台積電7月營收1,059億元 月減12.3% - 股票

Anonymous avatar
By Anonymous
at 2020-08-10T16:24

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1.原文連結:
※過長無法點擊者必須縮網址

https://money.udn.com/money/story/5612/4770117

2.原文內容:

台積電7月營收1,059億元 月減12.3%

2020-08-10 14:46經濟日報 記者張瑞益/即時報導

晶圓代工龍頭台積電(2330)公告7月營收 1059.63 億元,月減 12.3%,年增 25%,單月
營收雖較上月下滑,但仍為今年單月營收第三高水準,累計今年前七個月營收達7272.59
億元,年增 33.6%。

台積電先前在法說會時,就明確指出,看好第3季小業績將受惠5G手機、高效運算、物聯
網應用需求持續驅動,並估第3季營收將達112至115億美元,預期第3季營收將較第2季成
長7.9%至10.8%。

以台積電估計的第3季營收表現,將可望超越去年第4季的單季營收水準,再創下單季營收
新高紀錄,若以1美元兌換新台幣29.5元計算,台積電第3季新台幣營收估達3304至3392.5
億元,因此,由此推估,台積電8月及9月營收也均可望維持在千億元以上的高檔水準,台
積電並估計第3季毛利率估50%至52%,營益率則在39%至41%之間,續站穩高檔。

台積電先進製程技術維持產業領先地位,再加上今年以來全球5G手機、高效運算動能越趨
強勁,客戶看好終端應用前景,先進製程需求仍暢旺,台積電先前上修今年展望,預估全
年美元營收將成長20%以上,優於產業平均。

3.心得/評論:
※必需填寫滿20字

這樣的成績對台積電來說有失水準 月減超過一成 這比預期低很多

有可能要跌破400 測一下支撐 再看八月成績

#想撿300塊台積電的 明天開始可以放空台積電了
#唯一 第一 666

--
Tags: 股票

All Comments

Odelette avatar
By Odelette
at 2020-08-14T05:28
一篇年增一篇月減
Olive avatar
By Olive
at 2020-08-15T13:42
完了 月減...
James avatar
By James
at 2020-08-16T16:03
看空的寫月減,看多的寫年增,明天開獎
Liam avatar
By Liam
at 2020-08-17T23:21
好嚴格歐 不是越爛越噴嗎?
Vanessa avatar
By Vanessa
at 2020-08-20T21:35
adr 目前小漲
Necoo avatar
By Necoo
at 2020-08-25T14:27
開低走高嘎飛空軍!
Oliver avatar
By Oliver
at 2020-08-28T19:23
其他股虧損轉盈就爆噴,GG少賺一點被嫌臭頭
怎麼這麼命苦,公司不壞股民不愛
Wallis avatar
By Wallis
at 2020-08-29T21:53
經濟日報嘛,不意外
Hedda avatar
By Hedda
at 2020-09-02T10:50
Lydia avatar
By Lydia
at 2020-09-02T13:33
大雄考30分會被褒獎,王聰明考95分會被打的意思
Heather avatar
By Heather
at 2020-09-02T21:03
要崩了快拋售! 我要撿~400以下壓身家
Irma avatar
By Irma
at 2020-09-07T11:01
我OK你先空
Bennie avatar
By Bennie
at 2020-09-10T23:08
對比中芯增18.7% 台GG藥丸
Hamiltion avatar
By Hamiltion
at 2020-09-13T13:28
月減這麼多????
Charlotte avatar
By Charlotte
at 2020-09-16T10:30
誰在跟你月減 明明年增
Enid avatar
By Enid
at 2020-09-19T19:23
明天pk 見真章
Madame avatar
By Madame
at 2020-09-19T20:47
月減,完了,向下噴出
Faithe avatar
By Faithe
at 2020-09-23T03:06
ㄎㄎ,空到下市
Ophelia avatar
By Ophelia
at 2020-09-24T07:32
年增比月增重要
Sierra Rose avatar
By Sierra Rose
at 2020-09-24T17:28
空爆
Dorothy avatar
By Dorothy
at 2020-09-28T20:44
多多:年增! 空空:月減!
Sandy avatar
By Sandy
at 2020-09-30T14:33
雞雞讚讚讚!!
Kelly avatar
By Kelly
at 2020-10-01T10:34
啊啊啊啊 幹 要跌停了
Odelette avatar
By Odelette
at 2020-10-04T19:06
上一篇說年增,妮說月減,我都花去
Elma avatar
By Elma
at 2020-10-07T18:06
500 GO!
Brianna avatar
By Brianna
at 2020-10-08T11:19
月減有差逆==
Gilbert avatar
By Gilbert
at 2020-10-12T20:14
拜託空到400以下,我想上車
Heather avatar
By Heather
at 2020-10-15T14:27
接下來月月都月減
Sarah avatar
By Sarah
at 2020-10-16T10:39
月減 丸蛋惹
Ivy avatar
By Ivy
at 2020-10-20T16:55
空到300 我買
Ophelia avatar
By Ophelia
at 2020-10-22T11:32
年增月減 那我要看哪邊對做阿
Charlie avatar
By Charlie
at 2020-10-25T15:05
財測參考下
Irma avatar
By Irma
at 2020-10-28T18:08
空到300 我all in
Jack avatar
By Jack
at 2020-10-30T17:31
出貨有周期性,應該要跟去年同月比才對吧
Todd Johnson avatar
By Todd Johnson
at 2020-11-03T12:19
所以是年增
Oliver avatar
By Oliver
at 2020-11-05T05:13
請問文中說Q3預估比Q2成長8-10%,但七月月減12%,這
是代表89月要爆衝才能達標對嗎?
Vanessa avatar
By Vanessa
at 2020-11-09T11:32
越爛越噴!
Vanessa avatar
By Vanessa
at 2020-11-14T03:52
一個營收 各自解讀~~
Tom avatar
By Tom
at 2020-11-17T00:55
感謝繼續提供燃料
Jack avatar
By Jack
at 2020-11-18T23:17
我笑了... 300 你等投胎吧
Sandy avatar
By Sandy
at 2020-11-22T06:11
aapl 出貨日往後,89會大噴,但股價還是過高了
Quintina avatar
By Quintina
at 2020-11-24T07:52
過高是你沒買吧,繼續哭吧
Yedda avatar
By Yedda
at 2020-11-25T00:08
生技股大家都用本夢比價格隨便喊 gg就財報斤斤計較
勇敢追夢500喊起來好嗎
Xanthe avatar
By Xanthe
at 2020-11-25T16:31
台積電笑死人 明天準時狙擊
Rachel avatar
By Rachel
at 2020-11-27T03:50
500 抓穩
Ivy avatar
By Ivy
at 2020-12-01T21:03
466t 同學蓋牌吧,明年見
Agnes avatar
By Agnes
at 2020-12-05T13:09
台韭電去年才多少錢...
Victoria avatar
By Victoria
at 2020-12-06T03:12
每次都說有人要狙,到底成功的有幾個?
Linda avatar
By Linda
at 2020-12-09T07:42
去年沒買的是不是都是豬
Ula avatar
By Ula
at 2020-12-13T05:05
300漲到466還不滿意?? 套在山頂的怪誰
Una avatar
By Una
at 2020-12-17T04:50
466 年底就來救惹啦
說崩的,大概很怕GG漲吧!不然手上持股又要跌惹
Victoria avatar
By Victoria
at 2020-12-21T03:03
月減超多 崩崩
David avatar
By David
at 2020-12-21T07:20
除非劉德華出來說台積電是中國的品牌啦,不然3字頭
等下輩子吧
Odelette avatar
By Odelette
at 2020-12-26T06:03
聯電超車
Lauren avatar
By Lauren
at 2020-12-29T07:17
三十幾元的GG是很難沒錯
Donna avatar
By Donna
at 2021-01-02T19:23
阿不是產能滿載 排隊排到不知道到哪兒去嘍!
Connor avatar
By Connor
at 2021-01-04T13:07
一個營收 各自表述
Aaliyah avatar
By Aaliyah
at 2021-01-08T11:43
支持GG不好嗎,笑鼠
Callum avatar
By Callum
at 2021-01-09T16:06
完了 要跌停了
Kyle avatar
By Kyle
at 2021-01-13T07:04
明天拉gg出中小 很簡單
Adele avatar
By Adele
at 2021-01-14T04:33
一般不是都看YoY 嗎-_-
Ethan avatar
By Ethan
at 2021-01-17T16:54
厂厂
Mia avatar
By Mia
at 2021-01-18T05:13
明天一定噴
Annie avatar
By Annie
at 2021-01-20T19:59
月減不就是因為華為急單消化完了嗎? 要看年增吧
Hamiltion avatar
By Hamiltion
at 2021-01-22T02:06
月減,華為的急單做完了?
Zora avatar
By Zora
at 2021-01-23T05:38
一篇增一篇減,現在是???
Hamiltion avatar
By Hamiltion
at 2021-01-23T07:57
慘啦
Iris avatar
By Iris
at 2021-01-23T21:46
回280吧
Hamiltion avatar
By Hamiltion
at 2021-01-26T03:09
240收
Carol avatar
By Carol
at 2021-01-28T06:43
199吃到飽收
Olga avatar
By Olga
at 2021-01-29T21:10
聯電穩了
Isla avatar
By Isla
at 2021-01-30T16:53
空蛙傾巢而出,呱呱呱呱呱
Anthony avatar
By Anthony
at 2021-02-02T21:05
笑屎~崩就加碼~睏霸數錢QQ
Callum avatar
By Callum
at 2021-02-07T15:21
好亂,有看多的,有看空的
Xanthe avatar
By Xanthe
at 2021-02-07T20:24
有人月減跟年增意思搞不清楚唷
Queena avatar
By Queena
at 2021-02-12T14:09
空軍趕快出,怕你不敢啦
Ursula avatar
By Ursula
at 2021-02-13T15:18
趕快出清
Caroline avatar
By Caroline
at 2021-02-18T04:56
一個營收各自表述...明天交戰
Puput avatar
By Puput
at 2021-02-19T15:52
鄉民的越爛越噴 怎碰到2330成了反指標XD
Cara avatar
By Cara
at 2021-02-24T04:15
崩崩
Belly avatar
By Belly
at 2021-02-24T17:55
不可能崩的,別傻了。想撿便宜是沒機會的
Blanche avatar
By Blanche
at 2021-02-28T08:42
越來越慘了
Olive avatar
By Olive
at 2021-03-02T18:56
趕快空~需要燃料
Kumar avatar
By Kumar
at 2021-03-05T00:12
現在都月減了,如果又少了華為那不是...
Annie avatar
By Annie
at 2021-03-08T04:41
我OK你先空
Una avatar
By Una
at 2021-03-08T16:35
業績太差了
William avatar
By William
at 2021-03-10T00:09
六月業績那麼好 七月月減還好吧
而且1059億 幹 根本超好
Adele avatar
By Adele
at 2021-03-14T16:53
明天文組趕快賤價人踩人把台積電賣一賣
省得麻煩
Caitlin avatar
By Caitlin
at 2021-03-14T18:43
垃圾股票,大家快逃
Kyle avatar
By Kyle
at 2021-03-18T00:53
拜託大家賣一賣 有人賣就有人接
Blanche avatar
By Blanche
at 2021-03-22T23:06
樓樓上,很氣憤阿....
Sarah avatar
By Sarah
at 2021-03-23T23:14
1059億這個數字,根本2019下半年就已經每個月都出現
了,那時候股價280~300左右,更何況公司都說了接下
來幾個月預估營收也都差不多1000出頭,成本跟費用又
上升,eps就只有4左右阿
Queena avatar
By Queena
at 2021-03-24T05:48
我覺得有道理跟空一支
Sarah avatar
By Sarah
at 2021-03-28T03:27
GG營收沒增加多少 股價倒是炒蠻高
Ethan avatar
By Ethan
at 2021-03-31T01:39
月減 明天準備進場
Eartha avatar
By Eartha
at 2021-04-03T14:59
對,每個半導體產業本益比都比台積高,現在台積股價
也是炒上去的?
Poppy avatar
By Poppy
at 2021-04-05T21:56
QQ
Poppy avatar
By Poppy
at 2021-04-06T08:16
代工龍頭拿了最低本益比,還不懂得作多,其也怪哉
Zora avatar
By Zora
at 2021-04-11T01:03
ptt法人推文討論就可以左右台股 領先全球
Isabella avatar
By Isabella
at 2021-04-12T17:21
快點下車啦 車上很擠
Olivia avatar
By Olivia
at 2021-04-16T16:02
1000億對比去年還是很有水準啊…
Oliver avatar
By Oliver
at 2021-04-18T02:09
今年一定倒
Mia avatar
By Mia
at 2021-04-18T04:31
快空到300 給上車,謝謝
Audriana avatar
By Audriana
at 2021-04-20T05:50
大家都看壞明天一定加碼
Kumar avatar
By Kumar
at 2021-04-23T23:01
當然是看月啊 科科
Xanthe avatar
By Xanthe
at 2021-04-27T12:56
2330是說Q3和Q2持平 Q4差不多
不是未來每個月都差不多
Jacob avatar
By Jacob
at 2021-04-28T20:04
快跌啊我要撿
Yedda avatar
By Yedda
at 2021-04-30T23:47
而且2330都幫你算好了
你拿公司數字算 又不相信公司給的預估
這不是很矛盾嗎 更何況也沒miss到哪去啊
Freda avatar
By Freda
at 2021-05-05T10:42
gg法說只說hpc跟五雞好而已 妓者文組還看不懂英文?
Andy avatar
By Andy
at 2021-05-09T15:17
Elvira avatar
By Elvira
at 2021-05-10T20:32
快跌拉 我散戶 想上車
Rachel avatar
By Rachel
at 2021-05-14T14:56
照噴
Olive avatar
By Olive
at 2021-05-14T23:42
崩崩崩
Eden avatar
By Eden
at 2021-05-18T23:19
產能滿載耶,怎麼可能減
Jake avatar
By Jake
at 2021-05-20T03:46
說產能滿載但是收入月減.......
Christine avatar
By Christine
at 2021-05-22T19:30
崩啊!我還要撿啊
Lydia avatar
By Lydia
at 2021-05-26T10:33
八月450啦
Caitlin avatar
By Caitlin
at 2021-05-27T16:05
丸子
Erin avatar
By Erin
at 2021-05-30T04:34
很多急單 怎麼還會月減...
Michael avatar
By Michael
at 2021-06-03T06:56
短期500,年底1000
Oscar avatar
By Oscar
at 2021-06-06T08:33
滿載就滿載阿幹 是飲料店馬上做馬上收錢逆
Mia avatar
By Mia
at 2021-06-11T06:29
跟去年比才對吧
Joseph avatar
By Joseph
at 2021-06-12T02:29
拜託跌到350
Gilbert avatar
By Gilbert
at 2021-06-12T19:58
快空
David avatar
By David
at 2021-06-17T19:15
想加碼了
Hardy avatar
By Hardy
at 2021-06-19T06:26
月減那麼多 是不是產能根本沒滿啊
Zenobia avatar
By Zenobia
at 2021-06-20T13:47
好啦 掛跌停加減收
Gilbert avatar
By Gilbert
at 2021-06-22T13:26
林北台積電沒在停損的,拉回就是買點
Hamiltion avatar
By Hamiltion
at 2021-06-27T03:09
這些日子台積只要ptt看壞, 隔天股價都很穩
Eartha avatar
By Eartha
at 2021-06-29T15:47
升值壓力也有影響
美元計價
Audriana avatar
By Audriana
at 2021-06-30T02:04
今年一定
Bennie avatar
By Bennie
at 2021-07-03T10:03
新聞都故意誤導
Linda avatar
By Linda
at 2021-07-03T12:16
怎麼會月減呢?
Hedda avatar
By Hedda
at 2021-07-05T00:21
月減 50收
Elma avatar
By Elma
at 2021-07-06T07:38
我看後,台積大概今年上五百了
Irma avatar
By Irma
at 2021-07-08T01:45
但ptt現在是看好欸

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