台積電與合一的選擇 - 股票
By Anthony
at 2020-11-16T12:24
at 2020-11-16T12:24
Table of Contents
: 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
台積電兩年20趴不會被笑的
目前來看受惠於5G跟HPC
一堆證券喊到700附近了
說兩年20%是否還真的太低估了
全台灣傾一國之力支撐的企業
就算套牢當傳家之寶也很好的
給你參考
至於合一給其他版友補充
--
: 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
台積電兩年20趴不會被笑的
目前來看受惠於5G跟HPC
一堆證券喊到700附近了
說兩年20%是否還真的太低估了
全台灣傾一國之力支撐的企業
就算套牢當傳家之寶也很好的
給你參考
至於合一給其他版友補充
--
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