台積電震驚全球!爆驚天擴產後 洩外資認 - 股票
By Olga
at 2021-04-02T06:36
at 2021-04-02T06:36
Table of Contents
原文標題:台積電震驚全球!爆驚天擴產後 洩外資認錯大暴買時間
(請勿刪減原文標題)
原文連結:https://reurl.cc/pmVEgd
(請善用縮網址工具)
發布時間:2021-04-01 19:35
(請以原文網頁/報紙之發布時間為準)
原文內容:
台積電在公開資訊觀測站的最新官方聲明,「為了因應市場需求,台積公司預計在接下來
三年投入美金1000億元增加產能,以支持領先技術的製造和研發」;證實了台積電發給IC
設計客戶的信件內容為真,台積將準備砸千億美元的資本支出,在未來3年蓋廠擴產能!
筆者認為,這將近3兆台幣的資本支出規模,將震驚全世界包括華爾街的外資法人,預料
接下來各外資券商在連假期間或之後,會紛紛調升台積電的目標價與展望,以及更確立台
積電的競爭優勢,以及跟三星、英特爾等廠的差距,先前英特爾新CEO說今年將花200億美
元蓋新廠,台積是3年1000億美元,年均333億美元是英特爾的1.6倍多,所以差距只會越
來越大,至少5年內它們是不可能追趕上台積電的。
而且,雖然此消息在盤中已經傳開,但是官方盤後才證實,筆者認為此利多還沒有完全發
酵,更精彩的大行情與外資認錯回補效應,將在下週與4月開始顯現,所以投資朋友可在
此連假期間,密切注意台積電ADR於美股的走勢與溢價狀況,來預估下週二的開盤行情。
先前著名的ARK基金,女股神伍德(Wood)為了彌補特斯拉的下跌虧損,以賣台積電ADR來彌
補,這次看到台積電紮紮實實的資本支出,非常可能會回補台積電,然後帶動華爾街各大
基金,再次進場買台積電,這是絕對有可能的!
台股加權指數今(1)日創下新高16,602點,但台積電卻還未填息,櫃買也頻創2007年7月以
來的新高,代表台股真的很強,護國群山勇敢站出來接棒。如果台積電在此大利多之後,
能再上漲個100元,那將貢獻大盤至少800點的點數,保守估計都能讓大盤創高到17,200-1
7,400點,所以台股上萬七不是夢!
日前金管會主委黃天牧說萬六有點高,這是不爭的事實,因為站在歷史高點往下看,當然
有點高,12,682點也覺得高、13,031點也覺得高、萬四、萬五、萬六哪次往下看不覺得高
。總之,股民先不必擔心台股會泡沫化,還不到時候,至少在2年內零利率與不升息的環
境下,加上台積電驚天地並泣鬼神的擴產能舉動,讓台股與台積電有三尊「頭」走勢,外
資回頭、磕頭、再埋頭買股,所以台股在金牛年會牛氣沖天,這是非常合理也可以預期的
事。
(本文作者為摩爾投顧投資長郭哲榮)
心得/評論:
郭哲榮aka哲哲aka投資長aka(經濟日報台股王 ,單週績效紀錄保持人,同時也是全台灣lin
e telegram粉絲人數最多,演講講座場場爆滿,最受歡迎的分析師)早已將一切的一切都預
告在前, 3/11驚天預告以證明哲哲未來人的身分
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