台積電創542元新高還不夠 外資4理由上 - 股票
By Robert
at 2021-01-05T15:22
at 2021-01-05T15:22
Table of Contents
1.原文連結：
https://tw.appledaily.com/property/20210105/PLWN2KCP2RHEDP6DSCZZT5WRBM/
2.原文內容：
台積電創542元新高還不夠 外資4理由上調目標價至650元
趕在台積電（2330）下周法說前，亞系外資看好客製化晶片（ASIC）有望抵銷Apple
iPhone A14處理器下滑缺口，重申買進評等，並將台積電目標價，由原先的600元調高至
650元。
亞系外資表示，比特幣特客製化晶片將可填補iPhoneA14處理器下滑空缺、28奈米製程產
能利用率跳升至100%以上、5奈米製程良率進步、產品組合在產能吃緊環境中進一步優化
。
亞系外資看好台積電今年首季美元計價營收將優於預期，可望與2020年第四季持平，淡季
不淡，上半年的獲利率更會超越市場預期。
亞系外資推估，英特爾很快將宣布向台積電委外代工晶片生產，決定調高台積電目標價，
由原先的600元調高至650元，重申買進評等。（陳俐妏／台北報導）
3.心得/評論：
買到的真的都賺到了，看來今年大家可以荷包滿滿過農曆年了
--
https://tw.appledaily.com/property/20210105/PLWN2KCP2RHEDP6DSCZZT5WRBM/
2.原文內容：
台積電創542元新高還不夠 外資4理由上調目標價至650元
趕在台積電（2330）下周法說前，亞系外資看好客製化晶片（ASIC）有望抵銷Apple
iPhone A14處理器下滑缺口，重申買進評等，並將台積電目標價，由原先的600元調高至
650元。
亞系外資表示，比特幣特客製化晶片將可填補iPhoneA14處理器下滑空缺、28奈米製程產
能利用率跳升至100%以上、5奈米製程良率進步、產品組合在產能吃緊環境中進一步優化
。
亞系外資看好台積電今年首季美元計價營收將優於預期，可望與2020年第四季持平，淡季
不淡，上半年的獲利率更會超越市場預期。
亞系外資推估，英特爾很快將宣布向台積電委外代工晶片生產，決定調高台積電目標價，
由原先的600元調高至650元，重申買進評等。（陳俐妏／台北報導）
3.心得/評論：
買到的真的都賺到了，看來今年大家可以荷包滿滿過農曆年了
--
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