半導體庫存風險大!外資開出台積電降評?2 - 股票

Charlotte avatar
By Charlotte
at 2020-08-28T10:40

Table of Contents


半導體庫存風險大!外資開出台積電降評第一槍

2020-08-28 10:15 經濟日報 記者趙于萱/台北即時報導

https://www.google.com.tw/amp/s/udn.com/news/amp/story/7240/4816432

台積電(2330)基本面壯大,外資圈一面唱多後,大和資本最新報告,擔憂半導體庫存調
整將衝擊台積電明年第1季表現下滑,率先下調投資評級為「持有」,目標價調整至400元
,開出權王降評第一槍!利空衝擊加上亞股疲弱,台積電今天早盤一度大跌2%,拖累大盤
摜破月線12,750點。

大和報告中以「最後一個還沒被擊垮的巨人?」作為降評台積電主標,直指產業庫存風險
連權王都很難全身而退。半導體產業分析師徐禕成指出,前一波英特爾大單有望外包利多
,拉抬台積電強漲一波,但大和資本預期,英特爾訂單2022年才正式下給台積電,反觀半
導體庫存調整風險將在年底到明年顯現,前景可說是「長多卻中空」。

徐禕成指出,英特爾後年將採用台積電3奈米,生產自家旗艦級、外稱Meteor Lake的CPU
晶片,相關訂單可額外帶動台積年營收增加6%、大約26億美金,另外若英特爾全面外包,
潛在收入更上探130億美金,相當於台積電2020年營收三成之多。大和對此兩情境下的台
積電目標價,分別推估440元及520元。

但徐禕成分析,英特爾大單還沒到,台積電將先面臨半導體庫存調整風險。外資圈先前已
有不少探討華為禁令,可能導致智慧機銷售下滑及產業庫存拉高的狀況,但多數認為台積
電先進製程領先,應不致受到太大衝擊。

大和則認為,台積電第4季雖不會像其他半導體廠顯現庫存調整衝擊,但影響只是晚一點
浮現,明年第1季台積電展望恐低於預測,不過,後續在台積電5G、HPC訂單成長,仍會重
拾成長動能。為此大和上修今年台積電每股純益預測5%,下修明年預測5%。
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Tags: 股票

All Comments

David avatar
By David
at 2020-09-01T16:36
吃起來
Irma avatar
By Irma
at 2020-09-05T15:03
空空 崩崩
Candice avatar
By Candice
at 2020-09-09T05:31
我先買,外資等著幫我抬轎
Lucy avatar
By Lucy
at 2020-09-11T11:55
電子孤兒
Cara avatar
By Cara
at 2020-09-15T06:40
中空長多 意思是他現在要買以後才要賣
Anthony avatar
By Anthony
at 2020-09-18T02:57
我之前就說:等 350,哈,還很遠。
Kristin avatar
By Kristin
at 2020-09-19T20:10
外資說崩 就是漲 外資看好就說崩 大家快買
Iris avatar
By Iris
at 2020-09-19T22:50
水啦 崩崩
Elizabeth avatar
By Elizabeth
at 2020-09-20T21:55
+~要來嘴外資了
Puput avatar
By Puput
at 2020-09-23T12:25
看來該買了
Queena avatar
By Queena
at 2020-09-26T23:28
每次要創高就來惹事
Ophelia avatar
By Ophelia
at 2020-09-28T22:37
庫存問題現在訂單滿出來加一直買地蓋房幹麻XD
Queena avatar
By Queena
at 2020-10-03T00:29
外資想吃貨了
Elizabeth avatar
By Elizabeth
at 2020-10-06T17:13
看來這些人都出光惹
Delia avatar
By Delia
at 2020-10-09T18:28
GG是產業中跑最快的車 沒有跳車的必要
Christine avatar
By Christine
at 2020-10-11T10:49
上次野村不是嫌太貴就降人家評 結果噴到466
Dora avatar
By Dora
at 2020-10-14T22:46
這週有外資喊到590,也有下調到400
風向真亂啊,不是大家排隊搶產能?
Carolina Franco avatar
By Carolina Franco
at 2020-10-17T11:28
吃貨文
Selena avatar
By Selena
at 2020-10-18T15:25
日本人看科技走眼不意外啊
Blanche avatar
By Blanche
at 2020-10-23T13:15
太好了 愈跌愈買
Agatha avatar
By Agatha
at 2020-10-23T15:46
是不是想進場吃貨啊
George avatar
By George
at 2020-10-26T10:04
對,台積電都不懂,庫存這麼高,還一直買地蓋廠房XD
Suhail Hany avatar
By Suhail Hany
at 2020-10-28T18:44
拉回就入場
Isla avatar
By Isla
at 2020-11-01T08:33
很好安心買了
Donna avatar
By Donna
at 2020-11-02T20:55
終於有利空文惹
Margaret avatar
By Margaret
at 2020-11-06T17:13
GG算是逆向操作 也是因為有這本錢
至於股價 反正是國安基金要煩惱的事 XD
Jessica avatar
By Jessica
at 2020-11-11T13:43
產能滿載、供不應求,哪來的庫存風險
Mason avatar
By Mason
at 2020-11-13T07:31
庫存問題,買地蓋產房 日本邏輯????
今天配合摩台壓低結算,爽吃貨等禮拜一噴出?
Suhail Hany avatar
By Suhail Hany
at 2020-11-15T04:50
吃貨囉
Mia avatar
By Mia
at 2020-11-15T07:13
五百不遠了
產能全滿 跟我說庫存問題?
Gary avatar
By Gary
at 2020-11-16T22:41
庫存多到滿出來 買地蓋倉庫存貨
Tracy avatar
By Tracy
at 2020-11-19T17:58
工業電腦和系統廠才真的要避開 這幾年利用中國狂囤
Daniel avatar
By Daniel
at 2020-11-22T06:55
我ok我先買
Jake avatar
By Jake
at 2020-11-24T03:27
吃貨文 GG不是都要排隊 庫存也不在他家呀 @@
Elizabeth avatar
By Elizabeth
at 2020-11-24T20:26
反著作就對了,真的需求減會買一堆地?
Elvira avatar
By Elvira
at 2020-11-28T10:59
貨 偷偷當晶片trader賺錢 哪天路斷掉就柯柯了
Connor avatar
By Connor
at 2020-12-02T16:12
客戶要排隊才能買...哪有什麼庫存
Edward Lewis avatar
By Edward Lewis
at 2020-12-05T19:22
吃貨
Olive avatar
By Olive
at 2020-12-07T04:55
吃貨文
Rachel avatar
By Rachel
at 2020-12-09T13:18
前一陣子開500沒多久變400 真的隨便喊
Dorothy avatar
By Dorothy
at 2020-12-12T14:03
晶片都客製品吧!
William avatar
By William
at 2020-12-15T14:25
砍了20%?有這樣隨便喊的歐!?!?
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2020-12-18T16:44
小兒想買啦?
Joe avatar
By Joe
at 2020-12-23T08:50
一下子看多 一下子看空,像極了愛情
Tracy avatar
By Tracy
at 2020-12-24T01:15
吃貨
Erin avatar
By Erin
at 2020-12-26T20:31
嘉偉老師今天要把外豬嘴一翻了
Wallis avatar
By Wallis
at 2020-12-31T12:09
禮拜一就又開始買了
Lucy avatar
By Lucy
at 2021-01-04T20:50
多喊一點好不好 這樣沒辦法上車
Liam avatar
By Liam
at 2021-01-05T21:54
拜託跌到300,我壓身家
Zenobia avatar
By Zenobia
at 2021-01-07T21:12
我ok你先賣
Eden avatar
By Eden
at 2021-01-09T10:58
Jack avatar
By Jack
at 2021-01-10T22:35
(づ′・ω・)づ要崩崩了嗎
Freda avatar
By Freda
at 2021-01-11T19:28
智障
Emily avatar
By Emily
at 2021-01-12T03:15
536到400
Lucy avatar
By Lucy
at 2021-01-12T17:14
配合這新聞今天絕對是好買點==
Carolina Franco avatar
By Carolina Franco
at 2021-01-14T17:46
從290看壞GG的老輸要大聲了
Hamiltion avatar
By Hamiltion
at 2021-01-19T13:01
笑死 應該蠻多87會嚇到
Mason avatar
By Mason
at 2021-01-22T13:57
日本人是不是沒買到森77
William avatar
By William
at 2021-01-26T08:10
外豬廢話真多,多跌一點,讓我買爆
Sarah avatar
By Sarah
at 2021-01-26T21:44
我好怕快點崩XD
Quintina avatar
By Quintina
at 2021-01-27T15:27
先蹲再跳
Hedy avatar
By Hedy
at 2021-01-29T00:07
吃貨喇
Edwina avatar
By Edwina
at 2021-02-01T12:56
笑死 466t的 要等10年了嗎
Bethany avatar
By Bethany
at 2021-02-04T12:10
GG
Selena avatar
By Selena
at 2021-02-05T22:30
多單放心惹
Charlie avatar
By Charlie
at 2021-02-08T01:05
長多中空 隨便喊
Wallis avatar
By Wallis
at 2021-02-12T15:04
跌到300我all in
Wallis avatar
By Wallis
at 2021-02-14T20:10
阿 原來是小日本
Puput avatar
By Puput
at 2021-02-18T17:28
白癡…
Megan avatar
By Megan
at 2021-02-23T10:39
這傢伙準嘛
Frederica avatar
By Frederica
at 2021-02-25T19:16
外資目標價調低表示可以進場買了
Rae avatar
By Rae
at 2021-02-26T21:54
難得看到台積電降評耶
Yuri avatar
By Yuri
at 2021-02-28T23:55
8/20沒有買420以下的都是嘴砲啦,還拉回進場咧
Doris avatar
By Doris
at 2021-03-03T14:00
傻了嗎?要人把籌碼交出來,外資嘴臉真噁
Hazel avatar
By Hazel
at 2021-03-05T22:38
新聞出來 該買了
Suhail Hany avatar
By Suhail Hany
at 2021-03-07T00:07
你們台灣大媽不要再買了QQ
Mary avatar
By Mary
at 2021-03-09T08:00
可以買了~ 十
William avatar
By William
at 2021-03-12T03:20
我信了
Elma avatar
By Elma
at 2021-03-16T23:13
外資專門高檔調升目標價 低檔降評 所以在暗示gg現在
是低檔??
Leila avatar
By Leila
at 2021-03-17T22:48
先交錢才做晶片 哪來的庫存 護欄
Bennie avatar
By Bennie
at 2021-03-20T06:11
買進指標
Caitlin avatar
By Caitlin
at 2021-03-22T20:36
紅明顯,今天的確是好買點
Frederic avatar
By Frederic
at 2021-03-25T02:35
買起來,,,掃貨吧
Sierra Rose avatar
By Sierra Rose
at 2021-03-26T09:53
世界第一的晶片還怕賣不出去喔
Oscar avatar
By Oscar
at 2021-03-27T19:21
查了一下 大和不會唬爛 蠻不錯的
Lydia avatar
By Lydia
at 2021-03-28T11:33
外資根本詐騙集團......回檔就是買
Catherine avatar
By Catherine
at 2021-04-01T10:37
反著做,買爆GG
Adele avatar
By Adele
at 2021-04-05T00:03
白癡哦 庫存最好在GG工廠裡
Jacky avatar
By Jacky
at 2021-04-05T01:34
明顯想吃貨阿
Lauren avatar
By Lauren
at 2021-04-08T00:44
大和耶 看錯率0的那家嗎?
Puput avatar
By Puput
at 2021-04-10T13:02
翻譯:散戶滾 我他媽要上車啊
Gary avatar
By Gary
at 2021-04-13T21:18
終於看到負面新聞
Kumar avatar
By Kumar
at 2021-04-16T14:28
看PTT風向 好我等他崩崩
Hedy avatar
By Hedy
at 2021-04-20T13:22
唉...台積的朋友已經很久沒休假了...
Callum avatar
By Callum
at 2021-04-23T14:45
已反映
Ingrid avatar
By Ingrid
at 2021-04-25T09:12
該買GG了,明顯下禮拜要拉高GG
Bethany avatar
By Bethany
at 2021-04-27T18:22
都長多還不抱,是要轉投特斯拉嗎
Suhail Hany avatar
By Suhail Hany
at 2021-04-29T22:06
讚 開第一槍
Isabella avatar
By Isabella
at 2021-05-02T08:08
吃貨了
Hedwig avatar
By Hedwig
at 2021-05-02T17:06
外資要進貨啦?
Megan avatar
By Megan
at 2021-05-06T08:28
400*0.7=
Tristan Cohan avatar
By Tristan Cohan
at 2021-05-10T02:13
GG客戶在排隊會怕庫存喔
George avatar
By George
at 2021-05-13T01:09
外資廢話真多 還不給我砍股票
David avatar
By David
at 2021-05-16T12:12
300等接
Blanche avatar
By Blanche
at 2021-05-21T11:03
衝著這句買了XD
Tracy avatar
By Tracy
at 2021-05-24T08:48
GG看訂單生產的要怎麼庫存?做蘋果的交AMD用嗎? 蠢
Callum avatar
By Callum
at 2021-05-27T03:13
有種跌,我零股買爆
Victoria avatar
By Victoria
at 2021-05-31T07:52
耶,可以進場撿便宜啦
Dinah avatar
By Dinah
at 2021-06-02T11:22
一下漲,一下跌。。都給你們說就好啦
Robert avatar
By Robert
at 2021-06-03T04:17
是指客戶的庫存吧 (?)
Ophelia avatar
By Ophelia
at 2021-06-05T07:22
非規格定製品你庫存看看呀 要唬爛也用點腦…
Suhail Hany avatar
By Suhail Hany
at 2021-06-09T15:50
小兒甩轎ing 準備拉第二波了 抓緊了
Thomas avatar
By Thomas
at 2021-06-12T21:20
要也是市場過熱,庫存是啥爛理由
Elvira avatar
By Elvira
at 2021-06-17T09:26
一下升 一下降 可憐哪
Kristin avatar
By Kristin
at 2021-06-18T02:07
又要吃貨惹而~~~~~~~~~~
Puput avatar
By Puput
at 2021-06-19T07:45
外豬整天亂放砲。。。
Poppy avatar
By Poppy
at 2021-06-19T13:09
快跌,我還不買爆
Connor avatar
By Connor
at 2021-06-20T23:10
小鵝亂放炮又不是一天兩天的事 政府也不打算處理
Leila avatar
By Leila
at 2021-06-21T12:22
我出借的台積電今天又被還回來啦,知道怎麼做了吧!
Rachel avatar
By Rachel
at 2021-06-25T14:59
反ˋ著看
Andrew avatar
By Andrew
at 2021-06-27T12:13
N年前馬邀請喝咖啡 這些小鵝馬上大賣崩崩馬嚇到停
Jake avatar
By Jake
at 2021-06-27T20:04
這種外資真的不怕有報應,話都隨便講,擔憂你媽的逼
Olive avatar
By Olive
at 2021-06-29T00:17
拜託跌到350就好
Gilbert avatar
By Gilbert
at 2021-06-30T12:28
amd再多都不夠,你信?
Irma avatar
By Irma
at 2021-07-03T04:56
看來要突破高點了
Catherine avatar
By Catherine
at 2021-07-06T04:09
煮力溶汁 再多用點力 還不快全力衝 ?XD
Annie avatar
By Annie
at 2021-07-07T06:15
訂單都能看到兩年後了 這還降評
Kama avatar
By Kama
at 2021-07-08T21:44
笑到往生,想了一個月才想到這個利空嗎
Caitlin avatar
By Caitlin
at 2021-07-10T15:32
阿是多想買才要降評
Necoo avatar
By Necoo
at 2021-07-14T16:15
跌破400我歐印身家拉
Charlotte avatar
By Charlotte
at 2021-07-14T17:55
想壓低吃貨 怕了齁 之前賣太多吃不回
Lydia avatar
By Lydia
at 2021-07-18T22:47
排隊都要買的東西哪會有這種問題呵呵
Caitlin avatar
By Caitlin
at 2021-07-22T07:52
他們的擔憂也是有可能啦 要在明年第一季了 連疫情
影響最深的時候都沒影響了 明年第一季?
Puput avatar
By Puput
at 2021-07-23T10:00
...
Caroline avatar
By Caroline
at 2021-07-26T04:32
買好買滿
Joseph avatar
By Joseph
at 2021-07-30T19:29
外資意圖使人甩gg
Ursula avatar
By Ursula
at 2021-07-31T10:25
為了吃貨不惜出報告
Ethan avatar
By Ethan
at 2021-08-05T07:28
484想吃回2、3月吐出去的啊?
Elma avatar
By Elma
at 2021-08-07T11:39
原來GG是買地存庫存啊
Hamiltion avatar
By Hamiltion
at 2021-08-12T08:27
日本人就自身經歷到半導體下神壇
Madame avatar
By Madame
at 2021-08-17T02:57
騙87還可以
Queena avatar
By Queena
at 2021-08-21T11:54
一下500一下400 當菜市場喊價?
Catherine avatar
By Catherine
at 2021-08-25T06:01
sony吹半天的cell晶片裝電視也賣不掉
Edward Lewis avatar
By Edward Lewis
at 2021-08-28T16:59
快逃
Quanna avatar
By Quanna
at 2021-09-01T10:04
想買喔
Olga avatar
By Olga
at 2021-09-04T20:42
分析師真會吹..i家不可能放棄製造
Wallis avatar
By Wallis
at 2021-09-05T05:49
連利空文都不會寫 現在能阻止gg的大概只有阿共了==
Lydia avatar
By Lydia
at 2021-09-05T08:53
QQ偶都喊北連中胡一定贏!
William avatar
By William
at 2021-09-08T16:37
這才幾天的事一下大單一下又擔憂庫存
Barb Cronin avatar
By Barb Cronin
at 2021-09-13T07:40
可以入場了^^
Franklin avatar
By Franklin
at 2021-09-16T05:00
害我差點賣了GG好險有股版 偉哉股版
Isabella avatar
By Isabella
at 2021-09-18T00:22
可能空單不太夠吧,各位燃料棒快點插入ok?
Anthony avatar
By Anthony
at 2021-09-22T00:51
晶片代工你跟我說庫存 騙文組的喔
Edith avatar
By Edith
at 2021-09-26T01:05
GG快把南科買成GG科學園區原來是要放庫存阿 崩崩QQ
Genevieve avatar
By Genevieve
at 2021-09-29T08:59
我盯了app老半天券都沒減少趕快進來空
Lydia avatar
By Lydia
at 2021-09-30T21:59
拜託我要求不多跌到400讓我多補幾張就好
Xanthe avatar
By Xanthe
at 2021-10-05T18:54
真聰明,直接喊3種情境給出400、440、520,這樣就
不會失準。
Eden avatar
By Eden
at 2021-10-07T12:37
可以補票上車了嗎
Tristan Cohan avatar
By Tristan Cohan
at 2021-10-11T20:21
連我兒子沒兩歲都知道GG了,還不買爆
Enid avatar
By Enid
at 2021-10-14T18:28
換個角度看,長期底部400
Ivy avatar
By Ivy
at 2021-10-15T16:18
買地蓋的是倉庫啦 庫存太多
Kama avatar
By Kama
at 2021-10-16T15:02
翻譯年糕:我想吃貨 快丟出來
Victoria avatar
By Victoria
at 2021-10-17T15:31
我上次被還券的時間8/14股價427,下一個交易日8/17
外資買超12916張股價435,供大家參考(並非絕對關聯
,但是如果我是外資要大買絕對會先還券避免嘎到自己
)
Elvira avatar
By Elvira
at 2021-10-21T12:07
台G根本無懈可擊 沒缺點能批評了吧 哈哈哈
Blanche avatar
By Blanche
at 2021-10-21T19:56
GG 是大家排隊搶產能啦 庫存是下游廠商的事
Emily avatar
By Emily
at 2021-10-26T01:42
外資想接便宜現貨
Gary avatar
By Gary
at 2021-10-27T17:39
外資小兒在裝啊
Hedda avatar
By Hedda
at 2021-10-31T12:16
我先買
Anthony avatar
By Anthony
at 2021-11-03T10:21
圓圓先了結部分買囉~
Michael avatar
By Michael
at 2021-11-06T03:53
外資是不是信仰不夠
Frederic avatar
By Frederic
at 2021-11-08T20:39
準備進場
Freda avatar
By Freda
at 2021-11-13T01:02
不過還券的原因很多,預期買入前先還只是其中一種,
所以不見得跟股價是有強力關聯,只是提供一個參考。
David avatar
By David
at 2021-11-17T18:27
Elma avatar
By Elma
at 2021-11-18T20:26
99崩跌GG
Joseph avatar
By Joseph
at 2021-11-23T16:53
ˇ跌到5000點,我賣腎all in
Anthony avatar
By Anthony
at 2021-11-23T21:18
原來是買地當倉庫 放庫存? 我懂了
Bennie avatar
By Bennie
at 2021-11-25T06:39
這代表台積可以入場了嗎?
Agnes avatar
By Agnes
at 2021-11-27T00:35
GG回420吧 等你回來
Irma avatar
By Irma
at 2021-11-29T21:02
痾訂單都假的
Christine avatar
By Christine
at 2021-12-02T20:10
就是客戶庫存太多 明年第一季下的單會變少 一堆人
不學中文...
Sarah avatar
By Sarah
at 2021-12-07T19:37
穩惹
Leila avatar
By Leila
at 2021-12-10T22:26
GG近期買地是因為庫存過多要當倉庫,呵呵想吃貨就
明說
Emily avatar
By Emily
at 2021-12-15T00:11
開低就是買,螞蟻雄兵上攻3萬點,迎接財富自由
Bethany avatar
By Bethany
at 2021-12-17T15:08
外資:我OK,你先賣!
Jack avatar
By Jack
at 2021-12-21T16:35
管他外資怎麼喊,GG strong buy 睏霸數錢等退休。
Ula avatar
By Ula
at 2021-12-22T06:36
買台積電就是看長期,短期,甚至明年第一季的波動
都不用太擔心。
Ursula avatar
By Ursula
at 2021-12-26T13:05
訂單都滿出來了 是要有什麼庫存
Isabella avatar
By Isabella
at 2021-12-30T12:01
真的等到技術被追上再考慮脫手都還來得及。
Jake avatar
By Jake
at 2022-01-03T04:32
我中文不好,拜託中文好的快空GG
Oliver avatar
By Oliver
at 2022-01-05T19:03
就寫中空長多了。就是買起來放 睏霸數錢啦
Olga avatar
By Olga
at 2022-01-07T22:36
外資在追公車喔
Catherine avatar
By Catherine
at 2022-01-10T21:25
感謝利空加持 435的支撐測試加速完成
Belly avatar
By Belly
at 2022-01-11T03:27
下來了就買啊
Quanna avatar
By Quanna
at 2022-01-14T21:41
這不是跟聯發科一樣的路數嗎? 一下看好一下降評
John avatar
By John
at 2022-01-15T00:39
外豬開槍吃貨???
Suhail Hany avatar
By Suhail Hany
at 2022-01-16T19:38
原來排不到產能都是假象阿...
Callum avatar
By Callum
at 2022-01-18T15:49
底部就435了啊
Una avatar
By Una
at 2022-01-20T20:01
吃貨文
Ophelia avatar
By Ophelia
at 2022-01-24T18:06
豪洨XD
Rae avatar
By Rae
at 2022-01-29T10:30
庫林老木
Dora avatar
By Dora
at 2022-01-31T21:09
幫我拉回到300 謝謝
Ivy avatar
By Ivy
at 2022-02-03T02:14
南下載客囉
Victoria avatar
By Victoria
at 2022-02-07T22:05
https://i.imgur.com/UIreqWh.jpg
Xanthe avatar
By Xanthe
at 2022-02-10T03:30
可以買了
Zenobia avatar
By Zenobia
at 2022-02-11T08:17
快崩一下讓我買
Annie avatar
By Annie
at 2022-02-15T07:58
我ok 你先空
Kama avatar
By Kama
at 2022-02-19T16:09
感謝打折,今天一堆便宜可以撿
Joseph avatar
By Joseph
at 2022-02-21T17:32
以為最近買的地是以物易物換來的哦
Liam avatar
By Liam
at 2022-02-24T16:32
回到300我就買
Sierra Rose avatar
By Sierra Rose
at 2022-02-24T23:08
Valerie avatar
By Valerie
at 2022-02-27T11:03
台積電趕快跌深一點,拜託了
Michael avatar
By Michael
at 2022-02-27T23:21
太牽強XD
Annie avatar
By Annie
at 2022-03-02T09:06
有點凹阿
Joseph avatar
By Joseph
at 2022-03-06T21:27
Anonymous avatar
By Anonymous
at 2022-03-10T11:47
想吃貨!
Necoo avatar
By Necoo
at 2022-03-13T16:52
我信了
Blanche avatar
By Blanche
at 2022-03-16T08:46
準備在進場
Megan avatar
By Megan
at 2022-03-20T07:58
已All in台積電了
Lydia avatar
By Lydia
at 2022-03-21T23:49
吃貨摟
Dorothy avatar
By Dorothy
at 2022-03-24T12:03
感覺沒啥好講的只好講庫存
Ingrid avatar
By Ingrid
at 2022-03-28T21:42
記者是都沒判斷力嗎2%叫大跌
Ivy avatar
By Ivy
at 2022-04-01T10:09
http://i.imgur.com/wwiR0oX.jpg
Carol avatar
By Carol
at 2022-04-05T18:48
想空台指就說
Zenobia avatar
By Zenobia
at 2022-04-10T16:11
https://imgur.com/CmdIlqG
Carol avatar
By Carol
at 2022-04-15T03:21
準備吃貨 洗一波窮鬼出去
Olivia avatar
By Olivia
at 2022-04-19T00:13
gg跌就是買 今天不買的 以後又來哭窮
Edwina avatar
By Edwina
at 2022-04-20T04:17
gg居然跌10圓了 大家買起來
Emma avatar
By Emma
at 2022-04-23T20:40
空單回補
Emily avatar
By Emily
at 2022-04-24T01:32
麻煩跌多點 讓我買
Regina avatar
By Regina
at 2022-04-24T04:56
利空,等等收盤大漲20元,下週一直攻漲停,破500
Hamiltion avatar
By Hamiltion
at 2022-04-26T12:48
崩崩還是向上
Valerie avatar
By Valerie
at 2022-04-26T23:46
看不出來這是外資的計謀嗎?
Enid avatar
By Enid
at 2022-04-27T15:28
今天有批便宜的GG 不快衝?XD
Oscar avatar
By Oscar
at 2022-04-28T10:16
預備盤後買
Freda avatar
By Freda
at 2022-04-28T19:22
下週看來450穩了
Barb Cronin avatar
By Barb Cronin
at 2022-05-03T18:33
壓低吃貨啦...
Ophelia avatar
By Ophelia
at 2022-05-04T08:03
當人家傻子啊
Edith avatar
By Edith
at 2022-05-09T01:50
300等接~
Kristin avatar
By Kristin
at 2022-05-09T13:07
多抄點心經吧 https://i.imgur.com/UJOGKoy.jpg
Vanessa avatar
By Vanessa
at 2022-05-14T10:02
說那麼多幹什麼,有種請用力賣!
Erin avatar
By Erin
at 2022-05-15T04:57
這外資想買400以下gg吧
Daniel avatar
By Daniel
at 2022-05-18T00:56
台積電 比特斯拉更硬
敢空護國台積 試試看
Ivy avatar
By Ivy
at 2022-05-21T12:03
想偷買?
Daniel avatar
By Daniel
at 2022-05-26T02:50
拜託多放一點利空消息,小弟想上車
Gary avatar
By Gary
at 2022-05-31T00:30
跌就是買
Andy avatar
By Andy
at 2022-05-31T22:47
樓上那個零股有什麼好貼的= =
Yedda avatar
By Yedda
at 2022-06-05T06:32
外資想買的野心太明顯了
Ina avatar
By Ina
at 2022-06-09T16:23
放風聲的就是等著低價接的吧
Olivia avatar
By Olivia
at 2022-06-13T17:33
根本想吃貨……
Bennie avatar
By Bennie
at 2022-06-15T22:37
客戶訂單不是在排隊??? 怎會有庫存問題???
Brianna avatar
By Brianna
at 2022-06-16T02:16
這分析 可憐哪
Mason avatar
By Mason
at 2022-06-18T17:14
讚 這樣我可以買了
Edwina avatar
By Edwina
at 2022-06-21T04:21
TSLA就是抓最後一個,完全沒啥支撐,跟GG比差多了
Charlotte avatar
By Charlotte
at 2022-06-22T02:00
外資買新聞你也信
Queena avatar
By Queena
at 2022-06-23T12:18
這次不會錯過了
Isabella avatar
By Isabella
at 2022-06-26T01:47
哇靠,周一買爆
Quanna avatar
By Quanna
at 2022-06-27T12:04
這分析師的邏輯真有趣
Heather avatar
By Heather
at 2022-06-30T21:06
快買
Daph Bay avatar
By Daph Bay
at 2022-07-03T02:14
快點賣,都賣.我來撿破爛
這種爛股票,交給我來資源回收就好惹XD
Lucy avatar
By Lucy
at 2022-07-05T23:32
追都追不上了,想騙人下車?
David avatar
By David
at 2022-07-09T14:12
買爆
Cara avatar
By Cara
at 2022-07-11T20:56
都他們在講,賺也是他們賺
Delia avatar
By Delia
at 2022-07-15T03:46
40再說 400就想底部
Jacky avatar
By Jacky
at 2022-07-16T06:34
我ok 你先賣
William avatar
By William
at 2022-07-20T05:56
你先賣
John avatar
By John
at 2022-07-22T00:51
應該是想騙人下車
下週大爆噴
Genevieve avatar
By Genevieve
at 2022-07-26T12:05
這消息出來 內部笑到不行...
Hamiltion avatar
By Hamiltion
at 2022-07-27T18:58
廢物研究員生一堆廢物報告陷害散戶不得好死
出ㄧ堆垃圾報告騙散戶錢不會良心不安嗎 一堆低能

譁裕 長期多

Lauren avatar
By Lauren
at 2020-08-28T10:34
------------------------------------------------------------------------- 1.發文前請先詳閱[標的]分類發文規範,未依規範發文將受處份。 2.發標的文未充實內文,多空理由不充實者,板規1-1-5或4-4處份 3.進退場機制若非長期投資, ...

血庫告急 研華遠傳友訊等企業攜手捐熱血

Tom avatar
By Tom
at 2020-08-28T10:25
1.原文連結: 2020-08-26/大華網路日報/蘇松濤 http://www.cntimes.info/docDetail.jsp?coluid=108andamp;docid=105059573 2.原文內容: 受新型冠狀COVID-19(武漢肺炎)疫情影響,全台血庫告急,今(26)日由社團法人台北內 ...

蘋果獨家 丹麥風電一哥CIP 爆欠款上億

Rebecca avatar
By Rebecca
at 2020-08-28T10:19
1.原文連結: https://tw.appledaily.com/finance/20200828/GYDKANE7QBGMFMF77QZXKZMKAI/ 2.原文內容: 《蘋果》獨家 丹麥風電一哥CIP 爆欠款上億 片面毀約風場喊卡 拒讓台廠派任董事 【廖珪如、林巧雁/台北報導】2025非核家園啟動 ...

6140訊達 帳單多

Regina avatar
By Regina
at 2020-08-28T10:14
學藝不精,跟聰泰一樣被洗掉後噴到爆,X,版上更厲害的高手有看到應該賺到翻過去, 恭喜這些高手....我自己再多檢討 接下來就觀察出關後股價表現,和8月營收如何哩 ※ 引述《weekend88123 (股票戰船)》之銘言: : 大家好,這是我的第32篇標的文,操作屬於買高賣更高,突破當日絕 : 大都會有隔日 ...

資金輪動快 法人認養哪些小鬼股

Ivy avatar
By Ivy
at 2020-08-28T10:12
資金輪動快 法人認養哪些小鬼股 | 市場焦點 | 證券 | 經濟日報 2020-08-27 21:11 資金輪動快 法人認養哪些小鬼股 資金輪動速度很快高,原本大家預期上半年漲多的電子股要拉回修正,但美股近期表現強 勁,台灣電子股的修正幅度變得相當有限。 像是台積電(2330),在7月底那根帶量長黑K棒 ...