台積電都跌到230元了 法人坦言:買點仍?1 - 股票

By Daph Bay
at 2019-05-30T16:49
at 2019-05-30T16:49
Table of Contents
https://udn.com/news/story/7251/3842774
2.原文內容:
經濟日報 記者楊伶雯╱即時報導
外資連續賣超台股,權王台積電(2330)已遭外資連續賣超18日,近期更陸續有外資下修
台積電目標價,加上美中貿易戰、華為風暴仍在延燒中,雖然今(30)日股價止穩,但多
位法人坦言,台積電買點還沒到,提醒反彈恐有一日行情之虞,若要搶短線反彈手腳要非
常快。
台積電持續遭外資提款,隨著美中貿易戰的延燒,外資從5月6日開始已連續18個交易日賣
超台積電,合計賣超20萬7,603張,股價更是從4月24日的269元歷史高價走跌,波段跌幅
約14%,市值縮水近兆元;近期外資也傳出看淡台積電的聲音,下修目標價,由3字頭調降
至2字頭。
外資陸續出具下修台積電目標價的報告,美系外資重申加碼評等,但調降目標價,由原先
的300元下修至275元;歐系外資將台積電目標價由300元下調至270元,重申優於大盤表現
評等;另一家美系外資重申中立評等,目標價235元;亞系外資重申減碼評等,目標價下
看203元。
華南投顧董事長儲祥生表示,下半年受華為風暴及貿易戰的雙重影響,市場對半導體景氣
存有疑慮,若無法和緩恐將進一步衝擊半導體的需求,台積電當然會受影響;兆豐國際投
顧認為,台積電股價要反彈,先看美中貿易戰及華為事件的後續發展。
除了美中貿易戰等不確定因素外,法人圈也傳出台積電第3季恐將下修營收預估值,進一
步影響全年營收及獲利的表現,雖然台積電日前仍重申對全年的財測成長目標不變,但在
不確定的變數下,法人普遍表示應先靜觀其變,不急著進場買進。
台積電短線急跌,今日股價則是止穩,早盤以230元小紅開出,一度拉升至231元,挑戰5
日線,盤中漲幅0.21%;證券分析師黃漢成表示,需提防反彈僅是一日行情,搶短的手腳
要非常快。
黃漢成表示,台積電本波跌的太快,今日止穩以技術面修正居多,在外資賣超未減輕,且
未出現持續的大買超前,想要上漲還沒那麼快,也不可能出現V型反轉。
法人表示,台積電股價已反映外資降評等因素,有機會反彈,但在外資賣壓未解除前反彈
幅度有多大還要觀察,股價下跌已近於尾端,建議不要殺低,先靜觀其變。
3.心得/評論:
1.各家下修目標價
2.貿易戰延燒中
3.法人普遍表示應先靜觀其變,不急著進場買進。
只差老謝出來打落水狗
--
2.原文內容:
經濟日報 記者楊伶雯╱即時報導
外資連續賣超台股,權王台積電(2330)已遭外資連續賣超18日,近期更陸續有外資下修
台積電目標價,加上美中貿易戰、華為風暴仍在延燒中,雖然今(30)日股價止穩,但多
位法人坦言,台積電買點還沒到,提醒反彈恐有一日行情之虞,若要搶短線反彈手腳要非
常快。
台積電持續遭外資提款,隨著美中貿易戰的延燒,外資從5月6日開始已連續18個交易日賣
超台積電,合計賣超20萬7,603張,股價更是從4月24日的269元歷史高價走跌,波段跌幅
約14%,市值縮水近兆元;近期外資也傳出看淡台積電的聲音,下修目標價,由3字頭調降
至2字頭。
外資陸續出具下修台積電目標價的報告,美系外資重申加碼評等,但調降目標價,由原先
的300元下修至275元;歐系外資將台積電目標價由300元下調至270元,重申優於大盤表現
評等;另一家美系外資重申中立評等,目標價235元;亞系外資重申減碼評等,目標價下
看203元。
華南投顧董事長儲祥生表示,下半年受華為風暴及貿易戰的雙重影響,市場對半導體景氣
存有疑慮,若無法和緩恐將進一步衝擊半導體的需求,台積電當然會受影響;兆豐國際投
顧認為,台積電股價要反彈,先看美中貿易戰及華為事件的後續發展。
除了美中貿易戰等不確定因素外,法人圈也傳出台積電第3季恐將下修營收預估值,進一
步影響全年營收及獲利的表現,雖然台積電日前仍重申對全年的財測成長目標不變,但在
不確定的變數下,法人普遍表示應先靜觀其變,不急著進場買進。
台積電短線急跌,今日股價則是止穩,早盤以230元小紅開出,一度拉升至231元,挑戰5
日線,盤中漲幅0.21%;證券分析師黃漢成表示,需提防反彈僅是一日行情,搶短的手腳
要非常快。
黃漢成表示,台積電本波跌的太快,今日止穩以技術面修正居多,在外資賣超未減輕,且
未出現持續的大買超前,想要上漲還沒那麼快,也不可能出現V型反轉。
法人表示,台積電股價已反映外資降評等因素,有機會反彈,但在外資賣壓未解除前反彈
幅度有多大還要觀察,股價下跌已近於尾端,建議不要殺低,先靜觀其變。
3.心得/評論:
1.各家下修目標價
2.貿易戰延燒中
3.法人普遍表示應先靜觀其變,不急著進場買進。
只差老謝出來打落水狗
--
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