台積電法說會2019第二季直播 - 股票

Carolina Franco avatar
By Carolina Franco
at 2019-07-18T14:03

Table of Contents

直播連結：
https://youtu.be/aj7iBiWrpnc

台積電法說=>台股風向球=>台灣景氣風向球

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如果還有來世，我想當一個獸人

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Tags: 股票

All Comments

Elizabeth avatar
By Elizabeth
at 2019-07-23T12:17
來人翻譯翻譯
Ida avatar
By Ida
at 2019-07-28T01:07
沒時間看 跪求翻譯官
Sarah avatar
By Sarah
at 2019-07-28T23:33
結論: Strong buy
Jacob avatar
By Jacob
at 2019-07-29T14:23
跪求幫忙翻譯
Victoria avatar
By Victoria
at 2019-07-30T19:53
tsmc 毛利43%淨利率31.7%
tsmc q2 eps2.57
Andy avatar
By Andy
at 2019-08-02T10:55
比去年同期差一點 比上季好
Zenobia avatar
By Zenobia
at 2019-08-03T04:00
能夠比上季差的也沒幾間吧..
Sierra Rose avatar
By Sierra Rose
at 2019-08-05T03:43
結論 普渡
Ingrid avatar
By Ingrid
at 2019-08-05T07:28
我是失望的，只達預期下限，但還是看未來展望的說法
Ingrid avatar
By Ingrid
at 2019-08-07T16:10
噴發
Hedwig avatar
By Hedwig
at 2019-08-12T03:19
控盤工具看外資
Emily avatar
By Emily
at 2019-08-16T03:17
真嚴格 這種成績 GG高層還認為很差
Vanessa avatar
By Vanessa
at 2019-08-19T17:30
沒喔，這季有華為減單大利空，已經不錯了吧
Joseph avatar
By Joseph
at 2019-08-20T07:05
感覺比預期好了 讚讚 台灣之光小小台積一起加油
Quintina avatar
By Quintina
at 2019-08-22T03:24
台積這幾個月不就是在跌這個？
Caroline avatar
By Caroline
at 2019-08-25T14:17
q2是華為拉貨吧..
Thomas avatar
By Thomas
at 2019-08-30T00:12
掉華為單第二季才年減這樣很屌了吧，神公司
Rae avatar
By Rae
at 2019-09-01T23:28
看第三第四季吧
Jessica avatar
By Jessica
at 2019-09-05T15:50
Q3 大概就AMD的局 Q4蘋果
Sierra Rose avatar
By Sierra Rose
at 2019-09-08T04:12
真的很差嗎？這季剛開始生產新產品 毛利率低一點應
該正常吧？
Caroline avatar
By Caroline
at 2019-09-10T15:32
https://imgur.com/jfWHY7w
Agatha avatar
By Agatha
at 2019-09-11T15:56
匯率賺了一點 扣掉匯率的話 有可能低於預期？
Caitlin avatar
By Caitlin
at 2019-09-12T19:18
華為的單gg不是說q2照出，那有影響q2?
Megan avatar
By Megan
at 2019-09-16T09:29
真是狂
賺翻
Brianna avatar
By Brianna
at 2019-09-20T12:11
講的超正面 噴噴
Queena avatar
By Queena
at 2019-09-20T19:05
超強 AMD真香
Megan avatar
By Megan
at 2019-09-20T21:57
結論就是 史衝拜！
Sarah avatar
By Sarah
at 2019-09-25T13:46
AMD
Agatha avatar
By Agatha
at 2019-09-28T10:33
Q2早反映了 看Q3
Charlie avatar
By Charlie
at 2019-10-03T01:29
魔台噴出
Charlie avatar
By Charlie
at 2019-10-03T08:32
至少q4比q3好，明天還可期待
Madame avatar
By Madame
at 2019-10-07T21:30
AMD 晚上
Agatha avatar
By Agatha
at 2019-10-12T18:36
快跌 我要買
Delia avatar
By Delia
at 2019-10-15T13:03
SB
Rebecca avatar
By Rebecca
at 2019-10-17T14:36
明天電梯向_？
Isla avatar
By Isla
at 2019-10-19T07:23
日本幫忙很多
Zanna avatar
By Zanna
at 2019-10-20T02:18
台積電真的要創新高了 狂
Wallis avatar
By Wallis
at 2019-10-22T17:05
Q3靠真香的AMD了
Isla avatar
By Isla
at 2019-10-23T06:37
摩台又下來了，看來不夠激勵人心
Dinah avatar
By Dinah
at 2019-10-25T00:39
台積那些肝 還不夠努力
Valerie avatar
By Valerie
at 2019-10-30T00:25
明天小漲五毛
Steve avatar
By Steve
at 2019-10-30T13:58
有翻譯嗎QQ
Thomas avatar
By Thomas
at 2019-10-30T22:39
聽不懂沒關係 法說會後 自然會有新聞台幫你英翻中
Belly avatar
By Belly
at 2019-11-01T14:03
明天埋 來得及咪？
Thomas avatar
By Thomas
at 2019-11-05T00:04
真香
Quintina avatar
By Quintina
at 2019-11-06T05:49
財測低標
Andy avatar
By Andy
at 2019-11-07T13:06
法會確定
John avatar
By John
at 2019-11-08T04:14
250-270震盪
Edward Lewis avatar
By Edward Lewis
at 2019-11-09T08:39
笑屎 控盤公司還在嘴業績?明天漲停鎖屎
Cara avatar
By Cara
at 2019-11-12T03:01
哇靠正面到爆 明年要估到16快去了！？
Franklin avatar
By Franklin
at 2019-11-16T11:22
明天噴到叫媽媽啦
Andrew avatar
By Andrew
at 2019-11-18T03:53
連資本支出都要上修了
Eartha avatar
By Eartha
at 2019-11-19T04:43
咕到16塊 真的還假的
剛才去洗碗 沒有注意聽
叔叔的2500萬
Elma avatar
By Elma
at 2019-11-20T05:51
3 0 0 我 看 是 隱 了
Mary avatar
By Mary
at 2019-11-23T10:13
叔叔要不要
出來發表 感想
Tristan Cohan avatar
By Tristan Cohan
at 2019-11-25T23:51
GG ininder
William avatar
By William
at 2019-11-27T23:36
還沒估 不知道。但感覺明年全部東西都要上修了
Agnes avatar
By Agnes
at 2019-12-02T00:17
資本支出上修還發那麼多股利？
Hamiltion avatar
By Hamiltion
at 2019-12-05T14:44
資本支出上修代表市場有需求阿 還頗熱
Suhail Hany avatar
By Suhail Hany
at 2019-12-10T08:15
已埋 https://i.imgur.com/34GpA9j.jpg
Oscar avatar
By Oscar
at 2019-12-15T02:33
16塊-.-是在嗆聲明年股價1.6倍？
Kumar avatar
By Kumar
at 2019-12-18T18:01
現金超多，還有現金流入，不用幫他擔心錢不夠阿..
Faithe avatar
By Faithe
at 2019-12-20T11:43
看明年的話 PS5跟newXBOX發表 AMD全吃了
Elma avatar
By Elma
at 2019-12-23T23:25
猛 除了叔叔又一個大戶
Daph Bay avatar
By Daph Bay
at 2019-12-25T01:11
16快是亂抓的，但應該會有很多估超過這數字..
Anthony avatar
By Anthony
at 2019-12-27T13:30
靠gg惹 明年上看16666
Christine avatar
By Christine
at 2019-12-29T23:36
AMD之前不香的單量都可以餵飽整間GF
Freda avatar
By Freda
at 2020-01-01T05:46
現在香到靠北 GG絕對吃到撐爆 華什麼為的能比??
Noah avatar
By Noah
at 2020-01-05T17:11
明年PS5應該是穩惹
Caitlin avatar
By Caitlin
at 2020-01-06T21:52
台股真的要創歷史新高了，0050破百元
Emma avatar
By Emma
at 2020-01-10T17:37
明天all in
Aaliyah avatar
By Aaliyah
at 2020-01-12T04:39
16是有可能的阿 之前就說了 明年DDR5 是關鍵
Yuri avatar
By Yuri
at 2020-01-12T15:11
DDR5 = 新的架構 = 換機潮
Rebecca avatar
By Rebecca
at 2020-01-16T04:18
還好今天有撐住沒賣
Anonymous avatar
By Anonymous
at 2020-01-19T22:26
明天會漲半根嗎
Ida avatar
By Ida
at 2020-01-22T12:51
未看先猜 明天外資喊320+
Yuri avatar
By Yuri
at 2020-01-25T21:33
GG乾脆當金融股好了都不賣
Hardy avatar
By Hardy
at 2020-01-29T02:35
叔叔做夢都會笑惹？
Hedy avatar
By Hedy
at 2020-01-31T10:28
哪個菜逼八問這什麼奇怪問題
Erin avatar
By Erin
at 2020-02-03T23:13
300不是夢
Aaliyah avatar
By Aaliyah
at 2020-02-07T14:42
浪費大家時間
Kyle avatar
By Kyle
at 2020-02-12T10:26
Intel被甩的越來越遠了
Catherine avatar
By Catherine
at 2020-02-14T08:39
突然出現中國口音= =
Hardy avatar
By Hardy
at 2020-02-18T20:29
靠北還有不會講英文的 騰訊證券？ 干來亂的嗎
Xanthe avatar
By Xanthe
at 2020-02-19T15:34
又一個菜比吧。我來問都比較好
Rosalind avatar
By Rosalind
at 2020-02-22T16:35
250以下壓身家
Dorothy avatar
By Dorothy
at 2020-02-23T00:52
下半年展望算是相當不錯了
Wallis avatar
By Wallis
at 2020-02-27T08:30
很多台廠IC Design House下給GF
George avatar
By George
at 2020-02-28T12:15
DDR5還很早 DDR3->DDR4會拉很長一段時間
Carol avatar
By Carol
at 2020-03-01T05:05
歐印兩張了
Barb Cronin avatar
By Barb Cronin
at 2020-03-05T00:36
要先跑了，byebye
Adele avatar
By Adele
at 2020-03-08T09:23
明天上車來的及嗎？
Aaliyah avatar
By Aaliyah
at 2020-03-09T12:58
今年都比去年差了，還看16？
Valerie avatar
By Valerie
at 2020-03-09T23:00
你也要看去年第一季是什麼在支撐吧 那時候挖礦正夯
Dinah avatar
By Dinah
at 2020-03-11T02:10
要崩了嗎
Carol avatar
By Carol
at 2020-03-13T06:43
明年狂賺也是後年才發吧，明年發16元代表今年EPS超
過16欸，記得去年才13多？
Lily avatar
By Lily
at 2020-03-17T14:01
台積電前2次法說後，都是反向走喔！
Olive avatar
By Olive
at 2020-03-19T07:12
明天是關鍵 便當有沒有雞腿就看GG了
Iris avatar
By Iris
at 2020-03-20T15:50
1月底，台積電法說保守，外資調降目標價到200，後
來漲到270
Christine avatar
By Christine
at 2020-03-23T01:40
4月中，台積電谷底已過，外資調升目標價到310，後
來伴隨貿易戰跌到227
這次會怎麼演下去呢？
Elvira avatar
By Elvira
at 2020-03-24T04:53
毛利怎麼這麼低......
Elvira avatar
By Elvira
at 2020-03-24T09:47
外資有本事就大賣，一堆人等著接啊
Mary avatar
By Mary
at 2020-03-27T17:27
QoQ. 17.1~18.3% WTF?太猛
Damian avatar
By Damian
at 2020-03-30T21:55
毛利快不行了
Ula avatar
By Ula
at 2020-04-04T04:03
看之後外資目標價，看好的話就很抖
Edward Lewis avatar
By Edward Lewis
at 2020-04-07T19:41
空空發抖
William avatar
By William
at 2020-04-12T03:22
gp% proj@46~48% 也還不錯
Blanche avatar
By Blanche
at 2020-04-16T14:47
發哥也是調升結果這幾天...
Kelly avatar
By Kelly
at 2020-04-18T19:02
3q18 gp% around 47.3% therefore not to bad.
Faithe avatar
By Faithe
at 2020-04-19T13:23
毛利好高 護國神G
Skylar Davis avatar
By Skylar Davis
at 2020-04-20T22:28
https://i.imgur.com/mdQTgRk.jpg
Ivy avatar
By Ivy
at 2020-04-21T10:39
一堆已買GG的在帶風向,笑惹
Necoo avatar
By Necoo
at 2020-04-23T01:22
ADR 盤前 +1.27%
Oscar avatar
By Oscar
at 2020-04-23T19:22
上半年純益1281億，年減20.9%？
Isabella avatar
By Isabella
at 2020-04-27T17:10
上半年eps慘輸去年
Hedwig avatar
By Hedwig
at 2020-05-01T02:54
一堆空手跟放空在擔心，笑惹
Faithe avatar
By Faithe
at 2020-05-01T16:18
就看下半能追多少回來了
Odelette avatar
By Odelette
at 2020-05-03T21:58
上半年數字3個月前gg給財測就差不多知道了 現在還在
看？
Tracy avatar
By Tracy
at 2020-05-06T15:47
其實上半年怎麼可能沒那重要了。
Lauren avatar
By Lauren
at 2020-05-11T12:15
去年第三季有業外收益的樣子
今年Q3EPS對去年Q3說不定也只是持平而以
Blanche avatar
By Blanche
at 2020-05-14T02:58
這種股票帶風向 也抬不動吧
Emma avatar
By Emma
at 2020-05-17T18:20
結論？
Ursula avatar
By Ursula
at 2020-05-18T07:10
護國gg 上看6000
Ethan avatar
By Ethan
at 2020-05-21T20:20
結論就是外資又輸了 幫QQ
Todd Johnson avatar
By Todd Johnson
at 2020-05-25T20:10
結論就是 現在不趕保證今年營收可以低位數成長
Necoo avatar
By Necoo
at 2020-05-28T19:12
空空悲憤 腳麻了
Olivia avatar
By Olivia
at 2020-05-31T19:59
買這隻要長期持有 短線賺不了錢 放幾年絕對不吃虧
Ursula avatar
By Ursula
at 2020-06-02T01:30
看來GG真的穩了，已經有傻空在推文緊張嘴人帶風向XD
Jacky avatar
By Jacky
at 2020-06-03T13:21
明天台股跌兩百
Xanthe avatar
By Xanthe
at 2020-06-03T17:53
https://i.imgur.com/S9EO8u4.jpg
Frederic avatar
By Frederic
at 2020-06-06T00:43
空軍的大核彈，升天了
Leila avatar
By Leila
at 2020-06-07T01:44
滿手2330多單 看到推文這麼樂觀我怕.jpg
Daniel avatar
By Daniel
at 2020-06-10T07:26
台GG就外資控盤用 這種公開事件 一點都不重要
Queena avatar
By Queena
at 2020-06-14T20:22
樓上也覺得台GG有被控制股價?
Gary avatar
By Gary
at 2020-06-16T18:54
https://i.imgur.com/LvToGzY.jpg
Frederic avatar
By Frederic
at 2020-06-19T21:53
不忍......
James avatar
By James
at 2020-06-23T18:21
不忍
Ula avatar
By Ula
at 2020-06-23T19:43
ADR +2%多....
Steve avatar
By Steve
at 2020-06-27T07:20
空空明天要被嘎爆了 幫QQ
Edward Lewis avatar
By Edward Lewis
at 2020-07-02T04:08
麥克風怎麼可以這麼爛 聽的很痛苦…

BDI站穩2,000點 散裝船族群大漲

Yedda avatar
By Yedda
at 2019-07-18T13:44
1.原文連結： https://udn.com/news/story/7252/3935973 2.原文內容： 2019-07-18 12:57經濟日報 記者黃淑惠╱即時報導 散裝船受惠於鐵礦石需求強勁，拉動散裝船的需求，BDI（波羅的海運價指數）17日勁揚2.6%，指數站穩2千點關卡，收盤為2,064點 ...

剛果伊波拉病毒大爆發 世衛列國際公衛緊

Dinah avatar
By Dinah
at 2019-07-18T12:54
1.原文連結： https://news.cnyes.com/news/id/4359348 2.原文內容： 剛果伊波拉病毒大爆發 世衛列國際公衛緊急事件 台概念股出列 鉅亨網編譯羅昀玫2019/07/18 05:200 剛果伊波拉病毒大爆發，世衛列國際公衛緊急事件。(圖片：AFP) 相關個股默克藥 ...

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Rae avatar
By Rae
at 2019-07-18T12:41
1.原文連結： https://www.chinatimes.com/newspapers/20190716000197-260202?chdtv 2.原文內容： 韓流概念股PK小英概念股 國民黨總統候選人韓國瑜勝出，2020年藍綠陣營總統大選候選人名單均拍板。法人指出， 台股選舉行情將起，拚經濟，全民 ...

告別式

Edith avatar
By Edith
at 2019-07-18T12:18
※ 引述《gn01874474 (流浪的疾風)》之銘言： : https://youtu.be/ANJumNLNAwk : 大賠終於要離開了 : 聽這首歌剛剛好 : https://i.imgur.com/fhX3HWx.jpg : 賠光了 嗚嗚 : 補上心得 : 小小買才是王道 : 如果心急想凹回來只會賠更 ...

台電大虧297億 上半年唯一虧損國營事業

George avatar
By George
at 2019-07-18T12:11
經濟部所轄四大國營事業上半年稅前盈餘大不同，台電光是今年上半年就虧損新台幣二九七億元，成為唯一虧損的國營事業，甚至比去年同期再多虧了五十七億元，中油則大賺二八三億元，台糖賺七點一八億元、台水則是小賺一千三百萬元。 台電發言人徐造華指出，去年下半年、今年上半年電價都沒有調整，因此結算下來才會出現虧損，但未來將 ...