半導體庫存風險大!外資開出台積電降評?2 - 股票
By Charlotte
at 2020-08-28T10:40
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%。
--------------
--
Tags:
股票
All Comments
By David
at 2020-09-01T16:36
at 2020-09-01T16:36
By Irma
at 2020-09-05T15:03
at 2020-09-05T15:03
By Candice
at 2020-09-09T05:31
at 2020-09-09T05:31
By Lucy
at 2020-09-11T11:55
at 2020-09-11T11:55
By Cara
at 2020-09-15T06:40
at 2020-09-15T06:40
By Anthony
at 2020-09-18T02:57
at 2020-09-18T02:57
By Kristin
at 2020-09-19T20:10
at 2020-09-19T20:10
By Iris
at 2020-09-19T22:50
at 2020-09-19T22:50
By Elizabeth
at 2020-09-20T21:55
at 2020-09-20T21:55
By Puput
at 2020-09-23T12:25
at 2020-09-23T12:25
By Queena
at 2020-09-26T23:28
at 2020-09-26T23:28
By Ophelia
at 2020-09-28T22:37
at 2020-09-28T22:37
By Queena
at 2020-10-03T00:29
at 2020-10-03T00:29
By Elizabeth
at 2020-10-06T17:13
at 2020-10-06T17:13
By Delia
at 2020-10-09T18:28
at 2020-10-09T18:28
By Christine
at 2020-10-11T10:49
at 2020-10-11T10:49
By Dora
at 2020-10-14T22:46
at 2020-10-14T22:46
By Carolina Franco
at 2020-10-17T11:28
at 2020-10-17T11:28
By Selena
at 2020-10-18T15:25
at 2020-10-18T15:25
By Blanche
at 2020-10-23T13:15
at 2020-10-23T13:15
By Agatha
at 2020-10-23T15:46
at 2020-10-23T15:46
By George
at 2020-10-26T10:04
at 2020-10-26T10:04
By Suhail Hany
at 2020-10-28T18:44
at 2020-10-28T18:44
By Isla
at 2020-11-01T08:33
at 2020-11-01T08:33
By Donna
at 2020-11-02T20:55
at 2020-11-02T20:55
By Margaret
at 2020-11-06T17:13
at 2020-11-06T17:13
By Jessica
at 2020-11-11T13:43
at 2020-11-11T13:43
By Mason
at 2020-11-13T07:31
at 2020-11-13T07:31
By Suhail Hany
at 2020-11-15T04:50
at 2020-11-15T04:50
By Mia
at 2020-11-15T07:13
at 2020-11-15T07:13
By Gary
at 2020-11-16T22:41
at 2020-11-16T22:41
By Tracy
at 2020-11-19T17:58
at 2020-11-19T17:58
By Daniel
at 2020-11-22T06:55
at 2020-11-22T06:55
By Jake
at 2020-11-24T03:27
at 2020-11-24T03:27
By Elizabeth
at 2020-11-24T20:26
at 2020-11-24T20:26
By Elvira
at 2020-11-28T10:59
at 2020-11-28T10:59
By Connor
at 2020-12-02T16:12
at 2020-12-02T16:12
By Edward Lewis
at 2020-12-05T19:22
at 2020-12-05T19:22
By Olive
at 2020-12-07T04:55
at 2020-12-07T04:55
By Rachel
at 2020-12-09T13:18
at 2020-12-09T13:18
By Dorothy
at 2020-12-12T14:03
at 2020-12-12T14:03
By William
at 2020-12-15T14:25
at 2020-12-15T14:25
By Skylar DavisLinda
at 2020-12-18T16:44
at 2020-12-18T16:44
By Joe
at 2020-12-23T08:50
at 2020-12-23T08:50
By Tracy
at 2020-12-24T01:15
at 2020-12-24T01:15
By Erin
at 2020-12-26T20:31
at 2020-12-26T20:31
By Wallis
at 2020-12-31T12:09
at 2020-12-31T12:09
By Lucy
at 2021-01-04T20:50
at 2021-01-04T20:50
By Liam
at 2021-01-05T21:54
at 2021-01-05T21:54
By Zenobia
at 2021-01-07T21:12
at 2021-01-07T21:12
By Eden
at 2021-01-09T10:58
at 2021-01-09T10:58
By Jack
at 2021-01-10T22:35
at 2021-01-10T22:35
By Freda
at 2021-01-11T19:28
at 2021-01-11T19:28
By Emily
at 2021-01-12T03:15
at 2021-01-12T03:15
By Lucy
at 2021-01-12T17:14
at 2021-01-12T17:14
By Carolina Franco
at 2021-01-14T17:46
at 2021-01-14T17:46
By Hamiltion
at 2021-01-19T13:01
at 2021-01-19T13:01
By Mason
at 2021-01-22T13:57
at 2021-01-22T13:57
By William
at 2021-01-26T08:10
at 2021-01-26T08:10
By Sarah
at 2021-01-26T21:44
at 2021-01-26T21:44
By Quintina
at 2021-01-27T15:27
at 2021-01-27T15:27
By Hedy
at 2021-01-29T00:07
at 2021-01-29T00:07
By Edwina
at 2021-02-01T12:56
at 2021-02-01T12:56
By Bethany
at 2021-02-04T12:10
at 2021-02-04T12:10
By Selena
at 2021-02-05T22:30
at 2021-02-05T22:30
By Charlie
at 2021-02-08T01:05
at 2021-02-08T01:05
By Wallis
at 2021-02-12T15:04
at 2021-02-12T15:04
By Wallis
at 2021-02-14T20:10
at 2021-02-14T20:10
By Puput
at 2021-02-18T17:28
at 2021-02-18T17:28
By Megan
at 2021-02-23T10:39
at 2021-02-23T10:39
By Frederica
at 2021-02-25T19:16
at 2021-02-25T19:16
By Rae
at 2021-02-26T21:54
at 2021-02-26T21:54
By Yuri
at 2021-02-28T23:55
at 2021-02-28T23:55
By Doris
at 2021-03-03T14:00
at 2021-03-03T14:00
By Hazel
at 2021-03-05T22:38
at 2021-03-05T22:38
By Suhail Hany
at 2021-03-07T00:07
at 2021-03-07T00:07
By Mary
at 2021-03-09T08:00
at 2021-03-09T08:00
By William
at 2021-03-12T03:20
at 2021-03-12T03:20
By Elma
at 2021-03-16T23:13
at 2021-03-16T23:13
By Leila
at 2021-03-17T22:48
at 2021-03-17T22:48
By Bennie
at 2021-03-20T06:11
at 2021-03-20T06:11
By Caitlin
at 2021-03-22T20:36
at 2021-03-22T20:36
By Frederic
at 2021-03-25T02:35
at 2021-03-25T02:35
By Sierra Rose
at 2021-03-26T09:53
at 2021-03-26T09:53
By Oscar
at 2021-03-27T19:21
at 2021-03-27T19:21
By Lydia
at 2021-03-28T11:33
at 2021-03-28T11:33
By Catherine
at 2021-04-01T10:37
at 2021-04-01T10:37
By Adele
at 2021-04-05T00:03
at 2021-04-05T00:03
By Jacky
at 2021-04-05T01:34
at 2021-04-05T01:34
By Lauren
at 2021-04-08T00:44
at 2021-04-08T00:44
By Puput
at 2021-04-10T13:02
at 2021-04-10T13:02
By Gary
at 2021-04-13T21:18
at 2021-04-13T21:18
By Kumar
at 2021-04-16T14:28
at 2021-04-16T14:28
By Hedy
at 2021-04-20T13:22
at 2021-04-20T13:22
By Callum
at 2021-04-23T14:45
at 2021-04-23T14:45
By Ingrid
at 2021-04-25T09:12
at 2021-04-25T09:12
By Bethany
at 2021-04-27T18:22
at 2021-04-27T18:22
By Suhail Hany
at 2021-04-29T22:06
at 2021-04-29T22:06
By Isabella
at 2021-05-02T08:08
at 2021-05-02T08:08
By Hedwig
at 2021-05-02T17:06
at 2021-05-02T17:06
By Megan
at 2021-05-06T08:28
at 2021-05-06T08:28
By Tristan Cohan
at 2021-05-10T02:13
at 2021-05-10T02:13
By George
at 2021-05-13T01:09
at 2021-05-13T01:09
By David
at 2021-05-16T12:12
at 2021-05-16T12:12
By Blanche
at 2021-05-21T11:03
at 2021-05-21T11:03
By Tracy
at 2021-05-24T08:48
at 2021-05-24T08:48
By Callum
at 2021-05-27T03:13
at 2021-05-27T03:13
By Victoria
at 2021-05-31T07:52
at 2021-05-31T07:52
By Dinah
at 2021-06-02T11:22
at 2021-06-02T11:22
By Robert
at 2021-06-03T04:17
at 2021-06-03T04:17
By Ophelia
at 2021-06-05T07:22
at 2021-06-05T07:22
By Suhail Hany
at 2021-06-09T15:50
at 2021-06-09T15:50
By Thomas
at 2021-06-12T21:20
at 2021-06-12T21:20
By Elvira
at 2021-06-17T09:26
at 2021-06-17T09:26
By Kristin
at 2021-06-18T02:07
at 2021-06-18T02:07
By Puput
at 2021-06-19T07:45
at 2021-06-19T07:45
By Poppy
at 2021-06-19T13:09
at 2021-06-19T13:09
By Connor
at 2021-06-20T23:10
at 2021-06-20T23:10
By Leila
at 2021-06-21T12:22
at 2021-06-21T12:22
By Rachel
at 2021-06-25T14:59
at 2021-06-25T14:59
By Andrew
at 2021-06-27T12:13
at 2021-06-27T12:13
By Jake
at 2021-06-27T20:04
at 2021-06-27T20:04
By Olive
at 2021-06-29T00:17
at 2021-06-29T00:17
By Gilbert
at 2021-06-30T12:28
at 2021-06-30T12:28
By Irma
at 2021-07-03T04:56
at 2021-07-03T04:56
By Catherine
at 2021-07-06T04:09
at 2021-07-06T04:09
By Annie
at 2021-07-07T06:15
at 2021-07-07T06:15
By Kama
at 2021-07-08T21:44
at 2021-07-08T21:44
By Caitlin
at 2021-07-10T15:32
at 2021-07-10T15:32
By Necoo
at 2021-07-14T16:15
at 2021-07-14T16:15
By Charlotte
at 2021-07-14T17:55
at 2021-07-14T17:55
By Lydia
at 2021-07-18T22:47
at 2021-07-18T22:47
By Caitlin
at 2021-07-22T07:52
at 2021-07-22T07:52
By Puput
at 2021-07-23T10:00
at 2021-07-23T10:00
By Caroline
at 2021-07-26T04:32
at 2021-07-26T04:32
By Joseph
at 2021-07-30T19:29
at 2021-07-30T19:29
By Ursula
at 2021-07-31T10:25
at 2021-07-31T10:25
By Ethan
at 2021-08-05T07:28
at 2021-08-05T07:28
By Elma
at 2021-08-07T11:39
at 2021-08-07T11:39
By Hamiltion
at 2021-08-12T08:27
at 2021-08-12T08:27
By Madame
at 2021-08-17T02:57
at 2021-08-17T02:57
By Queena
at 2021-08-21T11:54
at 2021-08-21T11:54
By Catherine
at 2021-08-25T06:01
at 2021-08-25T06:01
By Edward Lewis
at 2021-08-28T16:59
at 2021-08-28T16:59
By Quanna
at 2021-09-01T10:04
at 2021-09-01T10:04
By Olga
at 2021-09-04T20:42
at 2021-09-04T20:42
By Wallis
at 2021-09-05T05:49
at 2021-09-05T05:49
By Lydia
at 2021-09-05T08:53
at 2021-09-05T08:53
By William
at 2021-09-08T16:37
at 2021-09-08T16:37
By Barb Cronin
at 2021-09-13T07:40
at 2021-09-13T07:40
By Franklin
at 2021-09-16T05:00
at 2021-09-16T05:00
By Isabella
at 2021-09-18T00:22
at 2021-09-18T00:22
By Anthony
at 2021-09-22T00:51
at 2021-09-22T00:51
By Edith
at 2021-09-26T01:05
at 2021-09-26T01:05
By Genevieve
at 2021-09-29T08:59
at 2021-09-29T08:59
By Lydia
at 2021-09-30T21:59
at 2021-09-30T21:59
By Xanthe
at 2021-10-05T18:54
at 2021-10-05T18:54
By Eden
at 2021-10-07T12:37
at 2021-10-07T12:37
By Tristan Cohan
at 2021-10-11T20:21
at 2021-10-11T20:21
By Enid
at 2021-10-14T18:28
at 2021-10-14T18:28
By Ivy
at 2021-10-15T16:18
at 2021-10-15T16:18
By Kama
at 2021-10-16T15:02
at 2021-10-16T15:02
By Victoria
at 2021-10-17T15:31
at 2021-10-17T15:31
By Elvira
at 2021-10-21T12:07
at 2021-10-21T12:07
By Blanche
at 2021-10-21T19:56
at 2021-10-21T19:56
By Emily
at 2021-10-26T01:42
at 2021-10-26T01:42
By Gary
at 2021-10-27T17:39
at 2021-10-27T17:39
By Hedda
at 2021-10-31T12:16
at 2021-10-31T12:16
By Anthony
at 2021-11-03T10:21
at 2021-11-03T10:21
By Michael
at 2021-11-06T03:53
at 2021-11-06T03:53
By Frederic
at 2021-11-08T20:39
at 2021-11-08T20:39
By Freda
at 2021-11-13T01:02
at 2021-11-13T01:02
By David
at 2021-11-17T18:27
at 2021-11-17T18:27
By Elma
at 2021-11-18T20:26
at 2021-11-18T20:26
By Joseph
at 2021-11-23T16:53
at 2021-11-23T16:53
By Anthony
at 2021-11-23T21:18
at 2021-11-23T21:18
By Bennie
at 2021-11-25T06:39
at 2021-11-25T06:39
By Agnes
at 2021-11-27T00:35
at 2021-11-27T00:35
By Irma
at 2021-11-29T21:02
at 2021-11-29T21:02
By Christine
at 2021-12-02T20:10
at 2021-12-02T20:10
By Sarah
at 2021-12-07T19:37
at 2021-12-07T19:37
By Leila
at 2021-12-10T22:26
at 2021-12-10T22:26
By Emily
at 2021-12-15T00:11
at 2021-12-15T00:11
By Bethany
at 2021-12-17T15:08
at 2021-12-17T15:08
By Jack
at 2021-12-21T16:35
at 2021-12-21T16:35
By Ula
at 2021-12-22T06:36
at 2021-12-22T06:36
By Ursula
at 2021-12-26T13:05
at 2021-12-26T13:05
By Isabella
at 2021-12-30T12:01
at 2021-12-30T12:01
By Jake
at 2022-01-03T04:32
at 2022-01-03T04:32
By Oliver
at 2022-01-05T19:03
at 2022-01-05T19:03
By Olga
at 2022-01-07T22:36
at 2022-01-07T22:36
By Catherine
at 2022-01-10T21:25
at 2022-01-10T21:25
By Belly
at 2022-01-11T03:27
at 2022-01-11T03:27
By Quanna
at 2022-01-14T21:41
at 2022-01-14T21:41
By John
at 2022-01-15T00:39
at 2022-01-15T00:39
By Suhail Hany
at 2022-01-16T19:38
at 2022-01-16T19:38
By Callum
at 2022-01-18T15:49
at 2022-01-18T15:49
By Una
at 2022-01-20T20:01
at 2022-01-20T20:01
By Ophelia
at 2022-01-24T18:06
at 2022-01-24T18:06
By Rae
at 2022-01-29T10:30
at 2022-01-29T10:30
By Dora
at 2022-01-31T21:09
at 2022-01-31T21:09
By Ivy
at 2022-02-03T02:14
at 2022-02-03T02:14
By Victoria
at 2022-02-07T22:05
at 2022-02-07T22:05
By Xanthe
at 2022-02-10T03:30
at 2022-02-10T03:30
By Zenobia
at 2022-02-11T08:17
at 2022-02-11T08:17
By Annie
at 2022-02-15T07:58
at 2022-02-15T07:58
By Kama
at 2022-02-19T16:09
at 2022-02-19T16:09
By Joseph
at 2022-02-21T17:32
at 2022-02-21T17:32
By Liam
at 2022-02-24T16:32
at 2022-02-24T16:32
By Sierra Rose
at 2022-02-24T23:08
at 2022-02-24T23:08
By Valerie
at 2022-02-27T11:03
at 2022-02-27T11:03
By Michael
at 2022-02-27T23:21
at 2022-02-27T23:21
By Annie
at 2022-03-02T09:06
at 2022-03-02T09:06
By Joseph
at 2022-03-06T21:27
at 2022-03-06T21:27
By Anonymous
at 2022-03-10T11:47
at 2022-03-10T11:47
By Necoo
at 2022-03-13T16:52
at 2022-03-13T16:52
By Blanche
at 2022-03-16T08:46
at 2022-03-16T08:46
By Megan
at 2022-03-20T07:58
at 2022-03-20T07:58
By Lydia
at 2022-03-21T23:49
at 2022-03-21T23:49
By Dorothy
at 2022-03-24T12:03
at 2022-03-24T12:03
By Ingrid
at 2022-03-28T21:42
at 2022-03-28T21:42
By Ivy
at 2022-04-01T10:09
at 2022-04-01T10:09
By Carol
at 2022-04-05T18:48
at 2022-04-05T18:48
By Zenobia
at 2022-04-10T16:11
at 2022-04-10T16:11
By Carol
at 2022-04-15T03:21
at 2022-04-15T03:21
By Olivia
at 2022-04-19T00:13
at 2022-04-19T00:13
By Edwina
at 2022-04-20T04:17
at 2022-04-20T04:17
By Emma
at 2022-04-23T20:40
at 2022-04-23T20:40
By Emily
at 2022-04-24T01:32
at 2022-04-24T01:32
By Regina
at 2022-04-24T04:56
at 2022-04-24T04:56
By Hamiltion
at 2022-04-26T12:48
at 2022-04-26T12:48
By Valerie
at 2022-04-26T23:46
at 2022-04-26T23:46
By Enid
at 2022-04-27T15:28
at 2022-04-27T15:28
By Oscar
at 2022-04-28T10:16
at 2022-04-28T10:16
By Freda
at 2022-04-28T19:22
at 2022-04-28T19:22
By Barb Cronin
at 2022-05-03T18:33
at 2022-05-03T18:33
By Ophelia
at 2022-05-04T08:03
at 2022-05-04T08:03
By Edith
at 2022-05-09T01:50
at 2022-05-09T01:50
By Kristin
at 2022-05-09T13:07
at 2022-05-09T13:07
By Vanessa
at 2022-05-14T10:02
at 2022-05-14T10:02
By Erin
at 2022-05-15T04:57
at 2022-05-15T04:57
By Daniel
at 2022-05-18T00:56
at 2022-05-18T00:56
By Ivy
at 2022-05-21T12:03
at 2022-05-21T12:03
By Daniel
at 2022-05-26T02:50
at 2022-05-26T02:50
By Gary
at 2022-05-31T00:30
at 2022-05-31T00:30
By Andy
at 2022-05-31T22:47
at 2022-05-31T22:47
By Yedda
at 2022-06-05T06:32
at 2022-06-05T06:32
By Ina
at 2022-06-09T16:23
at 2022-06-09T16:23
By Olivia
at 2022-06-13T17:33
at 2022-06-13T17:33
By Bennie
at 2022-06-15T22:37
at 2022-06-15T22:37
By Brianna
at 2022-06-16T02:16
at 2022-06-16T02:16
By Mason
at 2022-06-18T17:14
at 2022-06-18T17:14
By Edwina
at 2022-06-21T04:21
at 2022-06-21T04:21
By Charlotte
at 2022-06-22T02:00
at 2022-06-22T02:00
By Queena
at 2022-06-23T12:18
at 2022-06-23T12:18
By Isabella
at 2022-06-26T01:47
at 2022-06-26T01:47
By Quanna
at 2022-06-27T12:04
at 2022-06-27T12:04
By Heather
at 2022-06-30T21:06
at 2022-06-30T21:06
By Daph Bay
at 2022-07-03T02:14
at 2022-07-03T02:14
By Lucy
at 2022-07-05T23:32
at 2022-07-05T23:32
By David
at 2022-07-09T14:12
at 2022-07-09T14:12
By Cara
at 2022-07-11T20:56
at 2022-07-11T20:56
By Delia
at 2022-07-15T03:46
at 2022-07-15T03:46
By Jacky
at 2022-07-16T06:34
at 2022-07-16T06:34
By William
at 2022-07-20T05:56
at 2022-07-20T05:56
By John
at 2022-07-22T00:51
at 2022-07-22T00:51
By Genevieve
at 2022-07-26T12:05
at 2022-07-26T12:05
By Hamiltion
at 2022-07-27T18:58
at 2022-07-27T18:58
Related Posts
譁裕 長期多
By Lauren
at 2020-08-28T10:34
at 2020-08-28T10:34
血庫告急 研華遠傳友訊等企業攜手捐熱血
By Tom
at 2020-08-28T10:25
at 2020-08-28T10:25
蘋果獨家 丹麥風電一哥CIP 爆欠款上億
By Rebecca
at 2020-08-28T10:19
at 2020-08-28T10:19
6140訊達 帳單多
By Regina
at 2020-08-28T10:14
at 2020-08-28T10:14
資金輪動快 法人認養哪些小鬼股
By Ivy
at 2020-08-28T10:12
at 2020-08-28T10:12