台積電與合一的選擇 - 股票

By Ivy
at 2020-07-10T14:29
at 2020-07-10T14:29
Table of Contents
各位大大 午安
小弟最近有一筆閒錢大約120萬想要入場
但是一直在猶豫要選哪張
1.台積電 太耳熟能詳了
是一家真正賺錢的大公司
甚至在同業競爭中 略有小幅的領先地位
優點是 之後還有5G等題材可能受惠 而且是真正獲利且不斷成長
缺點是 怕終端需求減弱導致營收下滑 技術被三星等追上之類的
2. 合一 最近很熱門的標的
但是這家公司 尚未賺錢
雖然未來有極大的可能賺錢但是股價也相對的高漲了
優點是 股本相對小 若未來的專利藥真的賺錢 可能以後的EPS真的會很高
未來價值有很大的成長空間
股票最近受到大量個關注 若繼續向上可能真的每天都可以賺10%
缺點是 未知的風險是以後有解決糖尿病的其他方法問世
目前的獲利能力很難預估
短線投機客太多 一旦股價未如預期上漲 會有很大的賣壓
仔細想想現在如果我買台積電會不會被笑傻啊?
台積可能兩年才賺20%
買合一兩天就20%了
有高手能建議我怎麼買嗎?或是願意分享 分析分析這兩張股票嗎?
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