台積電新天價 外資喊「千」是長線 - 股票
By Isla
at 2021-01-18T22:42
at 2021-01-18T22:42
Table of Contents
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份。
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分 ----------------
1.原文連結:
※過長無法點擊者必須縮網址
https://www.chinatimes.com/realtimenews/20210118005205-260410
2.原文內容:
外資圈在台積電法說後目標價調整暫告段落,研究機構ALETHEIA超狂、給出1,000元長線目標價,超越七家看台積電「800元俱樂部」內外資,不僅象徵台積電龐大威力引動外資更積極調整,更進一步激化市場對千金股想像。
法人機構一片驚嘆,ALETHEIA後發先至,竟給出破天荒的1,000元長線股價預期(未來24個月),美國存託憑證(ADR)目標價同步升至200美元,超越華興資本、里昂、匯豐、凱基投顧、高盛、等七家研究機構給予台積電800元以上推測合理股價。
ALETHEIA資本是一第三方獨立研究機構,由前瑞信亞太區唯一市場負責人Ali Naqvi擔任執行長,並延攬多位外資圈頗負盛名分析師,對台股研究鎖定科技產業,且以敢給出高遠目標價著稱,先前便曾喊出聯發科1,000元、台達電400元,驚豔四座。
ALETHEIA指出,台積電先進製程優勢太強,未來幾年將一口氣開箱英特爾委外代工、ARM架構CPU、5G與車用商機,更關鍵的是,台積電未來幾年衝高的資本資出不僅反映出新應用蓬勃發展,更顯現出先進製程極度缺乏的一面,研判台積電揮舞「掌握科技革新」、「能供應大量先進製程產能」雙劍,將令其他對手望塵莫及。
ALETHEIA預測,台積電至少未來三年資本支出都會介於270~300億美元間,此水準的資本支出成新常態,同時,2020~2023年將是台積電史上產能擴張最速時期。
由於台積電大舉擴張資本支出,ALETHEIA估計,未來幾年資本支出占年度營收比重將達40%以上,與2011~2013年期間類似,包括台南Fab-18與美國亞歷桑納廠房在內,合計5與3奈米製程產能將從每月7萬片,數倍增至2023年底的每月28萬片。
台積電2020年依靠超微(AMD)CPU、Nvidia的GPU與雲端服務供應商(CSP)自製處理器,來自高效能運算(HPC)營收大增38%,凌駕其他事業。展望後市,ALETHEIA認為,通訊(5G智慧機與基礎建設)、HPC(英特爾委外代工、ARM架構CPU、自駕車等),將成台積電未來五年成長引擎。
3.心得/評論:
※必需填寫滿20字
我怎感覺可能一下就到了
說不定不只一千
一千二
會到一千五
本益比拉六十左右
明天把黃金賣了 加碼進去
--
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份。
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分 ----------------
1.原文連結:
※過長無法點擊者必須縮網址
https://www.chinatimes.com/realtimenews/20210118005205-260410
2.原文內容:
外資圈在台積電法說後目標價調整暫告段落,研究機構ALETHEIA超狂、給出1,000元長線目標價,超越七家看台積電「800元俱樂部」內外資,不僅象徵台積電龐大威力引動外資更積極調整,更進一步激化市場對千金股想像。
法人機構一片驚嘆,ALETHEIA後發先至,竟給出破天荒的1,000元長線股價預期(未來24個月),美國存託憑證(ADR)目標價同步升至200美元,超越華興資本、里昂、匯豐、凱基投顧、高盛、等七家研究機構給予台積電800元以上推測合理股價。
ALETHEIA資本是一第三方獨立研究機構,由前瑞信亞太區唯一市場負責人Ali Naqvi擔任執行長,並延攬多位外資圈頗負盛名分析師,對台股研究鎖定科技產業,且以敢給出高遠目標價著稱,先前便曾喊出聯發科1,000元、台達電400元,驚豔四座。
ALETHEIA指出,台積電先進製程優勢太強,未來幾年將一口氣開箱英特爾委外代工、ARM架構CPU、5G與車用商機,更關鍵的是,台積電未來幾年衝高的資本資出不僅反映出新應用蓬勃發展,更顯現出先進製程極度缺乏的一面,研判台積電揮舞「掌握科技革新」、「能供應大量先進製程產能」雙劍,將令其他對手望塵莫及。
ALETHEIA預測,台積電至少未來三年資本支出都會介於270~300億美元間,此水準的資本支出成新常態,同時,2020~2023年將是台積電史上產能擴張最速時期。
由於台積電大舉擴張資本支出,ALETHEIA估計,未來幾年資本支出占年度營收比重將達40%以上,與2011~2013年期間類似,包括台南Fab-18與美國亞歷桑納廠房在內,合計5與3奈米製程產能將從每月7萬片,數倍增至2023年底的每月28萬片。
台積電2020年依靠超微(AMD)CPU、Nvidia的GPU與雲端服務供應商(CSP)自製處理器,來自高效能運算(HPC)營收大增38%,凌駕其他事業。展望後市,ALETHEIA認為,通訊(5G智慧機與基礎建設)、HPC(英特爾委外代工、ARM架構CPU、自駕車等),將成台積電未來五年成長引擎。
3.心得/評論:
※必需填寫滿20字
我怎感覺可能一下就到了
說不定不只一千
一千二
會到一千五
本益比拉六十左右
明天把黃金賣了 加碼進去
--
Tags:
股票
All Comments
By Agatha
at 2021-01-20T07:28
at 2021-01-20T07:28
By Hamiltion
at 2021-01-22T17:03
at 2021-01-22T17:03
By Emma
at 2021-01-23T00:01
at 2021-01-23T00:01
By Daph Bay
at 2021-01-27T16:15
at 2021-01-27T16:15
By Kumar
at 2021-01-29T18:29
at 2021-01-29T18:29
By Edward Lewis
at 2021-02-03T04:29
at 2021-02-03T04:29
By Daph Bay
at 2021-02-05T07:51
at 2021-02-05T07:51
By Zanna
at 2021-02-07T18:47
at 2021-02-07T18:47
By Zanna
at 2021-02-12T18:26
at 2021-02-12T18:26
By Edith
at 2021-02-16T02:03
at 2021-02-16T02:03
By Michael
at 2021-02-19T01:58
at 2021-02-19T01:58
By George
at 2021-02-20T03:44
at 2021-02-20T03:44
By Emma
at 2021-02-21T19:56
at 2021-02-21T19:56
By Yuri
at 2021-02-26T08:05
at 2021-02-26T08:05
By Tom
at 2021-03-01T03:29
at 2021-03-01T03:29
By David
at 2021-03-04T12:34
at 2021-03-04T12:34
By Odelette
at 2021-03-05T18:00
at 2021-03-05T18:00
By Ida
at 2021-03-07T18:17
at 2021-03-07T18:17
By Ursula
at 2021-03-09T16:28
at 2021-03-09T16:28
By Noah
at 2021-03-13T00:37
at 2021-03-13T00:37
By Odelette
at 2021-03-14T06:44
at 2021-03-14T06:44
By Erin
at 2021-03-17T00:42
at 2021-03-17T00:42
By Rosalind
at 2021-03-17T19:45
at 2021-03-17T19:45
By Poppy
at 2021-03-22T05:40
at 2021-03-22T05:40
By Emma
at 2021-03-24T00:00
at 2021-03-24T00:00
By Iris
at 2021-03-27T23:14
at 2021-03-27T23:14
By Olivia
at 2021-03-31T12:09
at 2021-03-31T12:09
By Madame
at 2021-04-04T19:35
at 2021-04-04T19:35
By Ophelia
at 2021-04-06T10:47
at 2021-04-06T10:47
By Queena
at 2021-04-08T22:42
at 2021-04-08T22:42
By Zora
at 2021-04-12T00:12
at 2021-04-12T00:12
By Olga
at 2021-04-12T06:22
at 2021-04-12T06:22
By Yedda
at 2021-04-17T03:37
at 2021-04-17T03:37
By Eden
at 2021-04-17T23:00
at 2021-04-17T23:00
By Emily
at 2021-04-22T05:16
at 2021-04-22T05:16
By Selena
at 2021-04-24T21:19
at 2021-04-24T21:19
By Harry
at 2021-04-29T18:15
at 2021-04-29T18:15
By Odelette
at 2021-05-03T12:57
at 2021-05-03T12:57
By John
at 2021-05-06T01:07
at 2021-05-06T01:07
By Frederic
at 2021-05-10T16:01
at 2021-05-10T16:01
By Oliver
at 2021-05-14T06:51
at 2021-05-14T06:51
By Caitlin
at 2021-05-14T20:29
at 2021-05-14T20:29
By Frederica
at 2021-05-15T23:09
at 2021-05-15T23:09
By Audriana
at 2021-05-16T23:25
at 2021-05-16T23:25
By Charlie
at 2021-05-18T12:09
at 2021-05-18T12:09
By Elma
at 2021-05-20T18:32
at 2021-05-20T18:32
By Andrew
at 2021-05-24T09:08
at 2021-05-24T09:08
By Rae
at 2021-05-25T20:32
at 2021-05-25T20:32
By Yedda
at 2021-05-26T20:27
at 2021-05-26T20:27
By Blanche
at 2021-05-31T11:13
at 2021-05-31T11:13
By David
at 2021-06-03T20:53
at 2021-06-03T20:53
By Suhail Hany
at 2021-06-04T05:04
at 2021-06-04T05:04
By Franklin
at 2021-06-05T08:04
at 2021-06-05T08:04
By Tracy
at 2021-06-09T11:06
at 2021-06-09T11:06
By Xanthe
at 2021-06-11T13:06
at 2021-06-11T13:06
By Victoria
at 2021-06-14T07:31
at 2021-06-14T07:31
By Kelly
at 2021-06-16T15:04
at 2021-06-16T15:04
By Ivy
at 2021-06-17T00:17
at 2021-06-17T00:17
By Enid
at 2021-06-20T16:25
at 2021-06-20T16:25
By Linda
at 2021-06-22T07:02
at 2021-06-22T07:02
By Victoria
at 2021-06-25T04:30
at 2021-06-25T04:30
By Regina
at 2021-06-28T17:25
at 2021-06-28T17:25
By Ophelia
at 2021-07-01T08:43
at 2021-07-01T08:43
By Rachel
at 2021-07-01T16:42
at 2021-07-01T16:42
By Mary
at 2021-07-02T11:20
at 2021-07-02T11:20
By Ula
at 2021-07-05T07:03
at 2021-07-05T07:03
By William
at 2021-07-08T21:42
at 2021-07-08T21:42
By Elvira
at 2021-07-10T19:55
at 2021-07-10T19:55
By Zanna
at 2021-07-12T17:19
at 2021-07-12T17:19
By Isla
at 2021-07-14T18:16
at 2021-07-14T18:16
By Elvira
at 2021-07-15T18:54
at 2021-07-15T18:54
By Cara
at 2021-07-16T08:51
at 2021-07-16T08:51
By Adele
at 2021-07-20T20:07
at 2021-07-20T20:07
By Heather
at 2021-07-22T09:35
at 2021-07-22T09:35
By Michael
at 2021-07-24T09:07
at 2021-07-24T09:07
By Ula
at 2021-07-26T05:07
at 2021-07-26T05:07
By Enid
at 2021-07-28T08:53
at 2021-07-28T08:53
By Joseph
at 2021-08-01T16:09
at 2021-08-01T16:09
By Connor
at 2021-08-05T05:55
at 2021-08-05T05:55
By Dorothy
at 2021-08-06T03:49
at 2021-08-06T03:49
By Belly
at 2021-08-09T21:58
at 2021-08-09T21:58
By Belly
at 2021-08-14T09:30
at 2021-08-14T09:30
By Iris
at 2021-08-17T02:33
at 2021-08-17T02:33
By Andrew
at 2021-08-17T23:15
at 2021-08-17T23:15
By Ophelia
at 2021-08-22T08:00
at 2021-08-22T08:00
By Caroline
at 2021-08-23T17:54
at 2021-08-23T17:54
By Jake
at 2021-08-28T14:05
at 2021-08-28T14:05
By Kyle
at 2021-08-31T02:19
at 2021-08-31T02:19
By Jacob
at 2021-09-01T22:07
at 2021-09-01T22:07
By William
at 2021-09-02T03:00
at 2021-09-02T03:00
By Liam
at 2021-09-05T11:40
at 2021-09-05T11:40
By Isabella
at 2021-09-08T09:08
at 2021-09-08T09:08
By Olivia
at 2021-09-09T01:27
at 2021-09-09T01:27
By Regina
at 2021-09-13T07:36
at 2021-09-13T07:36
By Rosalind
at 2021-09-16T06:28
at 2021-09-16T06:28
By Edward Lewis
at 2021-09-20T12:47
at 2021-09-20T12:47
By Lydia
at 2021-09-21T23:54
at 2021-09-21T23:54
By Sandy
at 2021-09-24T17:43
at 2021-09-24T17:43
By Ursula
at 2021-09-28T05:58
at 2021-09-28T05:58
By Edwina
at 2021-09-29T20:44
at 2021-09-29T20:44
By Harry
at 2021-10-03T21:03
at 2021-10-03T21:03
By Mason
at 2021-10-08T17:09
at 2021-10-08T17:09
By Isabella
at 2021-10-12T21:25
at 2021-10-12T21:25
By Robert
at 2021-10-14T13:45
at 2021-10-14T13:45
By Ursula
at 2021-10-17T20:12
at 2021-10-17T20:12
By Damian
at 2021-10-21T14:22
at 2021-10-21T14:22
By James
at 2021-10-22T09:09
at 2021-10-22T09:09
Related Posts
北京科興:疫苗間隔3週施打第二劑 效力
By Mason
at 2021-01-18T22:39
at 2021-01-18T22:39
買台積電還是台積電的概念股比較好?
By Irma
at 2021-01-18T22:36
at 2021-01-18T22:36
瑞典法院駁回華為針對5G網絡禁令的上訴
By Hedy
at 2021-01-18T22:18
at 2021-01-18T22:18
聯發科躋身去年全球半導體第八強 排名躍
By James
at 2021-01-18T21:38
at 2021-01-18T21:38
110年01月18日信用交易統計
By Jake
at 2021-01-18T21:17
at 2021-01-18T21:17