台積電法說前傳喜訊 4字頭目標價重現江湖 - 股票
By Yuri
at 2020-07-13T15:30
at 2020-07-13T15:30
Table of Contents
https://www.chinatimes.com/realtimenews/20200713002733-260410?chdtv
台積電法說前傳喜訊 4字頭目標價重現江湖
13:22 2020/07/13 工商 簡威瑟
https://images.chinatimes.com/newsphoto/2020-07-13/900/20200713002742.jpg
外資看台積目標價再現「4」字頭。(圖/路透)
高盛證券指出,台灣的晶圓代工廠受惠聯發科、超微(AMD)等客戶訂單配置提升,支撐
先進製程的產能利用率,台積電(2330)將繼續在5G升級循環中,占得優勢地位,除維持
台積電「優先買進清單(Conviction List)」地位,還把推測合理股價升上415元,外資
看台積果然再現「4」字頭。
從上游半導體族群庫存調整狀況來看,高盛證券坦言,似乎沒有當初擔憂那麼劇烈,針對
市場最憂心的華為海思禁令,假設狀況沒有進一步惡化,美國對華為禁令將在第四季開始
生效,且延續到2021年,不過,這對台積電2020、2021年營收影響各只有低個位數與中高
個位數百分比,在可控制範圍。
高盛認為,根據蘋果日前宣布將在Mac產品轉採自家ARM架構設計,將有利台積電先進製程
產能利用,不過,因為Mac產品比起iPhone數量無法比擬,因此短期不會對台積電營運有
太明顯影響。
(工商 )
心得/評論:
雖然台積電有技術領先優勢,不過如果要買台積電股票得注意股價有沒有被炒太高。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
台積電法說前傳喜訊 4字頭目標價重現江湖
13:22 2020/07/13 工商 簡威瑟
https://images.chinatimes.com/newsphoto/2020-07-13/900/20200713002742.jpg
外資看台積目標價再現「4」字頭。(圖/路透)
高盛證券指出,台灣的晶圓代工廠受惠聯發科、超微(AMD)等客戶訂單配置提升,支撐
先進製程的產能利用率,台積電(2330)將繼續在5G升級循環中,占得優勢地位,除維持
台積電「優先買進清單(Conviction List)」地位,還把推測合理股價升上415元,外資
看台積果然再現「4」字頭。
從上游半導體族群庫存調整狀況來看,高盛證券坦言,似乎沒有當初擔憂那麼劇烈,針對
市場最憂心的華為海思禁令,假設狀況沒有進一步惡化,美國對華為禁令將在第四季開始
生效,且延續到2021年,不過,這對台積電2020、2021年營收影響各只有低個位數與中高
個位數百分比,在可控制範圍。
高盛認為,根據蘋果日前宣布將在Mac產品轉採自家ARM架構設計,將有利台積電先進製程
產能利用,不過,因為Mac產品比起iPhone數量無法比擬,因此短期不會對台積電營運有
太明顯影響。
(工商 )
心得/評論:
雖然台積電有技術領先優勢,不過如果要買台積電股票得注意股價有沒有被炒太高。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
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