台積電填息完成 下一步瞄準過新高 - 股票
By Caroline
at 2020-10-12T11:52
at 2020-10-12T11:52
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://www.chinatimes.com/realtimenews/20201012002092-260410?chdtv
2.原文內容:
台積電填息完成 下一步瞄準過新高
台股權值王台積電(2330)花費15個交易日,終於在12日填息成功,
外資法人說,本次受到獲利了結賣壓、國際地緣政治關係、新冠肺炎疫情等因素影響,
台積電填息之路雖不如前幾次順遂,但放眼第四季營運動能形勢大好,
台積電填息後,可望瞄準股價突破466.5元新高。
摩根士丹利證券指出,台積電第三季營收表現超越財測,儘管墊高了基期,
然第四季在5G智慧機、「在家工作」帶動相關半導體需求挹注下,
推估以美元計價,台積電單季營收還會季增5~10%。
短期而言,因蘋果占台積電營收比重達二成,
將密切觀察蘋果新iPhone發表後的市場反應。
廣發證券指出,在5G智慧機、筆記型電腦的需求帶動下,
全球8吋廠的產能緊俏(主要是電源管理IC與大尺寸驅動IC),
預期供不應求的狀況至少須等到 2021年第二季才得以舒緩。
在較有利的議價環境下,研判台積電下半年將調漲部分產品售價5%,
並且於2021年上半年再調升5%。
而部分中芯國際客戶為確保產能無虞,或會考慮轉單給台積電,
中美間不確定性亦增添台積電的議價能力。
(工商 )
3.心得/評論:
※必需填寫滿20字
台GG一路漲奶是大勢所趨
現在就是給大家最後上車機會
過前高就一路不回頭了
加油吧 台GG
--
※過長無法點擊者必須縮網址
https://www.chinatimes.com/realtimenews/20201012002092-260410?chdtv
2.原文內容:
台積電填息完成 下一步瞄準過新高
台股權值王台積電(2330)花費15個交易日,終於在12日填息成功,
外資法人說,本次受到獲利了結賣壓、國際地緣政治關係、新冠肺炎疫情等因素影響,
台積電填息之路雖不如前幾次順遂,但放眼第四季營運動能形勢大好,
台積電填息後,可望瞄準股價突破466.5元新高。
摩根士丹利證券指出,台積電第三季營收表現超越財測,儘管墊高了基期,
然第四季在5G智慧機、「在家工作」帶動相關半導體需求挹注下,
推估以美元計價,台積電單季營收還會季增5~10%。
短期而言,因蘋果占台積電營收比重達二成,
將密切觀察蘋果新iPhone發表後的市場反應。
廣發證券指出,在5G智慧機、筆記型電腦的需求帶動下,
全球8吋廠的產能緊俏(主要是電源管理IC與大尺寸驅動IC),
預期供不應求的狀況至少須等到 2021年第二季才得以舒緩。
在較有利的議價環境下,研判台積電下半年將調漲部分產品售價5%,
並且於2021年上半年再調升5%。
而部分中芯國際客戶為確保產能無虞,或會考慮轉單給台積電,
中美間不確定性亦增添台積電的議價能力。
(工商 )
3.心得/評論:
※必需填寫滿20字
台GG一路漲奶是大勢所趨
現在就是給大家最後上車機會
過前高就一路不回頭了
加油吧 台GG
--
Tags:
股票
All Comments
By Quintina
at 2020-10-14T17:11
at 2020-10-14T17:11
By Michael
at 2020-10-18T03:16
at 2020-10-18T03:16
By Irma
at 2020-10-22T10:47
at 2020-10-22T10:47
By Ethan
at 2020-10-23T17:02
at 2020-10-23T17:02
By Jacob
at 2020-10-26T16:50
at 2020-10-26T16:50
By Annie
at 2020-10-30T13:16
at 2020-10-30T13:16
By Ina
at 2020-11-03T13:19
at 2020-11-03T13:19
By Regina
at 2020-11-04T14:43
at 2020-11-04T14:43
By Victoria
at 2020-11-08T04:40
at 2020-11-08T04:40
By Oscar
at 2020-11-11T15:29
at 2020-11-11T15:29
By Tracy
at 2020-11-13T00:02
at 2020-11-13T00:02
By Mason
at 2020-11-14T08:44
at 2020-11-14T08:44
By Elma
at 2020-11-16T19:55
at 2020-11-16T19:55
By Isabella
at 2020-11-21T06:52
at 2020-11-21T06:52
By Tristan Cohan
at 2020-11-25T08:34
at 2020-11-25T08:34
By Mary
at 2020-11-28T03:27
at 2020-11-28T03:27
By Damian
at 2020-11-28T15:00
at 2020-11-28T15:00
By Lydia
at 2020-11-29T22:20
at 2020-11-29T22:20
By David
at 2020-12-02T06:32
at 2020-12-02T06:32
By Jacky
at 2020-12-02T13:20
at 2020-12-02T13:20
By Oscar
at 2020-12-05T23:42
at 2020-12-05T23:42
By Adele
at 2020-12-07T23:02
at 2020-12-07T23:02
By Franklin
at 2020-12-08T15:47
at 2020-12-08T15:47
By Kristin
at 2020-12-10T05:37
at 2020-12-10T05:37
By Todd Johnson
at 2020-12-15T02:23
at 2020-12-15T02:23
By Joseph
at 2020-12-19T21:52
at 2020-12-19T21:52
By Todd Johnson
at 2020-12-21T06:04
at 2020-12-21T06:04
By Sarah
at 2020-12-26T02:23
at 2020-12-26T02:23
By Agnes
at 2020-12-30T21:56
at 2020-12-30T21:56
By Leila
at 2020-12-31T10:04
at 2020-12-31T10:04
By Heather
at 2020-12-31T18:30
at 2020-12-31T18:30
By Edwina
at 2021-01-01T14:06
at 2021-01-01T14:06
By Yedda
at 2021-01-02T22:30
at 2021-01-02T22:30
By Ingrid
at 2021-01-03T18:41
at 2021-01-03T18:41
By Hardy
at 2021-01-05T14:09
at 2021-01-05T14:09
By Cara
at 2021-01-09T05:43
at 2021-01-09T05:43
By Audriana
at 2021-01-13T10:21
at 2021-01-13T10:21
By Poppy
at 2021-01-14T07:52
at 2021-01-14T07:52
By Bethany
at 2021-01-14T19:30
at 2021-01-14T19:30
By Emily
at 2021-01-19T06:58
at 2021-01-19T06:58
By Elvira
at 2021-01-21T06:58
at 2021-01-21T06:58
By Connor
at 2021-01-23T13:59
at 2021-01-23T13:59
By Rachel
at 2021-01-25T00:56
at 2021-01-25T00:56
By Noah
at 2021-01-26T05:27
at 2021-01-26T05:27
By Regina
at 2021-01-26T19:45
at 2021-01-26T19:45
By Donna
at 2021-01-29T09:14
at 2021-01-29T09:14
By Emily
at 2021-02-03T07:11
at 2021-02-03T07:11
By Donna
at 2021-02-08T02:00
at 2021-02-08T02:00
By Edward Lewis
at 2021-02-08T22:35
at 2021-02-08T22:35
By Ursula
at 2021-02-09T17:56
at 2021-02-09T17:56
By Rebecca
at 2021-02-11T10:36
at 2021-02-11T10:36
By Valerie
at 2021-02-13T22:13
at 2021-02-13T22:13
By Tracy
at 2021-02-14T08:52
at 2021-02-14T08:52
By Leila
at 2021-02-15T03:35
at 2021-02-15T03:35
By Yedda
at 2021-02-18T10:55
at 2021-02-18T10:55
By Suhail Hany
at 2021-02-18T12:27
at 2021-02-18T12:27
By Connor
at 2021-02-18T21:51
at 2021-02-18T21:51
By Frederica
at 2021-02-19T17:57
at 2021-02-19T17:57
By Steve
at 2021-02-22T22:15
at 2021-02-22T22:15
By Thomas
at 2021-02-26T06:18
at 2021-02-26T06:18
By Suhail Hany
at 2021-02-27T18:31
at 2021-02-27T18:31
By Sierra Rose
at 2021-03-01T03:16
at 2021-03-01T03:16
By Lily
at 2021-03-04T02:22
at 2021-03-04T02:22
By Caroline
at 2021-03-08T20:43
at 2021-03-08T20:43
By Belly
at 2021-03-11T22:47
at 2021-03-11T22:47
By Ursula
at 2021-03-14T17:39
at 2021-03-14T17:39
By Xanthe
at 2021-03-17T14:10
at 2021-03-17T14:10
By Delia
at 2021-03-21T18:08
at 2021-03-21T18:08
By Ula
at 2021-03-23T06:31
at 2021-03-23T06:31
By Ina
at 2021-03-27T03:49
at 2021-03-27T03:49
By Olive
at 2021-03-28T14:55
at 2021-03-28T14:55
By Elvira
at 2021-03-30T06:30
at 2021-03-30T06:30
By Belly
at 2021-04-02T02:58
at 2021-04-02T02:58
By Necoo
at 2021-04-03T15:58
at 2021-04-03T15:58
By Necoo
at 2021-04-07T12:35
at 2021-04-07T12:35
By Annie
at 2021-04-12T09:59
at 2021-04-12T09:59
By Oscar
at 2021-04-14T17:38
at 2021-04-14T17:38
By David
at 2021-04-15T09:05
at 2021-04-15T09:05
By Heather
at 2021-04-17T14:05
at 2021-04-17T14:05
By Cara
at 2021-04-22T08:43
at 2021-04-22T08:43
By Freda
at 2021-04-23T18:43
at 2021-04-23T18:43
By Anthony
at 2021-04-24T14:32
at 2021-04-24T14:32
By Mia
at 2021-04-27T17:09
at 2021-04-27T17:09
By Brianna
at 2021-04-28T14:33
at 2021-04-28T14:33
By Heather
at 2021-05-02T14:02
at 2021-05-02T14:02
By Lydia
at 2021-05-04T09:25
at 2021-05-04T09:25
By Gilbert
at 2021-05-08T15:03
at 2021-05-08T15:03
By Zanna
at 2021-05-10T12:40
at 2021-05-10T12:40
By Belly
at 2021-05-12T23:39
at 2021-05-12T23:39
By Adele
at 2021-05-17T23:09
at 2021-05-17T23:09
By Ethan
at 2021-05-20T07:11
at 2021-05-20T07:11
By Lucy
at 2021-05-25T00:14
at 2021-05-25T00:14
By Necoo
at 2021-05-25T12:50
at 2021-05-25T12:50
By Dorothy
at 2021-05-30T06:29
at 2021-05-30T06:29
By Elizabeth
at 2021-05-31T07:34
at 2021-05-31T07:34
By Rosalind
at 2021-06-03T19:20
at 2021-06-03T19:20
By Ursula
at 2021-06-07T00:28
at 2021-06-07T00:28
By Mason
at 2021-06-11T08:47
at 2021-06-11T08:47
By Doris
at 2021-06-15T05:59
at 2021-06-15T05:59
By Agnes
at 2021-06-15T19:52
at 2021-06-15T19:52
By Hedda
at 2021-06-17T06:57
at 2021-06-17T06:57
By Connor
at 2021-06-17T17:04
at 2021-06-17T17:04
By Selena
at 2021-06-18T17:54
at 2021-06-18T17:54
By Hedy
at 2021-06-23T05:23
at 2021-06-23T05:23
By Michael
at 2021-06-27T13:28
at 2021-06-27T13:28
By Donna
at 2021-06-28T06:05
at 2021-06-28T06:05
By Olivia
at 2021-06-29T15:03
at 2021-06-29T15:03
By John
at 2021-07-04T14:16
at 2021-07-04T14:16
By Ingrid
at 2021-07-05T12:55
at 2021-07-05T12:55
By Michael
at 2021-07-08T03:04
at 2021-07-08T03:04
By Selena
at 2021-07-11T23:52
at 2021-07-11T23:52
By Agnes
at 2021-07-13T06:10
at 2021-07-13T06:10
By Liam
at 2021-07-16T16:52
at 2021-07-16T16:52
By Kumar
at 2021-07-19T01:54
at 2021-07-19T01:54
By John
at 2021-07-23T07:19
at 2021-07-23T07:19
By Mia
at 2021-07-27T17:42
at 2021-07-27T17:42
By Belly
at 2021-07-27T21:34
at 2021-07-27T21:34
By Olga
at 2021-07-30T23:05
at 2021-07-30T23:05
By Emma
at 2021-08-01T09:15
at 2021-08-01T09:15
By Dinah
at 2021-08-04T20:02
at 2021-08-04T20:02
By Hardy
at 2021-08-05T22:16
at 2021-08-05T22:16
By Gary
at 2021-08-07T06:45
at 2021-08-07T06:45
Related Posts
By Wallis
at 2020-10-12T10:12
at 2020-10-12T10:12
廣寰科3287
By David
at 2020-10-12T10:03
at 2020-10-12T10:03
配息後左手換右手的問題
By Elizabeth
at 2020-10-12T09:32
at 2020-10-12T09:32
大立光Q3不如預期 Q4也不妙
By Sierra Rose
at 2020-10-12T09:31
at 2020-10-12T09:31
爸爸2000萬買原油正2!女大生崩潰
By Suhail Hany
at 2020-10-12T09:23
at 2020-10-12T09:23