台積電第一季業績 - 股票

By Hardy
at 2021-04-15T13:32

Table of Contents

簡易財報
https://reurl.cc/AgW1je

Sales 362,410mn (USD 12.9bn vs 財測 12.7~13)
GPM 52.4% (vs 財測50.5%~52.5%)
OPM 41.5% (vs 財測39.5%~41.5%)
EPS 5.39 (vs 市場預估EPS 5.25)

線上法說會連結
https://reurl.cc/ynb1a2

5nm 14% 7nm 35% of sales
phone 45% HPC 35% Auto 4% of sales
phone -11% q/q HPC +14% q/q Auto +31% q/q
--

Tags: 股票

All Comments

By Agatha
at 2021-04-19T05:15

丸子

By Edward Lewis
at 2021-04-21T17:10

祭品?

By Quintina
at 2021-04-26T13:31

噴爆!

By Skylar Davis
at 2021-04-28T07:16

尾盤暴衝

By Tom
at 2021-04-28T23:58

可以喔哥

By Selena
at 2021-05-03T21:30

已反應

By Michael
at 2021-05-04T09:49

勇者

By Dinah
at 2021-05-07T09:57

88==

By Liam
at 2021-05-09T14:21

丸子

By Odelette
at 2021-05-12T23:03

崩崩，季減

By Robert
at 2021-05-13T12:12

慘輸長榮陽明...崩崩

By James
at 2021-05-15T16:21

已反應崩

By Genevieve
at 2021-05-16T10:38

這是真的嗎?

By Hedy
at 2021-05-20T00:10

已反應

By Liam
at 2021-05-20T02:06

王者歸來

By Enid
at 2021-05-25T02:04

原PO在編輯了拉,等他一點時間七千多次的大大學長

By Harry
at 2021-05-26T08:30

崩盤

By Poppy
at 2021-05-27T16:31

丸

By Margaret
at 2021-05-29T15:42

輸陽明長榮真慘

By Thomas
at 2021-06-03T00:34

超廢已反應

By Kama
at 2021-06-07T13:09

塊陶

By Belly
at 2021-06-11T03:48

比Q4低丸子
買水買太多?

By Regina
at 2021-06-11T04:55

已反應

By Mary
at 2021-06-15T20:23

今天最刺激的事情，究竟是法會還是法說呢？

By Enid
at 2021-06-20T19:35

已反映

By Genevieve
at 2021-06-24T12:58

丸子0.0

By Bennie
at 2021-06-25T18:49

噗超多黑g仔
哪行Q1會比Q4高？

By Jake
at 2021-06-27T10:14

輸海運再加油

By Catherine
at 2021-06-30T07:33

沒破百% 還不退下

By Andy
at 2021-07-05T03:24

廢到笑準備漲停

By James
at 2021-07-09T00:51

丸子 GN老蘇要驕傲幾輩子

By Caitlin
at 2021-07-09T21:05

毛利率營益率都在財測高標

By Michael
at 2021-07-11T01:41

已反應

By Mia
at 2021-07-15T20:50

已反應

By Noah
at 2021-07-18T14:33

第一季就

By Oliver
at 2021-07-23T05:37

By Blanche
at 2021-07-27T21:56

吃太多低毛利車用-.-

By Doris
at 2021-08-01T01:08

GG不用看這個啦

By Odelette
at 2021-08-03T05:09

好爛== 還好今天買長榮

By Carolina Franco
at 2021-08-05T06:59

股價10倍還賺輸海運

By Agnes
at 2021-08-07T12:23

有夠猛

By Hedy
at 2021-08-08T23:38

600都嫌高了

By Damian
at 2021-08-13T21:44

已反應、蒸的丸子

By Eden
at 2021-08-15T10:50

股價根本沒漲反應在哪

By Zora
at 2021-08-16T03:42

丸

By Victoria
at 2021-08-16T16:34

明天630

By Bethany
at 2021-08-16T20:42

明天要漲停了

By Christine
at 2021-08-19T02:32

已反應在我的庫存

By Bennie
at 2021-08-20T23:46

股期飄到622了，嘖嘖

By Carolina Franco
at 2021-08-21T22:28

overbooking有沒有在聽

By Leila
at 2021-08-24T02:05

5.39符合預期吧剩股息利多

By Frederica
at 2021-08-25T03:22

漲幅被華航壓在地上打.... 人家漲多少

By Quintina
at 2021-08-27T04:07

坐看小丑來悲憤

By Valerie
at 2021-08-29T01:32

大家都在等資本資出吧

By Candice
at 2021-09-02T16:37

趕緊賣光台積電買長榮~~~

By Barb Cronin
at 2021-09-06T11:43

這種EPS 航運真是冤殺了

By Eartha
at 2021-09-09T16:47

今年最低華航10快今天呢~~

By Thomas
at 2021-09-13T02:47

明天看看能不能跳空封閉空方缺口

By Blanche
at 2021-09-14T00:14

其實看Q1匯率就知會表現不錯外資控盤

By Ophelia
at 2021-09-14T23:03

心得?

By Ophelia
at 2021-09-19T07:57

你們快點賣gg阿，gg號車太重

By Doris
at 2021-09-23T19:22

不如買富邦金

By Hazel
at 2021-09-28T02:51

丸子

By Ethan
at 2021-10-03T02:14

大爆噴噴爆

By Daniel
at 2021-10-05T21:19

這尾盤一定有人早知道

By Eden
at 2021-10-08T23:19

5.25*4*30(本益比)=630

By Daniel
at 2021-10-12T11:15

越看越覺得海運穩到不行，加船下去的營收增加比他蓋
廠快多了

By Ophelia
at 2021-10-17T05:30

明天炸裂新星大法再現
長榮今天大盤漲那麼兇都沒動根本氣數已盡

By Faithe
at 2021-10-18T00:27

盤後零股會+多少呢?

By Cara
at 2021-10-18T01:30

全年上看25 噴

By Kama
at 2021-10-21T06:54

是多少人買航運被套慘一直拿來比...

By Irma
at 2021-10-24T18:49

廠開出來還得了...

By Catherine
at 2021-10-27T06:01

股利勒，會不會3.5啊！

By Hedda
at 2021-10-31T11:06

二月份拖累，不然跟去年第四季一樣
海運最好每年都這麼賺啦

By Linda
at 2021-11-01T03:20

5.25*4是在搞笑嗎

By Olga
at 2021-11-04T09:37

出貨

By Dora
at 2021-11-06T07:52

不是有好幾間今年單月獲利贏過去年Q4?

By Aaliyah
at 2021-11-09T06:39

長榮季EPS幹爆GG 股價只有1/10 有何天理

By Leila
at 2021-11-13T11:17

沒超乎預期崩崩

By Thomas
at 2021-11-15T03:49

長榮穩了
水鬼認錯買回還來得及

By Dorothy
at 2021-11-16T12:30

woo

By Queena
at 2021-11-19T17:12

https://i.imgur.com/1kIdKqA.jpg Q1當時財測數字

By Anthony
at 2021-11-20T06:15

季減明天無量跌停收到打收到

By Necoo
at 2021-11-23T22:28

25x25=625

By Kelly
at 2021-11-24T02:18

笑死你長榮也季配息2.5馬上就噴上去啊

By Anthony
at 2021-11-24T07:02

比
優於預期之噴

By Damian
at 2021-11-28T09:06

13:30 零股616 現股619 14:30零股?

By Olga
at 2021-12-02T07:12

超廢上船啦

By Frederic
at 2021-12-06T10:01

舒服

By Erin
at 2021-12-09T08:58

真慘還好沒買

By John
at 2021-12-10T15:00

爛比陽明跟長榮爛不如買長榮

By Dorothy
at 2021-12-12T13:17

推文一堆反指標

By George
at 2021-12-15T16:06

阿我女兒股利1000多，忘了幫她買兩股

By Doris
at 2021-12-16T14:03

無聊，崩

By Erin
at 2021-12-19T07:51

掛盤後明天隔日沖沖

By Skylar Davis
at 2021-12-19T23:08

已反應...在我的小頭

By Necoo
at 2021-12-24T21:36

感覺台積電會上演驚不驚喜意不意外

By Dinah
at 2021-12-27T23:11

航運一個月賺2塊台積電是要笑死

By Barb Cronin
at 2021-12-30T02:43

航運已經持有的誰被套慘? 不過現在才想進去的就不保
證了

By Belly
at 2021-12-30T16:29

不愧是GG 都高標耶

By Edith
at 2022-01-01T23:03

長榮60台積600 eps 長榮也比較強想也知道要買誰

By Eartha
at 2022-01-02T06:33

會漲破前高

By Rachel
at 2022-01-05T09:35

講季減 Q1比Q4 知道自己講什麼嗎

By Jacob
at 2022-01-07T15:33

決定接下來電子能不能逆轉傳產的法說

By Irma
at 2022-01-11T11:02

讚上次法說也是大大pi的
po
別反串啦積票船票一張不賣

By Daniel
at 2022-01-12T19:00

航運買船後確定以後每年都會像今年一樣塞港嗎

By Sarah
at 2022-01-14T14:52

明天拉G盤

By Daniel
at 2022-01-15T12:44

長榮就沒未來壓有這頓下一頓還要找才有

By Anonymous
at 2022-01-16T23:51

明天大漲1塊

By Victoria
at 2022-01-20T18:06

以反映

By Agatha
at 2022-01-22T03:51

已反應,下看500

By Heather
at 2022-01-22T06:52

強到沒朋友了！=口=
能打敗GG的只有豬隊友

By Emma
at 2022-01-24T11:41

推文一堆睜眼說瞎話，群魔共舞

By Hedda
at 2022-01-25T09:47

一堆賣積求榮仔崩潰？

By Wallis
at 2022-01-29T02:10

丸子航運噴

By Robert
at 2022-02-02T12:12

海運抱到第三季再來換gg絕對的舒服

By Eden
at 2022-02-06T12:57

明天拉基盤，個股咪咪貓貓

By Catherine
at 2022-02-10T23:10

現在居然季減現在航運哪一個財報不是季增的？

By Ula
at 2022-02-13T06:01

老人才買台積電啦少年股神都買飆股

By Ida
at 2022-02-15T03:46

Q1比Q4，5.25*4 的，就是出來扮小丑

By Hedda
at 2022-02-15T22:48

昨天洗盤差點亂賣還好

By Leila
at 2022-02-16T01:35

通常GG上來，海運就下去了，重演1月，快賣G求榮

By Tristan Cohan
at 2022-02-20T04:47

已反映玩一整年的漲幅

By Lauren
at 2022-02-23T15:01

航運塞港還不簡單蘇伊士塞一世公子獻頭

By Lucy
at 2022-02-26T02:53

好啦已反應的趕快賣一賣
我繼續歐印gg就好

By Suhail Hany
at 2022-03-02T23:08

已反硬

By Skylar Davis
at 2022-03-07T00:19

長榮很棒，但也不要汙辱台積電=.="
沒有台積電今天不可能有17000，大盤不穩，長榮根本

By Puput
at 2022-03-11T11:38

明天漲停

By Andy
at 2022-03-13T04:58

爽啦噴起來

By Zora
at 2022-03-15T04:42

=============電子發動了傳產航運小心========

By Jake
at 2022-03-15T06:07

老蘇大獲全勝~預告在前~本益比~大~修~正~

By Elizabeth
at 2022-03-18T13:49

笑死上面一堆反串

By Donna
at 2022-03-21T04:12

賣雞球蓉

By Daniel
at 2022-03-24T06:30

已反應大軍再30秒準備出擊

By Poppy
at 2022-03-25T07:26

賣榮求G

By James
at 2022-03-27T15:39

起不來好嗎? 外資跟法人對台股就不會有信心

By Quintina
at 2022-03-31T05:32

長榮更賺,股價卻是gg1/10,太委屈了

By Barb Cronin
at 2022-04-04T17:51

財測超準

By Carol
at 2022-04-08T21:25

你小丑怎辦，也改變不了明天被gg吸乾的命運

By Anonymous
at 2022-04-11T08:53

現在的價位就是反應這個eps了還想漲？

By Frederica
at 2022-04-15T21:24

丸子

By Aaliyah
at 2022-04-17T02:06

說爛的不然要多少 Q1就10嗎

By Andrew
at 2022-04-17T03:12

跟航運比是不是有問題

By Valerie
at 2022-04-18T08:02

重點是到底要不要發3.5

By Xanthe
at 2022-04-22T18:07

不用跟空手仔講這麼多啦今天尾巴翹上去明天一早不
買就準備看它飛上天了

By Kyle
at 2022-04-25T05:20

680T的我還會被笑多久呢QQ

By Delia
at 2022-04-29T22:38

台積本益比30 航運本益比3 這很合理

By Yedda
at 2022-05-04T02:10

財測準很好接下來法說說什麼法人就會信什麼

By Iris
at 2022-05-06T19:56

你長榮是可以維持多久這樣的營收？

By Oliver
at 2022-05-07T10:44

能發3塊錢就偷笑囉

By Enid
at 2022-05-09T21:00

空手股神：才漲1% 什麼垃圾股

By Lily
at 2022-05-13T02:45

該拉G了休息兩個月了

By Daph Bay
at 2022-05-15T03:18

笑死一堆很怕拉g盤的一直在黑可憐歐

By Yedda
at 2022-05-16T03:44

航運股不會停水停電...ㄎㄎ

By Elizabeth
at 2022-05-18T01:19

可4 gg股價已經漲兩倍了

By Caroline
at 2022-05-20T05:47

是啊就是漲爆你不然你要怎樣 XX

By Ina
at 2022-05-20T09:55

已反應下去吧

By John
at 2022-05-22T16:51

缺水問題先解決吧檯

By William
at 2022-05-25T09:10

台積的預測通常都很保守啦，要低於財測真的是要有
偶發性事件才有可能

By Valerie
at 2022-05-30T04:30

不同族群也要比

By Edward Lewis
at 2022-06-02T05:21

680是零股吧攤到現在也該650以下了

By Zanna
at 2022-06-06T08:23

股票錢賺了就跑了，還管公司維持多久營收咧

By Valerie
at 2022-06-09T04:22

全年=Q1*4 真是大錯特錯啊

By Skylar DavisLinda
at 2022-06-11T07:46

這個世界可以沒有台積電但是不能沒有長榮

By Ursula
at 2022-06-14T21:57

中小給我把錢吐出來了吧

By Heather
at 2022-06-15T09:00

丸子

By Hedwig
at 2022-06-19T02:03

拿貨運比台積電是被那個爛分析師騙成這樣笑死!!
!

By Lucy
at 2022-06-23T00:01

今年漲的比中鋼少

By Adele
at 2022-06-25T14:16

樓上說反了吧
這世界可以沒長榮但不能沒有台積電

By Jack
at 2022-06-30T10:42

本益比30還能再高嗎?

By Queena
at 2022-07-03T03:54

賣榮求G 傳產的各位保重了

By Tristan Cohan
at 2022-07-07T02:52

一直喊缺水缺電，結果上漲

By Ethan
at 2022-07-11T17:18

應該沒五字頭了吧

By Agatha
at 2022-07-15T15:48

不跟航運比跟誰比？現在就是長榮eps比台積高但是
股價只有台積的1/10 想也知道要買誰

By Carolina Franco
at 2022-07-19T00:08

前景能見度夠高，通常股價提前反映至少一年啦，今
年的股價至少要2022 fEPS x 25

By Faithe
at 2022-07-21T10:12

Q4配息2.5，明天電梯向？

By Steve
at 2022-07-23T18:19

Q1*4真是笑死，難怪一直被割韭菜

By Bethany
at 2022-07-24T13:41

當然是買台積電啊

By Edwina
at 2022-07-25T12:21

這世界如果沒有gg，你也沒工具上來推廢文

By Kama
at 2022-07-25T18:08

gn老蘇人勒

By Poppy
at 2022-07-29T04:24

倒是沒看到美國說也要發展航運

By Charlie
at 2022-07-29T09:09

不買長榮，等等長榮就再當一次塞子，你還是得買

By Ula
at 2022-07-30T15:09

這三個月GG連湯都沒喝到分他喝一下不過分吧
TSM 119已重壓

By Mia
at 2022-07-30T18:13

台積電笑死喔設備幾百億得買一季才賺5塊多
航運成本ˋ就油錢隨便都賺6塊

By Candice
at 2022-08-01T02:55

台積電600 EPS 20 長榮 60 EPS 30 傻子都知道要買

By Franklin
at 2022-08-03T15:19

海運的不知道能不能賺到明年本益比一倍差不多

By David
at 2022-08-05T10:17

講季減的真的是腦子壞掉

By Doris
at 2022-08-09T01:28

這世界如果沒長榮那只能買陽明了，難怪今天陽明漲

By Damian
at 2022-08-13T14:12

股利會發到15嗎？
感覺有機會

By Callum
at 2022-08-14T18:57

而且航運的本益比低如果跟台積一樣不是飛天了嗎

By Valerie
at 2022-08-16T04:16

拉尾盤表示法人外資認同台積的表現

By Harry
at 2022-08-17T14:30

被爛分析師騙還想害別人阿彌陀佛!!!

By Callum
at 2022-08-19T20:05

每季照財測走GG年底700達成率1/4了

By Madame
at 2022-08-20T01:58

https://i.imgur.com/ZJo1aG9.jpg

By Quanna
at 2022-08-24T11:43

季減！

By Daniel
at 2022-08-24T20:53

拿景氣循環股跟成長股比台股小白真的很多
可是小白都賺的比我多

By Agatha
at 2022-08-26T16:09

還好航運跟GG都有

By Margaret
at 2022-08-30T06:37

版友一片樂觀，嗯

By Hazel
at 2022-08-30T16:17

世芯明天完蛋了，資金都被台積電吸光光了

By Kama
at 2022-09-03T20:51

台g應該可以賺15年....吧?

By William
at 2022-09-04T00:44

不用吵了啦海運積積我全都要

By Kyle
at 2022-09-07T18:59

overbooking

By Oscar
at 2022-09-10T18:19

長榮上看100 賣G求榮

By Joe
at 2022-09-12T03:42

噴爆

By Agnes
at 2022-09-13T21:36

成本幾百億才賺這樣的eps 看看長榮好不好

By Emily
at 2022-09-14T16:13

明天是什麼日呢？

By Tom
at 2022-09-15T17:48

結果發現上面的id全部都是反串…

By Ida
at 2022-09-16T06:53

拉G其他股票就要小心了，資金只有一套

By Iris
at 2022-09-16T15:46

不過各有信徒反正掏錢決勝負買起來買起來

By Christine
at 2022-09-20T03:48

已反應賣G求榮

By Iris
at 2022-09-21T14:55

拿長榮比台積電! 這個可以笑個三天

By Xanthe
at 2022-09-22T19:51

航海可以把錢吐出來了我大GG 需要資金衝高

By Todd Johnson
at 2022-09-24T13:03

不同族群還能戰起來啊怎麼有人一直很想引戰

By Christine
at 2022-09-26T18:55

而且還季減。航運是季增ㄟ

By Iris
at 2022-09-28T13:27

看看航運能賺多久～

By Gary
at 2022-10-01T01:39

三百億美金都拿來買船啦幹

By Una
at 2022-10-04T01:21

看營收買股票？
丸子？

By Poppy
at 2022-10-05T14:16

已反應 all in 紅茶店

By Olga
at 2022-10-07T17:52

完了...準備崩盤...

By Ophelia
at 2022-10-10T13:03

明天一根

By Jack
at 2022-10-15T07:36

一定崩

By Jack
at 2022-10-18T04:36

https://i.imgur.com/GptQl4x.jpg

By Christine
at 2022-10-18T07:40

長榮仔與台G仔大戰鹿死誰手

By Thomas
at 2022-10-23T03:42

都20幾塊EPS 一個600一個60 要買誰?

By Caitlin
at 2022-10-27T03:07

噴爆! 679T的朋友準備解套QQ

By Edwina
at 2022-10-27T14:27

2020 Q1 4.51

By Carol
at 2022-10-30T05:20

看到推文一片看衰航運就放心了

By Quintina
at 2022-11-01T08:16

長榮只要台積1/10的價格 eps還比台積好想也知道要
買誰

By Zora
at 2022-11-02T02:35

今天不買船，改天你去哪你載水

By Elvira
at 2022-11-04T06:24

2498屌打2330

By Suhail Hany
at 2022-11-07T07:44

明天開始拉G盤 777

By Carol
at 2022-11-11T17:13

獲利比預期成長快20% 超鬼

By Kristin
at 2022-11-16T00:33

均價62路過

By Enid
at 2022-11-19T12:41

重返榮耀

By Caroline
at 2022-11-22T20:24

拉619那根...

By Ina
at 2022-11-26T23:00

長榮股本522E GG 2600E 誰是雞腿誰是懶覺?

By Ophelia
at 2022-11-27T20:13

是匯率的關係嗎??

By Franklin
at 2022-12-01T22:36

去年漲停今天該跌停了==

By Jessica
at 2022-12-02T09:16

ok了雞排攤開出來行事曆貼起來決戰台股之巔

By Margaret
at 2022-12-03T13:26

如果今年只成長20%現在本益比是有點高

By Kama
at 2022-12-07T04:20

老實說我覺得死惹，看市場怎麼反應，雖然在財測高
標，但毛利掉太多了

By William
at 2022-12-09T16:50

而且大家預期是要超標好不好
居然沒有超標還季減

By Edwina
at 2022-12-10T00:57

在黑的明天一早就要買台積啦想壓價

By Olive
at 2022-12-13T10:06

是長榮100比較簡單還是gg1000,睡醒了嗎

By Olive
at 2022-12-13T12:59

全部達標，可以了啦

By Andy
at 2022-12-15T06:56

噴～～

By Elizabeth
at 2022-12-19T10:44

丸子

By Gary
at 2022-12-19T12:58

可能會降財測，因為缺貨的關係

By Annie
at 2022-12-19T14:05

明天台積電法說宣布資本支出買進長榮大家說好不好!

By Tom
at 2022-12-20T21:18

達標沒有用啊誰不知道達標啊要超標好不好

By Liam
at 2022-12-21T05:23

穩了啦月底前萬8

By Ida
at 2022-12-23T05:28

難怪一直上不去！！外資真是精準

By Ula
at 2022-12-23T11:30

預計這波到700

By Catherine
at 2022-12-24T02:29

反正我們GG小散戶不影響大局默默買進就好

By Tracy
at 2022-12-28T23:54

gg這種很難被偷看答案啦四點美股盤前會明朗點

By Caitlin
at 2023-01-01T17:51

把長榮買下來，改天開船去菲律賓買水啦

By Joseph
at 2023-01-06T08:14

好了啦航海可以下去了我大GG要開始飛了

By Todd Johnson
at 2023-01-09T03:05

如果降財測明天等崩盤

By Adele
at 2023-01-10T08:35

誰尾盤在買==

By David
at 2023-01-14T20:08

廠房沒開現在都是匯率跟漲價的因素再好就這樣

By Hedy
at 2023-01-14T22:39

一堆推文真的可笑到懷疑是反串...

By Hedy
at 2023-01-16T13:00

我是不敢現在買航運就是我沒那個命賺

By Olive
at 2023-01-19T17:09

就符合預期看來gg還是繼續盤?

By Skylar Davis
at 2023-01-21T07:19

毛利下滑跟匯率有關不過都已經接近財測最高標

By Una
at 2023-01-21T19:54

吵什麼？都買不會嗎？

By Carolina Franco
at 2023-01-22T09:50

買股票是買未來不是過去

By Sarah
at 2023-01-25T03:03

可以解套了嗎

By Todd Johnson
at 2023-01-29T22:38

明天台積電帶動，電子股漲多，紅起來

By Eden
at 2023-02-01T11:59

要下去囉，笑死

By Christine
at 2023-02-05T08:44

笑死ㄧ群玩中小的ㄧ直在自慰

By Quintina
at 2023-02-08T02:01

3率3降

By Ursula
at 2023-02-10T16:39

結果陽明第一季eps屌打台積電哈哈哈

By Christine
at 2023-02-12T06:19

台幣升值照理說毛利要上升吧，美金計價的關係

By Christine
at 2023-02-15T20:30

台積不是買了就放著嗎

By Vanessa
at 2023-02-19T07:29

尾盤拉成這樣不就告訴你要怎麼跑了嗎

By Liam
at 2023-02-22T23:15

丸子

By Robert
at 2023-02-25T19:52

沒超標就表示只是在預期內而已明天不是盤就是崩盤
要漲？下輩子看看吧

By Leila
at 2023-03-02T04:00

聯電明天要噴了尾盤直接拉

By Noah
at 2023-03-05T15:21

吵架行情要來了嗎

By Donna
at 2023-03-08T22:36

Q2獲利會更高折讓價不是說要取消?

By Freda
at 2023-03-09T19:08

產業別前景差那麼多怎麼比= =

By Jessica
at 2023-03-12T10:16

尾盤是拉高給你們跑的嘻嘻

By Hedda
at 2023-03-17T07:42

丸子

By Mia
at 2023-03-22T05:41

台積要噴爛了

By Robert
at 2023-03-25T14:47

尾盤直接拉

By Gary
at 2023-03-29T01:08

尾盤拉高高機率在賭法說會很好吧，不過看來就正常

By William
at 2023-03-30T00:44

噗你很怕？幹嘛生氣 cc

By Audriana
at 2023-04-03T23:05

萬七五準備好了

By Daniel
at 2023-04-06T13:28

Q3 EPS沒上七就掉漆

By Andy
at 2023-04-07T03:42

G求榮

By Agatha
at 2023-04-09T23:36

TO THE MOOON

By Belly
at 2023-04-10T20:21

預期內，明日股價向下？

By Genevieve
at 2023-04-15T05:23

海運轉機股可以用本益比看？求解

By Sierra Rose
at 2023-04-16T11:30

都達到高標啦...

By Kelly
at 2023-04-19T11:53

看大家一片樂觀明天開高走低收最低

By Emma
at 2023-04-21T04:09

中小.船員準備可以撤出了

By Edward Lewis
at 2023-04-23T08:08

海運那麼棒你可以買長榮空台積雙頭賺啊

By Carol
at 2023-04-26T11:44

tsm adr放空降低水位好了= =

By Michael
at 2023-04-27T14:58

沒有超乎預期就是GG

By Elma
at 2023-04-30T16:40

世界龍頭輸給開船的真爛

By Necoo
at 2023-05-03T02:12

要崩了

By Lauren
at 2023-05-06T04:25

q1比q4說季減丸子

By Zenobia
at 2023-05-08T12:57

賣榮求G

By Noah
at 2023-05-12T22:47

太多低能空軍講出來的話跟算命的差不多

By Blanche
at 2023-05-16T03:15

一個Q1各自表述 XD

By Yuri
at 2023-05-17T00:44

大家真的很嚴格其實已經超出預想了

By Sandy
at 2023-05-21T10:08

重點是第2季展望

By Connor
at 2023-05-23T11:57

yoy 20% 賣雞球蓉

By Connor
at 2023-05-28T03:07

有前景650合理，有瓶頸剩470。所以大概在這邊震盪

By Dorothy
at 2023-05-29T14:27

接下來漲價產能出來，只會更誇張

By Harry
at 2023-05-30T11:16

你們不懂121拜登基啦

By Jacky
at 2023-06-02T21:51

賣G球榮

By Poppy
at 2023-06-07T14:31

全部達到頂標...看到空軍在公已反應

By George
at 2023-06-07T18:48

笑死一堆人超怕

By Ethan
at 2023-06-12T05:35

2021 eps 原預估22，現在變23.5 up

By Elizabeth
at 2023-06-14T14:18

我怕拉積盤....

By Christine
at 2023-06-17T03:20

大家都好樂觀...

By Ingrid
at 2023-06-17T20:20

沒差啦等等被打臉會有更多的錢來追捧gg
知道拉g盤可怕就好

By Christine
at 2023-06-19T05:00

已反應

By Mason
at 2023-06-22T00:58

推回來感謝原po文字實況但gg真的gg了

By Christine
at 2023-06-23T09:53

財測符合預期基本上就不會跌了，大家看的是資本支出
和會不會提高股利好嗎？要喊空也喊得有水準一點

By Hamiltion
at 2023-06-23T13:04

開始惹

By Frederic
at 2023-06-24T23:56

明天開始拉積盤

By Mason
at 2023-06-27T12:24

2021估23吧，YoY15%才能勉強撐起現在的股價

By Candice
at 2023-06-29T11:35

已反應，準備雷曼式崩跌

By Carolina Franco
at 2023-07-03T13:01

沒有優於預期，丸了

By Mason
at 2023-07-04T03:27

知道拉積盤為什麼不會買台積 0050?

By Dinah
at 2023-07-04T09:57

你各位怎麼想重要嗎小兒愛怎樣就怎樣

By Quanna
at 2023-07-06T08:46

長榮60 台積600, eps一樣哈哈哈哈

By Oscar
at 2023-07-10T14:43

明天gg漲幅要屌打航運了嗎

By Steve
at 2023-07-15T04:39

一堆人在反串EPS 是怎樣啦

By Valerie
at 2023-07-16T08:35

配2.5不變明天崩盤

By Carol
at 2023-07-17T19:13

已反應，準備雷曼式崩跌

By John
at 2023-07-22T06:16

你各位不知道台灣缺水嗎？
這麼樂觀？笑

By Ivy
at 2023-07-22T21:12

賣榮求G阿阿阿

By Andrew
at 2023-07-26T05:53

水管有直播嗎?

By Todd Johnson
at 2023-07-29T16:41

財報都在預期內看有沒有要多說啥吧

By Margaret
at 2023-07-31T15:40

第一季對比去年第四季沒問題，現在沒在跟你分淡季
旺季了，需求增加著你衰退就是慘。看市場怎麼解讀
了，短期不是很樂觀。第二季目前產能也沒多開出來
，就多了二月少的那十天。然後看折扣取消可以多收
入多少。今年第三季如果產能也沒出大概也一樣，整
年eps是真的可以直接*4。以往淡旺季明顯才比yoy,
現在要看的是qoq

By Mary
at 2023-08-01T23:09

真的都20塊耶而且長榮還是世界第七大船公司

By Sierra Rose
at 2023-08-06T00:34

先把30B的設備拿去抵押買船啦

By Hedy
at 2023-08-07T18:02

30收

By Rae
at 2023-08-09T09:31

認真問明天漲停追來得及嗎

By Elma
at 2023-08-11T06:51

每個表現都在財測上緣，最近又沒大漲，認真會崩?

By Leila
at 2023-08-11T22:46

大盤大漲長榮沒漲一堆水手轉職成G黑

By Linda
at 2023-08-15T22:52

stosto+1
沒季增就是慘啊

By Zanna
at 2023-08-16T09:39

感謝你的分享明天繼續買台積電

By Emily
at 2023-08-18T12:18

三百億美金都拿來買船

By Caitlin
at 2023-08-20T16:35

https://youtu.be/X3WS-ii4cwk

By Kyle
at 2023-08-21T08:53

垃圾車用拉低毛利啦

By Yedda
at 2023-08-26T01:58

垃圾垃圾

By Delia
at 2023-08-29T00:06

現在已經漲到財測超標的價格啦，580-600差不多

By Gilbert
at 2023-09-02T00:05

買台G不如買2498

By Dorothy
at 2023-09-06T19:56

完蛋 484接了一堆車用

By Noah
at 2023-09-10T17:42

今年第一季5nm產能沒有滿

By Robert
at 2023-09-13T14:21

船員真的不要這麼氣啦今天沒漲過兩天一定會漲吼

By Agnes
at 2023-09-13T15:43

股利發多少

By Ethan
at 2023-09-17T20:33

好啦58-60塊才是gg合理價

By Jake
at 2023-09-21T19:03

只值424

By Agnes
at 2023-09-22T01:38

淡旺季不明顯，但Q1有二月，本來利用率就會下降吧

By Iris
at 2023-09-23T03:33

長榮台積電都是好股票不用這樣好嗎

By Carolina Franco
at 2023-09-27T05:57

台積不行了

By Skylar Davis
at 2023-09-27T11:06

就車用成長最多就那個什麼花害的啦

By Linda
at 2023-09-29T07:32

直接乘四應該不對因為Q2開始5nm就滿載
利用率下降主要在5nm

By Ursula
at 2023-10-03T16:05

沒出過國的真的都不知道老外q4 聖誕節後都沒錢嗎
以為q1過農曆年有紅包喔笑死
還在那邊哀 q1<q4

By Hedwig
at 2023-10-05T05:17

等等N5產能起來你各位再用22-23算笑死

By Mia
at 2023-10-08T06:56

長榮賺今年，明年還有20？

By Sarah
at 2023-10-12T10:16

即將雷曼式上漲,誰說雷曼只會下跌的= =

By Puput
at 2023-10-17T07:37

一堆人反串刷仇恨啦略過那些留言就好

By Eartha
at 2023-10-21T02:19

鄉民開始唱衰就是做多！

By Zora
at 2023-10-21T08:53

既生榮何生積

By Isabella
at 2023-10-23T16:13

QoQ 1%啦幹

By Mason
at 2023-10-27T18:16

比長榮爛真的

By Harry
at 2023-10-31T02:46

真的耶，長榮怎麼了。我沖完就撤了，尾盤怎麼沒拉

By Elma
at 2023-11-03T06:37

空空有時間酸財報不如先去找好的紙箱

By Vanessa
at 2023-11-04T21:23

5nm有放緩而已，產能利用率降不代表沒滿，在等mt
k5nm補上

By Thomas
at 2023-11-07T06:14

丸子

By Catherine
at 2023-11-11T01:52

Q2營收預計還會增加

By Ula
at 2023-11-12T04:38

Q2財測出了嗎？

By Frederica
at 2023-11-14T15:20

已反應

By Doris
at 2023-11-16T10:54

季減崩

By Zanna
at 2023-11-16T23:04

已反應

By Joe
at 2023-11-19T17:36

比長榮爛是真的

By Hazel
at 2023-11-21T10:35

Q2/Q1 QoQ 1% QQ

By Ivy
at 2023-11-22T01:55

不過毛利率跟淨利率好像下修啊??

By Ophelia
at 2023-11-24T10:25

配息3塊

By Skylar DavisLinda
at 2023-11-27T14:10

這裡的推文跟盤中閒聊兩樣情

By Enid
at 2023-12-02T04:07

的確是下修，其實可預期（？）

By Jake
at 2023-12-06T02:45

先來一根缺水缺電

By Christine
at 2023-12-06T11:22

崩崩才5.39

By Gary
at 2023-12-11T07:51

這邊推文跟閒聊

By Belly
at 2023-12-12T05:31

可以感覺得出來大家不想拉積盤最近中小賺太爽吧

By Margaret
at 2023-12-15T07:01

Q1 5.39被陽明屌虐 qq

By Xanthe
at 2023-12-18T20:14

5.39*4=21.56 21.56*20=431.2 空回430

By Genevieve
at 2023-12-22T19:25

Q2怎麼說
不要管Q1啦一堆菜逼八
看Q2怎麼說

By Elvira
at 2023-12-24T03:38

沒亮點，慘了

By Tom
at 2023-12-26T19:49

台積的成長性跟航運能比嗎……

By Odelette
at 2023-12-29T22:15

慘

By Yedda
at 2023-12-30T03:05

已反應

By Faithe
at 2024-01-03T21:46

看來車用晶片讓出不少低毛利產能啊……
今年資本支出300億

By Daph Bay
at 2024-01-08T10:29

資本支出上修設備股...

By Yuri
at 2024-01-11T13:44

王美花啦

By Edith
at 2024-01-13T08:11

第二季如果只有季成長1趴就真的崩了，預期營收也
要加個1/6

By Jake
at 2024-01-16T04:45

超怕拉積盤

By Regina
at 2024-01-18T04:03

跟長榮比是在比三小

By Adele
at 2024-01-18T13:08

大家是真樂觀

By Harry
at 2024-01-19T04:22

300e 資本支出

By Catherine
at 2024-01-23T14:27

資本資出又上修喔XD

By Erin
at 2024-01-24T12:49

這數字沒啥好拉的吧...

By Caitlin
at 2024-01-29T00:51

一堆人沒估到台中廠缺水停工會少掉的eps，再20天

By David
at 2024-01-31T18:48

300e低於預期吧

By Rae
at 2024-02-04T01:37

符合預期噴噴

By Jack
at 2024-02-07T08:11

capex沒有到333就是低於預期了，太低了 30b

By Yuri
at 2024-02-08T07:46

成長股是能成長幾年...

By Lauren
at 2024-02-09T09:27

雖然有一堆更爛的號稱成長股更值得酸就是了

By Jacob
at 2024-02-09T23:42

overbooking la

By Susan
at 2024-02-12T18:14

五年每年10-15%

By Adele
at 2024-02-17T14:45

說三年一千，也沒說平均333……

By Queena
at 2024-02-19T02:32

誰說資本支出一定要平均攤........

By Una
at 2024-02-19T15:15

市場估超過300E，這低於預期哦，完蛋拉

By Olivia
at 2024-02-24T08:00

明年333 後年366

By Tristan Cohan
at 2024-02-25T11:52

300E 是上修吧

By Queena
at 2024-02-29T05:55

資本支出優先於車用

By Emily
at 2024-03-02T01:25

怎麼辦 tsm有點抖

By Susan
at 2024-03-04T19:24

快空快空空到下市

By Hazel
at 2024-03-07T20:35

成長股股價都是看之後的能看到多遠才是重點
這才是GG強大所在

By Ursula
at 2024-03-09T08:28

水來了

By Poppy
at 2024-03-10T04:51

好像說缺水不影響生產

By Thomas
at 2024-03-11T08:46

股利還是2.5！？

By Kristin
at 2024-03-14T20:17

倒是說說景氣循環股能成長的比成長股久嗎XD

By Rosalind
at 2024-03-15T01:40

不如買碩碩

By Frederic
at 2024-03-16T09:46

gg成長好幾年了現在還在成長喔嘻嘻

By John
at 2024-03-19T23:26

資本資出低於預期

By Vanessa
at 2024-03-20T19:04

倒是景氣循環股是能維持幾年XD

By Isabella
at 2024-03-21T07:30

多做點簡報會死喔？

By Isabella
at 2024-03-24T11:20

明天樓下開盤市價空

By Hedy
at 2024-03-25T22:47

好的我空... 拜託ㄅ要

By Elvira
at 2024-03-27T13:37

GG當然是繼續成長啊 5nm獨一家

By Quintina
at 2024-03-30T10:08

好跌停掛一百張買

By Harry
at 2024-04-04T02:48

挫賽沒了

By Aaliyah
at 2024-04-05T16:49

資本資出上修是因為運費大漲？

By Damian
at 2024-04-06T20:28

賣g求？

By Enid
at 2024-04-08T10:56

By Lucy
at 2024-04-08T16:42

聽到intel

By Lucy
at 2024-04-10T10:27

#1WPMmC-s "半導體業者表示，台積電今年資本支出估
計落在 250 億至 280 億美元"

By Xanthe
at 2024-04-12T14:46

長榮50->100 可比GG 600->1200 容易達成

By Doris
at 2024-04-12T18:04

所以300應該是高於預期

By Franklin
at 2024-04-15T15:48

噴噴

By Elizabeth
at 2024-04-18T01:39

不跟客戶競爭

By Ivy
at 2024-04-18T07:03

到底有沒有說到股利？

By Christine
at 2024-04-22T08:13

股利不是說2.5了嗎？

By Eden
at 2024-04-25T21:42

股利看來不變？

By Megan
at 2024-04-26T00:38

牙膏現在的技術只能搶二流啦被AMD巴假的

By Agatha
at 2024-04-26T16:51

台G無法生產晶圓，ic小廠會先崩吧

By Ula
at 2024-04-27T11:45

說低於預期的空來看看！

By George
at 2024-04-29T02:10

股利就略過不重要
不要發最好我覺得

By Jake
at 2024-05-01T16:58

買台積電還在糾結股利的你去買恆大跟熱映好了

By Leila
at 2024-05-02T06:12

都在問競爭耶

By Una
at 2024-05-04T01:49

us廠

By Frederica
at 2024-05-07T18:01

講EPS跟股價是笑死人喔

By Selena
at 2024-05-11T18:44

要股利的麻煩左轉0056

By Valerie
at 2024-05-14T22:50

3293 第一季超過20，一年80 該多少
3293至少發40塊長榮陽明發幾塊、景氣股下去閉嘴

By Megan
at 2024-05-19T02:02

營收季增也不錯了

By Faithe
at 2024-05-23T17:20

要股利是不會去買恆大喔 12塊等你拿

By David
at 2024-05-28T13:01

250股均價605慘戶報到

By Edith
at 2024-05-31T04:09

按照配息明年配超過60塊，航運敢嗎？

By Xanthe
at 2024-06-04T08:55

這個記者印度口音比CC的口音更難聽懂..

By Hedy
at 2024-06-07T11:42

好喔 3293 一年80現769 榮陽20 除以4是不是該給192

By Michael
at 2024-06-09T17:52

都買的看上面吵來吵去好療癒

By Skylar DavisLinda
at 2024-06-13T06:08

all in陽明長榮

By Heather
at 2024-06-14T09:54

overbooking!!

By Elizabeth
at 2024-06-15T09:49

會持續缺貨

By Zenobia
at 2024-06-15T15:24

https://i.imgur.com/xML7JyS.jpg

By Jacky
at 2024-06-19T07:01

講長榮到100比GG到1000容易的是廢話嗎......股本那

By Caitlin
at 2024-06-19T10:08

懷疑車用ic受外力插單

By Hardy
at 2024-06-20T01:24

幹！

By Charlotte
at 2024-06-22T17:12

資本支出轉嫁客戶XDD

By Zenobia
at 2024-06-24T03:55

大廠大家都估好準

By Tristan Cohan
at 2024-06-27T07:11

讚啦

By Barb Cronin
at 2024-07-01T23:39

大廠的價格產能都是公開的，沒甚麼波動，當然比較準

By Puput
at 2024-07-06T22:20

完了一片樂觀

By Christine
at 2024-07-10T20:52

到底要崩還是要噴XDDD

By Joe
at 2024-07-14T08:59

沒亮點繼續盤

By Selena
at 2024-07-16T13:26

昨天把散戶洗乾淨了，要開始衝囉

By Agatha
at 2024-07-18T04:48

沒啥亮點股價大概600~620繼續盤

By George
at 2024-07-21T13:27

要噴了嗎

By Dinah
at 2024-07-24T10:32

沒啥亮點到是真的而且Q2還下修財測不好說
晚點看ADR反應吧

By Zenobia
at 2024-07-25T08:36

有人問太多被卡歌XD
很關心資本支出

By Bethany
at 2024-07-26T00:48

繼續盤

By Emma
at 2024-07-31T00:16

每次法說都圍繞資本支出問

By Isabella
at 2024-08-01T10:23

繼續盤還算樂觀，直接辦法會不囉嗦

By Heather
at 2024-08-03T17:56

強調是為了客戶未來的發展能吃到nvida的利多嗎

By Madame
at 2024-08-06T23:39

資本支出就很重要啊一千億美金耶
沒有其他行業拿得出這種天價鉅款

By Vanessa
at 2024-08-08T22:43

關鍵資訊是資本支出是根據客戶未來3-4年的產品roa
dmap決定

By Mason
at 2024-08-12T22:06

資本支出才是重點

By Dorothy
at 2024-08-14T14:50

低於預期又上修?

By James
at 2024-08-16T20:54

三星應該是蠻慘的

By Isla
at 2024-08-18T03:12

可惜300億市場早就知道了
而且消息出來也沒大漲

By Sandy
at 2024-08-19T09:36

沒利多....都早知支出上周先漲了明天變出貨？

By Ivy
at 2024-08-20T21:20

晚上看ADR就知道市場反應啦

By Isabella
at 2024-08-22T16:18

就很多人都覺得股票每天漲3~5%才叫正常和健康吧科

By Isabella
at 2024-08-26T15:27

想也知道會噴…還不快all in

By Oliver
at 2024-08-29T20:46

唯一利多是Q1三率高於預期，但Q2三率下修...嗯...

By Joseph
at 2024-08-31T21:50

喔不對，其實也只有第一季EPS高於預期

By Rae
at 2024-09-05T13:29

請改買護國神艦，謝謝

By Sierra Rose
at 2024-09-09T20:30

台積電怎麼徵招人才? 靠政府有用嗎

By Dinah
at 2024-09-11T03:26

如果是5NM上升造成毛利下降是好事，攤完以後毛利
更高

By Carolina Franco
at 2024-09-12T20:53

重要訊息 1000億美金的設投資都和設備商談過了沒
有設備瓶頸

By Hedda
at 2024-09-14T08:58

已反硬刷起來

By Puput
at 2024-09-15T01:52

攤完以後毛利才會衝短期可能要陣痛了

By Skylar Davis
at 2024-09-17T20:09

5nm第一季對比去年Q4佔比降了，現在要看第三季mt
k產品做完了沒

By Leila
at 2024-09-20T18:29

第二季看起來應該是先把7nm的需求消化完。大概要
捏到第三季

By Regina
at 2024-09-23T00:04

明天開漲

By Noah
at 2024-09-27T18:42

車用低毛利晶片被占掉產能了吧?

By Sierra Rose
at 2024-09-28T05:14

重要訊息過去三個月拿到重要客戶的承諾所以擴大先
進製程投資

By Madame
at 2024-09-28T20:57

Intel CEO和CC Wei大家相信誰？

By David
at 2024-10-01T18:58

跟intel的事情去年就談好了 roadmap都畫了快十年了

By Doris
at 2024-10-05T19:40

未來應該很猛，但產能還沒出來之前...

By Steve
at 2024-10-07T17:29

重要訊息 SoIC 2022大量應用 NV的新產品？

By Faithe
at 2024-10-11T10:30

Q2應該有低點可以接

By Isla
at 2024-10-15T21:12

阿不就我們偉大政府幫歪國人喬車用晶片?

By Elvira
at 2024-10-18T08:21

2023年產能才會出來的樣子...

By Skylar Davis
at 2024-10-22T15:21

我認為短空，這財報跟財測的高階晶片佔比降太多了
，表示市場需求根本沒出來，還是守在7nm. 等appl
e的n4 跟 mtk的n5出來才可能把佔比再擴大，長多是
intel的消息算正式的在法說會講出來了

By Frederica
at 2024-10-25T07:17

今年明年產能依舊吃緊

By Harry
at 2024-10-30T00:56

對的，Q3Q4可能獲利才會出來了...
Q2比Q1還慘

By Dinah
at 2024-11-02T13:28

客戶的市場會影響台積短期獲利

By Elvira
at 2024-11-04T23:48

毛利率下降，完了...

By Freda
at 2024-11-08T07:03

科技業本來就是Q2最慘這不是常識嗎

By Dinah
at 2024-11-12T02:27

這個沒噴我輸你

By Edith
at 2024-11-16T21:45

不是Q1最慘嗎怎麼變Q2最慘

By Necoo
at 2024-11-19T20:24

五窮六絕沒聽過嗎？

By Hardy
at 2024-11-20T12:29

5nm第一季佔比比較低是iphone12拉貨潮結束的關係
所以對應手機晶片出貨季減

By Jacky
at 2024-11-24T13:53

唉看來第二季GG股價是飆不起來囉
蘋果都是第二季還是第三季開始拉貨? 有點忘了

By Madame
at 2024-11-27T21:49

第三季

By Caitlin
at 2024-11-30T19:35

跟同期比略勝沒有很驚豔

By Harry
at 2024-12-02T09:28

2330 ,外:+7488 ;投:-75 ;自:+1382

By Hardy
at 2024-12-07T05:45

不要再吵無限多懂？

By Christine
at 2024-12-11T00:28

難怪尾盤噴出

By Michael
at 2024-12-11T20:25

長榮？別鬧了，除了報價還會什麼？這隻最不該漲

By Selena
at 2024-12-15T23:54

無腦多

By Christine
at 2024-12-17T02:50

已

By Hedwig
at 2024-12-19T15:27

adr 崩盤？

台積電第一季業績 - 股票

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