台積電 Q3 EPS beat - 股票

By Kumar
at 2020-10-15T13:36

Table of Contents

1.原文連結：

https://reurl.cc/N6xrZn

2.原文內容：

3Q
Sales USD121.4E TWD 3563.3E
GPM 53.4%
EPS 5.3

3.心得/評論：

營收超預期
毛利率超預期
獲利超預期
坐等第四季展望跟資本開支開獎

--

Tags: 股票

All Comments

By Caroline
at 2020-10-16T01:08

匯率抓多少，29.5？

By Lily
at 2020-10-16T13:56

十

By Noah
at 2020-10-20T02:50

是等第四季吧

By Lauren
at 2020-10-24T11:16

這樣本益比是多少@@

By Kelly
at 2020-10-27T05:48

會噴？

By Olive
at 2020-10-29T10:20

淨利率42.1% 超猛

By Daniel
at 2020-10-31T08:30

猛

By Caitlin
at 2020-11-03T02:23

不會算嗎

By Freda
at 2020-11-03T21:18

今天賣的，今天空的，幫你默哀

By George
at 2020-11-08T06:39

重點是Q4

By Necoo
at 2020-11-11T11:35

明天大家自己看著辦阿

By Joe
at 2020-11-12T17:34

已反應

By David
at 2020-11-17T05:18

Q3有蘋果華為加持好一點不意外

By Hedy
at 2020-11-19T09:51

台積本益比今天收盤價配上近四季EPS 本益比23.9

By Heather
at 2020-11-19T20:10

不適已反應了嗎?

By Agnes
at 2020-11-22T20:20

乾你梁什麼都已反應

By Tracy
at 2020-11-23T08:51

已反應準備下山

By Dinah
at 2020-11-25T02:38

套蛙無視今天套更深又開始樂觀

By Yuri
at 2020-11-29T08:48

抓29.36

By Brianna
at 2020-11-29T21:34

台積Q3財報出來前盤整的兩個月本益比在25～25.5
左右

By Christine
at 2020-11-30T17:55

TSMC期貨小拉一下

By Eartha
at 2020-11-30T22:08

核彈爆炸

By Charlie
at 2020-12-03T14:02

29.36，抓有點高

By Tristan Cohan
at 2020-12-07T10:06

真心猛

By Irma
at 2020-12-09T09:02

看ＡＤＲ溢價11%什麼時候收斂，466學長要變學弟了

By Gilbert
at 2020-12-11T07:50

好啦已反應下山讓我買一下

By Poppy
at 2020-12-16T05:54

466T瑟瑟發抖

By Ethan
at 2020-12-16T14:32

29.36是q3，這次tsmc沒給q4的預測書面資料

By Emily
at 2020-12-16T19:02

https://i.imgur.com/GRJZxIL.jpg

By Eden
at 2020-12-16T21:51

法說會後才會把展望更新上去

By Zora
at 2020-12-17T18:42

這個還沒算進匯損吧

By Isabella
at 2020-12-18T09:55

我猜匯率抓低了些

By Edwina
at 2020-12-22T02:56

明天跌停我買一下

By Andrew
at 2020-12-24T02:53

完了，台積電要噴到天上去了，都不倒車讓人上車的

By Olga
at 2020-12-27T01:44

匯率抓偏高了

By Madame
at 2020-12-31T22:19

已知用火

By Liam
at 2021-01-03T21:07

用本益比25.5算，GG合理價要490，零股掛一下壓壓驚

By Christine
at 2021-01-04T06:37

什麼時候季配息要改成3元這才比較會噴..

By Vanessa
at 2021-01-04T14:37

不要用近四季本益比算這樣會落後於循環

By Edwina
at 2021-01-05T06:53

連集合場到底在那裡？

By James
at 2021-01-09T21:29

明天核彈炸裂

By Dinah
at 2021-01-13T12:37

等Q4業績展望來看看

By Megan
at 2021-01-16T19:35

強但股價以反映

By Quintina
at 2021-01-20T04:40

= =產能滿載這不是預期內的東西嗎? 除了匯率以外

By Robert
at 2021-01-24T04:37

兩個月前已經反應，現在價位只是再次反應

By Barb Cronin
at 2021-01-24T07:44

重點是資本支出，其他都已知

By Gilbert
at 2021-01-29T03:50

已反應要到一千惹

By Callum
at 2021-02-01T00:17

https://youtu.be/JRVTn4lLdNQ

By Linda
at 2021-02-04T10:22

看看設備商的股價就可以推估了，傻傻的。至少領先
兩Q以上

By Harry
at 2021-02-05T09:08

永遠未反應

By Joseph
at 2021-02-08T18:17

https://i.imgur.com/mP1w64w.png

By Lydia
at 2021-02-13T16:25

噴噴噴噴

By Gary
at 2021-02-17T05:55

果然

By Rachel
at 2021-02-18T22:32

.............有人很意外嗎

By Rachel
at 2021-02-21T02:36

利多拉，哪次不是算利多

By Dinah
at 2021-02-22T04:07

29.36 委屈了賣愛瘋補回來

By Megan
at 2021-02-24T15:12

核彈變啞彈，嘎偉老蘇大獲全敗

By Doris
at 2021-03-01T13:18

每次利多就出貨

By Kristin
at 2021-03-02T16:33

明天直接漲500點大家說好不好~

By Christine
at 2021-03-05T16:07

下周就看到14000 大家說好不好~

By Todd Johnson
at 2021-03-06T03:46

嘎偉老師先知...真的變法會了幫QQ

By Faithe
at 2021-03-09T21:56

沒超過預期才是超高預期，真的已反應股價。

By Ivy
at 2021-03-13T11:21

有guidance嗎

By Olive
at 2021-03-18T01:17

15000 大家說好不好~

By Mary
at 2021-03-21T12:17

跌個兩天一堆已反應就出來了呵呵

By Irma
at 2021-03-23T02:56

第二季法說當天跌5.5到357.5，然後公車就開走囉

By Regina
at 2021-03-27T03:18

466T：終於可以參加離營宣教了！

By Regina
at 2021-03-30T14:12

今年eps上看20元

By Mia
at 2021-04-03T12:27

毛利真的高,5奈米良率應該很穩

By Olga
at 2021-04-05T17:05

終於有錢可以買一張gg了可以買嗎

By Olive
at 2021-04-06T03:16

說已反應的大概都沒上車

By Blanche
at 2021-04-06T07:44

當然買上看破千的股票 400多都算打折賣你惹

By Hedda
at 2021-04-07T11:40

大台股唯我神積不敗

By Noah
at 2021-04-11T14:09

明天市場反應不知道如何

By Kyle
at 2021-04-14T16:12

萬四開噴

By Tom
at 2021-04-16T10:36

車票450以上的才會在那邊，哪裡已反應亂講

By Hedy
at 2021-04-21T06:07

七月預期全年CapEx 160-170億美金；目前140.5

By Charlie
at 2021-04-26T05:56

明天是漲是跌，都不重要。重點是長期看漲，做越短
勝率越低啦

By Regina
at 2021-04-27T20:37

上一季估4.7還低估GG
給我開5.3 好扯

By Andrew
at 2021-05-02T05:35

Q2法說就說Q3季增10% 果然不讓大家失望

By Jacky
at 2021-05-05T19:06

Q2法說完也是一堆人說利多已反應現在?

By Queena
at 2021-05-07T09:34

就已反應阿這些東西不是早就知道了這幾天大戶跑這
麼快你當他們傻啊法會不管利多利空明天一樣崩

By Kumar
at 2021-05-11T01:11

只有在車的才會覺得沒反應吧XD

By Joseph
at 2021-05-15T06:32

股版應該要人手至少10股2330
才有參與感

By Oliver
at 2021-05-18T00:49

450元的股價這樣的表現不是應該的嗎?

By Megan
at 2021-05-20T00:10

有沒有已反應，市場說了算，而且也並沒有很重要

By Susan
at 2021-05-24T23:16

重點是q4

By Carolina Franco
at 2021-05-29T05:58

開始了啦

By David
at 2021-06-01T15:10

越爛越噴越好越崩

By William
at 2021-06-05T16:45

核彈要丟了啦

By Hardy
at 2021-06-09T09:45

Q4匯率爆炸啦，所以成長會降緩拉，但是本益比還是2
0-25合理但這是今年

By Hedy
at 2021-06-11T12:55

利多出盡明天空軍日崩崩預備

By Eden
at 2021-06-13T01:25

核什麼屁蛋，低能分析師

By Jacky
at 2021-06-17T01:07

明年等intel正式放棄高階cpu工廠製造，台積本益比
就是變成25-30以上
美金弱也沒差啦，是垃圾進口商不降價

By Ingrid
at 2021-06-20T16:02

說低能的會不會被吉

By Hamiltion
at 2021-06-24T21:18

漲啦哪次沒成長

By Queena
at 2021-06-27T13:48

Q4不差，漲爆
匯率用28.75算

By Ingrid
at 2021-06-29T01:59

匯損影響看不到
需求很強！

By Christine
at 2021-07-01T01:50

股價準備過高???

By Barb Cronin
at 2021-07-02T14:13

已反應

By Hedwig
at 2021-07-03T19:12

這下真的噴到飛天了！GG果然是空軍最大的敵人

By Tom
at 2021-07-05T07:49

匯損都沒有喔厲害喔

By Olga
at 2021-07-09T15:15

噴噴噴噴噴了

By Mason
at 2021-07-14T06:46

噴啦哪次不噴

By Gilbert
at 2021-07-18T17:11

466T表示：明天總該讓我離營了吧！

By Thomas
at 2021-07-20T06:26

看到GG就是噴就對了

By Bethany
at 2021-07-22T19:45

20% YOY!

By Liam
at 2021-07-23T05:32

真的要噴了

By Michael
at 2021-07-24T19:29

466等大選完再說啦，不急

By Edith
at 2021-07-27T09:12

Q4業績還是有影響

By Oliver
at 2021-07-30T20:13

匯率估那麼低滿屌的

By Frederica
at 2021-08-01T03:12

N5良率好已知,2021需求還會成長；N4:2021 Q4來了！

By Enid
at 2021-08-04T15:17

因為匯率估的低換算台幣業績一個月降到1100-1200億

By Robert
at 2021-08-06T18:28

台積只有兩個劇本：超利多超級大利多 CCC

By Dinah
at 2021-08-11T16:04

所以今年就這樣啦股價差不多了

By Valerie
at 2021-08-14T14:53

請問GG到底是透露利多還是超級大利多?

By Joseph
at 2021-08-15T20:29

不會解讀的，看一下摩台電子盤就知道了，目前向下..

By Margaret
at 2021-08-19T18:57

我褲子都脫一半了準備跟大家一起高潮了

By Gary
at 2021-08-21T01:14

沒有超級大利多應該是這樣講吧

By Harry
at 2021-08-22T01:14

QoQ 5%算是in line 這其實很不好

By Yuri
at 2021-08-25T17:32

capex是說2020全年17B嗎

By Suhail Hany
at 2021-08-30T02:58

利多出盡邁向400！

By Megan
at 2021-08-30T04:59

瘋狂做多

By Genevieve
at 2021-08-30T22:49

400 的話買爆爆爆爆爆

By Sierra Rose
at 2021-09-03T13:37

https://i.imgur.com/Z5bZ89F.jpg

By Hazel
at 2021-09-05T13:14

完了大家看這麼多

By Jessica
at 2021-09-09T01:07

零股457 反應完畢

By Victoria
at 2021-09-12T09:36

完了沒亮點要崩了

By Genevieve
at 2021-09-15T22:50

QoQ當然低啊，第一匯損，第二產能早滿了，第三等擴
廠，擴產沒這麼快好嗎

By Elizabeth
at 2021-09-17T12:56

搶到71股零股成交好貴唷

By Skylar Davis
at 2021-09-20T18:02

台積電穩健成長就好，大利多是給太陽能這類型的公
司，小賭怡情但若要保持不敗還真的要存股台積電

By Bennie
at 2021-09-23T20:59

說好的利多或超級大利多呢? 乾

By Una
at 2021-09-27T18:12

應該都在預期中沒特別利多股價應該暫時震盪持平

By Oscar
at 2021-09-29T19:43

明天漲套一波

By Tom
at 2021-09-30T09:25

預期已反應的機會很高

By Xanthe
at 2021-10-02T16:03

GG股價也超出預期...............的低，下看200

By Hedwig
at 2021-10-03T10:15

法說會的預測聽起來就是股票先賣一年後再買就好

By Hedda
at 2021-10-05T13:26

沒有6塊一切視同利空！

By Carol
at 2021-10-10T05:47

推

By Gilbert
at 2021-10-12T21:37

單子好像配2.5

By Gary
at 2021-10-16T18:49

不過單子是固定配的看看q4明年

By Sandy
at 2021-10-21T09:06

法會懶人包: gg今年賺很多ㄛ沒了

By Victoria
at 2021-10-25T05:09

股票反應未來以反應嘻嘻

By Caitlin
at 2021-10-25T09:56

買爆

By Rebecca
at 2021-10-26T06:35

幸好明天只能漲10趴

By Heather
at 2021-10-29T01:03

太神啦!

By Lydia
at 2021-10-30T23:15

哪次不beat

By Frederic
at 2021-11-04T05:43

默哀啥。都漲多少了。笑死

By Gilbert
at 2021-11-05T21:15

央行這次救不了GG了

By Tracy
at 2021-11-06T19:21

丸子

By Mia
at 2021-11-07T14:39

回頭看這篇，昨天解讀錯誤的人，真的要自己檢討，
想在市場上賺錢，如果只有這樣的能力，是不行的。

By Hardy
at 2021-11-10T23:35

誰還在笑網友的已反映？確實早就反映了

By Annie
at 2021-11-14T19:24

然後下跌跟著超乎預期

By Agatha
at 2021-11-18T14:29

匯率都破29了

Re: 股版有人持有ASML股票嗎，

By David
at 2020-10-15T13:15

※ 引述《cccccc0125 (小陳)》之銘言： : 話說股版有人持有asml 的股票嗎，覺得這間公司也太強了，在10奈米節點以下有100% 的 : 市佔率。 : 先進製程關鍵設備全球僅此一家，沒得貨比三家，百分百掌握定價權，做好的設備直接就 : 是搶破頭被拿光。 : 台積電市佔率是50%左右，這家是1 ...

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By Odelette
at 2020-10-15T13:09

【證交所成券商大靠山交易秩序破壞者！】證交所的機密是以公益為由？還是保護券商財團的利益？成為坑殺散戶股民的幫兇？今天爆出證交所以極機密案件掩飾某家中型券商大戶將當沖、程式下單交易的「黑盒子」偷偷放置在証交所板橋機房，最後證交所竟然只小罰這家券商60萬元，將此案就此結案。此舉無疑讓人質疑證交所是否 ...

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台積電 Q3 EPS beat - 股票

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