台積電目標價外資上看1000元 市值重登16 - 股票

By Thomas
at 2021-01-19T12:51
at 2021-01-19T12:51
Table of Contents
短期625會不會太高不敢說
因為從510噴10%到560上下我就覺得該休息了,
繼續噴到590我也覺得該休息了,
到625, 我以為625T學弟至少要一季才能離營
結果不到一個禮拜就離營
但長期來說,
就是看800以上啦,
寶山南科的規模,去晃一圈就知道,
加上竹南封裝廠綁樁,
一堆客戶一條龍後有競爭壓力的大客戶根本離不開台積,
Intel進來也是一樣的形狀
等寶山、台南幾年,機台攤提完,eps就是噴爆,
短期套住根本不用怕,台積沒在賣的啦
https://i.imgur.com/B2nCQdD.jpg
https://i.imgur.com/4xggoGr.jpg
https://i.imgur.com/QZT5DIk.jpg
https://i.imgur.com/BoJ0z8d.jpg
https://i.imgur.com/9uDSd5C.jpg
協尋gn以及被羞辱好幾天的605T和625T出來跟630T學弟交接
※ 引述《jin168chen (毛毛蟲)》之銘言:
: 1.原文連結:
: https://www.cna.com.tw/news/firstnews/202101190035.aspx
: 2.原文內容:
: 台積電目標價外資上看1000元 市值重登16兆元
: (中央社記者張建中新竹19日電)外資持續不斷調高台積電目標價,近期更有未在台灣登
: 記的外資喊價上看新台幣1000元,激勵台積電今天股價持續走高,盤中一度達619元,市
: 值重回16兆元之上。
: 外資預期,隨著製程技術領先效益越來越大,將為台積電帶來更多機會,如英特爾(
: Intel)的外包,及安謀(ARM)架構的中央處理器(CPU)、5G與車用半導體等。
: 外資預估,英特爾CPU委外代工商機每年將達210億至220億美元,並預期在高通(
: Qualcomm)訂單回籠,加上英特爾3奈米CPU代工訂單挹注,台積電2023年可望賺進超過3
: 個資本額,給予新台幣1000元目標價。
: 台積電今天在市場買盤積極湧入下,股價持續走高,盤中一度達619元,漲12元,漲幅
: 1.97%,市值增加3111億元,攀高至16.05兆元,貢獻大盤約102點。
: 台積電預期,5G與高效能運算應用市場可望長期成長,並將驅動2020年至2025年營收年複
: 3.心得/評論:
: 1000打8折也有800元,現在才600出頭
: 相信 你心中的理想~
: 相信 你眼中的光芒~
: 相信 我心中的信仰~
: 相信 我擁有的力量~
-----
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--
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