台積電利多不斷 鄉民神分析看好法說會 - 股票
By Mia
at 2021-01-13T18:46
at 2021-01-13T18:46
Table of Contents
1.原文連結:
https://tinyurl.com/y3866rf3
2.原文內容:
台積電近期利多不斷,股價頻創新高,PTT股板有鄉民擔憂明天法說會董事長劉德音向外
表達「市場臆測尚未證實」,害法說會變法會;不過有網友直接提出市值高、營收俏、接
單旺等3大理由率先喊高台積電,不少網友看完也認為台積電值得「歐印」、「一股一股
從外資手上買回來」。
網友「比古A十郎」指出,「GG(指台積電)在全球的名氣跟市值的比例,完全不會有擦
鞋童效應」,他表示,台積電中長線上消息怎樣都不重要,營收有拿出來,該漲就是會漲
,只是早漲晚漲而已。
他分析,台積電很簡單,只要記住三個數字,第1、手機晶片45b(編註,指450億美元),
「這塊GG吃得差不多惹,只剩Q康在三星那邊搖擺」、pc 35b(指350億美元)和server
25b(指250億美元),GG這兩塊大有可為,不管是跟蘇媽(編註:nVidia)還是跟牙膏(編
註:英特爾)吃快吃慢的問題而已。相較之下,生醫、航運、電動車都沒那麼好懂,「投
資台積電等待獲利,太無腦惹。」
對於網友分析,PTT鄉民也回應「睏霸數錢」、「歐印台G」、「大家衝進去把零股買爆R
」、「教主開釋啦!教主開釋啦!教主開釋啦!教主開釋啦!」,也有網友認為,台積電
訂單穩到不行,廠一直蓋一直蓋,「睏霸數錢不好嘛」。(財經中心/台北報導)
3.心得/評論:
※必需填寫滿20字
明天就要開獎惹
究竟是利多新聞反指標有力呢
還是教主開釋加持有力呢
讓我們看下去
--
https://i.imgur.com/SkNsi0Y.gif
https://i.imgur.com/xYq8Poc.gif
--
https://tinyurl.com/y3866rf3
2.原文內容:
台積電近期利多不斷,股價頻創新高,PTT股板有鄉民擔憂明天法說會董事長劉德音向外
表達「市場臆測尚未證實」,害法說會變法會;不過有網友直接提出市值高、營收俏、接
單旺等3大理由率先喊高台積電,不少網友看完也認為台積電值得「歐印」、「一股一股
從外資手上買回來」。
網友「比古A十郎」指出,「GG(指台積電)在全球的名氣跟市值的比例,完全不會有擦
鞋童效應」,他表示,台積電中長線上消息怎樣都不重要,營收有拿出來,該漲就是會漲
,只是早漲晚漲而已。
他分析,台積電很簡單,只要記住三個數字,第1、手機晶片45b(編註,指450億美元),
「這塊GG吃得差不多惹,只剩Q康在三星那邊搖擺」、pc 35b(指350億美元)和server
25b(指250億美元),GG這兩塊大有可為,不管是跟蘇媽(編註:nVidia)還是跟牙膏(編
註:英特爾)吃快吃慢的問題而已。相較之下,生醫、航運、電動車都沒那麼好懂,「投
資台積電等待獲利,太無腦惹。」
對於網友分析,PTT鄉民也回應「睏霸數錢」、「歐印台G」、「大家衝進去把零股買爆R
」、「教主開釋啦!教主開釋啦!教主開釋啦!教主開釋啦!」,也有網友認為,台積電
訂單穩到不行,廠一直蓋一直蓋,「睏霸數錢不好嘛」。(財經中心/台北報導)
3.心得/評論:
※必需填寫滿20字
明天就要開獎惹
究竟是利多新聞反指標有力呢
還是教主開釋加持有力呢
讓我們看下去
--
https://i.imgur.com/SkNsi0Y.gif
https://i.imgur.com/xYq8Poc.gif
--
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