台積電法說行情失靈?謝金河點出「數字背 - 股票

By Ida
at 2021-04-19T22:16
at 2021-04-19T22:16
Table of Contents
原文標題:台積電法說行情失靈?謝金河點出「數字背後」含意:是好事
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原文連結:https://reurl.cc/R6lYR6
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發布時間:2021-04-19
(請以原文網頁/報紙之發布時間為準)
原文內容:
這兩天大家看新聞,一定會關注兩個焦點,一個是中國公布首季經濟成長率,二是台灣的
護國神山台積電法說會公布第一季季報。中國首季GDP成長率是18.3%,看到這個18.3%
,正常狀態下,這是一個令人驚嘆的數字,經濟日報說「陸首季GDP增18.3%,寫新高」
,工商時報「陸Q1經濟成長衝上18.3%」,其實世界上沒有一個國家的名字叫「陸」!
中國首季經濟成長率18.3%,這是很大的增長,但這個增長是建立在去年負6.8%的低基
期,首季經濟增長當然亮麗,就像美國去年第二季是負32.9%,在這麼低的基期得出的數
字一定很漂亮,但中國首季的GDP只能算是差強人意,原來市場估值大約落在33%,現在
出來的數字是18.3%,這與原先市場預估有落差。今年中國首季的經濟總值是24.9兆人民
幣,比去年第四季成長0.6%,比疫情前的2019年第一季成長10.3%。過去談論中國經濟
,市場喜歡用迅、猛來形容,現在只能說是持平。往下走,中國去年後三季的數字是3.2
、4.9及6.5,在正成長的基礎下,中國經濟成長率會更有代表性。
而台積電法人說明會上,有媒體形容法說行情失靈,因為台積電法說會後,股價下跌9元
,其實台積電首季稅後淨利1396.9億元,這比去年同期的1169.8億,成長19.4%,表現不
差。不過台積電首季營收3624.1億元,超過去年第四季的3615.3億元,但首季稅後淨利不
及第四季的1427.6億元,原來台積電毛利率連續8季上升之勢結束,第一季毛利率52.4%
,不及去年第四季的54%,但高於去年同期的51.8%,台積電首季EPS5.39元,不如第四
季的5.51元,這是台積電非常亮麗成績單背後,唯一一點美中不足的地方。當然,股價大
漲後,市場會用最高標準來檢視台積電的股價,盤旋在600元左右等待下一季成績單,對
台積電是好事。
心得/評論:96分的學生進步到98分,還是一名資優生。老謝的意思應該是如此 ※必需填
寫滿20字
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