-13T00:45

還在騙

By Suhail Hany
at 2021-04-16T22:01

舊聞

By Heather
at 2021-04-17T20:56

好了啦韭菜

By Adele
at 2021-04-20T19:20

幹你外資

By Annie
at 2021-04-22T22:44

你這是烏龜封包

By Kumar
at 2021-04-24T06:15

倒著看起碼568

By Christine
at 2021-04-28T02:44

笑死 86.5的8？

By Heather
at 2021-05-02T17:31

14400 數據機逆 ?

By Candice
at 2021-05-03T15:41

要騙多久

By Emily
at 2021-05-05T11:18

貼文也看個日期好嗎

By Daniel
at 2021-05-07T17:57

...別騙了

By Yedda
at 2021-05-08T22:58

年終大軍來了噴高高

By Eden
at 2021-05-09T03:59

外資還沒倒貨夠
出貨文

By Necoo
at 2021-05-12T11:41

年底3000

By Isla
at 2021-05-13T14:42

1/16的新聞到底是累格多久

By Joseph
at 2021-05-17T09:06

別騙了一直倒

By Kyle
at 2021-05-19T17:16

明天繼續，散戶崩潰

By Erin
at 2021-05-23T19:55

十年後? 法人又想割韭菜???

By Kumar
at 2021-05-28T07:09

大家都愛喊8折 865*0.8=692 好像差不多

By Kumar
at 2021-05-31T07:38

貼舊聞混淆視聽是什麼意思

By Poppy
at 2021-05-31T11:02

死好被套了吧哈哈

By Zora
at 2021-06-03T12:24

卑鄙小兒要玩弄散戶到何時

By Ethan
at 2021-06-06T11:48

撥接膩

By Skylar DavisLinda
at 2021-06-08T19:53

舊聞

By Edward Lewis
at 2021-06-09T00:16

隨你喊反正我台積沒在賣的

By Olga
at 2021-06-13T04:12

舊聞也在貼啥意思

By Daniel
at 2021-06-15T00:32

你不要害人

By Oscar
at 2021-06-16T12:41

拷貝哦那你別倒貨阿

By Susan
at 2021-06-19T01:30

不用在那邊反串啦，ㄧv就貼出來,笑死人

By Victoria
at 2021-06-21T12:42

貼舊文又沒特別註明的該桶一桶吧

By Franklin
at 2021-06-23T01:24

目標價喊好玩的，散戶當真？

By James
at 2021-06-25T10:13

翻譯：快點出高價來買，不要讓我少賺。

By John
at 2021-06-27T16:41

XDDDDD還在騙

By Charlie
at 2021-07-02T05:38

你貼去年新聞好了

By Anonymous
at 2021-07-04T06:58

1/16也來喔....意圖明顯

By Linda
at 2021-07-05T06:46

壓高出貨真高手耶XD

By Elma
at 2021-07-06T20:06

山頂學弟心中五味雜陳

By Audriana
at 2021-07-09T08:36

無聊當有趣

By Barb Cronin
at 2021-07-11T14:56

噴

By Olga
at 2021-07-12T21:48

...山洨

By Donna
at 2021-07-14T19:12

1/16新聞還想來騙？？

By Olga
at 2021-07-19T15:24

害我噗哧地笑了出來，是把台灣投資人當瞎子還是當智
障啊

By Ula
at 2021-07-22T09:05

好喔500接

By Olive
at 2021-07-22T15:47

買

By Ina
at 2021-07-23T05:51

各位看錯了，他要說568吧！不是865

By Cara
at 2021-07-25T14:02

549

By Jacky
at 2021-07-26T00:21

水桶吧

By Odelette
at 2021-07-28T04:16

貼舊聞幹嘛

By Thomas
at 2021-07-31T22:09

衝了啦人無橫財不富

By Erin
at 2021-08-01T20:18

1/16的？你哪邊還來得急

By Erin
at 2021-08-03T21:51

吹哨壯膽...

By Rebecca
at 2021-08-04T03:31

這新聞還算舊？有人連我1年前的文說我看空到現在
咧

By Anonymous
at 2021-08-05T10:55

丸子

By Gilbert
at 2021-08-10T00:11

丸惹出貨文有航運股的即視感

By Madame
at 2021-08-13T11:02

還來啊！

By Zenobia
at 2021-08-14T19:09

衝了啊

By Lauren
at 2021-08-17T18:44

還來啊讓我休息一下好嗎

By Agatha
at 2021-08-21T10:28

崩崩

By Genevieve
at 2021-08-21T15:01

出貨文

By Carolina Franco
at 2021-08-23T22:57

嘴上喊喊喊，手上賣賣賣！他馬的傲嬌？

By Lucy
at 2021-08-28T22:45

貼舊聞幹嘛啦

By Ethan
at 2021-09-01T08:39

1月16號的新聞

By Jack
at 2021-09-05T23:09

1/16還跟我說是新聞？要不要拿十年前的說是新聞？
桶一桶啦版主這樣亂板還沒被砍文

By Kristin
at 2021-09-06T22:55

1/16

By Charlotte
at 2021-09-08T07:24

丸子明天肯定580了

By Tristan Cohan
at 2021-09-08T17:12

年前4字頭有機會

By Genevieve
at 2021-09-13T10:48

1/16...
板主現在可以貼舊文洗版？

By Hamiltion
at 2021-09-16T23:17

繼續跌爽！

By Eartha
at 2021-09-17T00:25

那我貼去年8523點的時候的文章洗版可以算新聞??

By Poppy
at 2021-09-20T05:14

nmsl

By Poppy
at 2021-09-22T03:43

干您娘賣超挺爆

By Jessica
at 2021-09-22T05:25

886啦

By Jacob
at 2021-09-24T16:25

甚麼內資這麼弱還沒賣完

By Belly
at 2021-09-27T20:33

3小 1/16新聞也在PO

By Edith
at 2021-09-29T12:43

呵呵

By Isla
at 2021-10-03T17:55

明天小彈又是重複昨天的劇本外資就這樣一直賺

By James
at 2021-10-04T17:22

套很深的意思

By Jacky
at 2021-10-08T22:12

568有機會

By Ida
at 2021-10-11T10:38

標準出貨

By Sarah
at 2021-10-15T21:23

貨還很多，給散戶慢慢接

By Doris
at 2021-10-17T18:46

野村：

By Ophelia
at 2021-10-22T07:29

散戶沒有輸！沒有賣就沒有賠錢！

By Jake
at 2021-10-24T18:48

舊聞，可憐

By Dora
at 2021-10-25T12:57

568還差不多

By Gary
at 2021-10-29T20:58

出貨888

By Daniel
at 2021-10-31T00:39

繼續殺

By Genevieve
at 2021-11-02T12:50

八字頭不遠了

By Ula
at 2021-11-02T21:11

故意貼舊文誤導等著被水桶

By Kumar
at 2021-11-06T15:50

喊得好啊！

By Ursula
at 2021-11-07T00:33

超級完蛋……出這種文是要出到剩500是嗎？

By Sierra Rose
at 2021-11-10T14:27

那邊來的及記得歐印大GG

By Catherine
at 2021-11-14T16:50

又要出貨了。

By Iris
at 2021-11-15T01:02

歪資一邊狂賣，一邊亂喊價

By Eden
at 2021-11-15T02:07

衝865，為何現在還在賣?

By Jake
at 2021-11-18T07:06

槍在手，跟我走

By Connor
at 2021-11-20T13:19

完蛋惹

By Sierra Rose
at 2021-11-21T14:28

一邊喊一邊出，好不快樂

By Sierra Rose
at 2021-11-22T01:12

對帳單貼來看一下

內外資挺台積電目標價喊865元 - 股票

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