外資力挺台積電喊買，目標價上看780元 - 股票

By Hedy
at 2021-03-29T16:35

Table of Contents

外資觀點：歐、美外資力挺台積電(2330)喊買，目標價分別上看650元及780元

2021/03/29 12:05 財訊快報／記者劉居全報導

針對英特爾宣布進軍晶圓代工，歐系及美系外資在新出爐的報告中都力挺
台積電(2330)，其中歐系外資重申「優於大盤表現」評等，目標價上
看650元；至於美系外資重申台積電「加碼」評等，目標價上看780元。

歐系外資表示，台積電受惠5G與運算需求，將帶動2020年至2025年年複合
成長率達10%-15%，今年資本支出將推升至250億-280億美元；儘管英
特爾宣布進軍晶圓代工，但仍是台積電客戶。至於台灣水情吃緊，目
前還在可控範圍，還未對台積電生產及成本帶來顯著影響，而台積
電努力維持毛利率約50%，決定重申「優於大盤表現」評等，目標價上看650元。

至於美系外資則表示，英特爾宣布進軍晶圓代工，但多數投資人不認
為會對晶圓代工產業帶來明顯衝擊，反而恐影響英特爾運用外部晶
圓代工服務能力來拉近與超微（AMD）等競爭者差距。目前英特爾最
大優勢是美國製造，不過隨著未來3到4年台積電與三星將陸續到美
國設廠，英特爾恐喪失這項優勢，重申台積電「加碼」評等，目標價上看780元。

https://fnc.ebc.net.tw/fncnews/stock/132488

心得/評論： ※必需填寫滿20字

台積電不斷招人找人進來

台積電就是成長

各大外資也力挺台積電(2330)喊買

看來前途看好

後勢看漲

成本575梯報到啦台積電(2330)長期看漲

買台積電就對了

成本575梯報到!

-----
Sent from JPTT on my iPhone

--

Tags: 股票

All Comments

By Tom
at 2021-03-31T06:28

又想騙我的錢包

By Sandy
at 2021-04-02T10:54

一直喊買一直賣

By Lydia
at 2021-04-06T14:22

又要出貨了？

By Candice
at 2021-04-06T17:19

早就歐印了

By Damian
at 2021-04-08T06:20

633T報到什麼時候要上來接我QQ

By Belly
at 2021-04-10T23:57

噴

By Ina
at 2021-04-13T01:48

外資連買兩天

By Kama
at 2021-04-17T09:59

780*0.8=624，要出貨了

By Michael
at 2021-04-19T12:56

喊多結果在賣

By Margaret
at 2021-04-21T01:35

出貨拉

By Yuri
at 2021-04-23T11:22

唬爛打個八折不就現在這個價位!!

By Rebecca
at 2021-04-25T20:06

586T報到

By Jake
at 2021-04-27T05:11

喊完快買啊屁話一堆

By Blanche
at 2021-04-28T17:00

今天換大哥出貨

By Ina
at 2021-05-03T10:45

才剛600又要出貨

By Agnes
at 2021-05-05T16:38

買買買

By Brianna
at 2021-05-10T13:12

死定了

By Frederica
at 2021-05-14T05:02

完了又要騙大家的GG

By Madame
at 2021-05-14T10:47

怎麼有熟悉的感覺

By Carolina Franco
at 2021-05-15T20:40

［新聞］英特爾放話添不確定台積電外資二年來首
降目標價
調降完今天買調升明天...

By Genevieve
at 2021-05-16T03:44

熟悉的感覺來囉 (倒貨)

By Elizabeth
at 2021-05-19T18:27

小兒力挺

By Enid
at 2021-05-21T06:05

小兒要認錯買嚕

By Mia
at 2021-05-24T12:32

明天繼續倒

By Skylar Davis
at 2021-05-26T12:29

小鵝不要亂喊好嗎？
GG上看1000

By Doris
at 2021-05-26T13:45

買買買

By Rachel
at 2021-05-28T13:28

gg...

By Annie
at 2021-05-30T23:01

明天至少倒個2萬張

By Annie
at 2021-06-03T15:25

完了漲兩天又開始要倒了

By Carol
at 2021-06-05T02:22

天崩地裂 GG

By Elvira
at 2021-06-05T21:33

不是870嗎？

By William
at 2021-06-08T17:15

買一天發現不對又想賣了

By Wallis
at 2021-06-13T10:07

外豬要準備高檔調節了???

By Kumar
at 2021-06-17T14:55

歐系是瑞士信貸還有誰?

By Emma
at 2021-06-17T16:00

打七折

By Adele
at 2021-06-19T07:01

糕點丸子

By Joe
at 2021-06-22T20:45

不是才剛降完目標價可以降了又升的嗎

By Tracy
at 2021-06-25T06:10

外資小鵝今天大買8千多張

By Olive
at 2021-06-29T19:32

就是要先降才能買低？

By Eartha
at 2021-07-01T06:09

幹小兒調高目標價..準備出貨了...GG下看570

By Annie
at 2021-07-02T23:48

外豬：力挺上看780（喂！營業員這檔680就就倒）

By Liam
at 2021-07-05T19:44

小鵝先買到680 我就信你780

By Jessica
at 2021-07-07T07:24

這上禮拜調降今天買，今天調升這週....？

By Callum
at 2021-07-08T06:00

還好啦通常是在山頂不斷調高目標價才是出貨，現在
跌成這樣應該不會直接割韭菜...吧
至少也小拉一下QQ

By Ina
at 2021-07-11T03:04

780x0.8 624要小心

By John
at 2021-07-12T09:48

小兒今天是買耶沒唬爛

By Thomas
at 2021-07-12T18:20

先買到680幫我抬轎

By Tom
at 2021-07-14T17:24

要出貨了

By Skylar Davis
at 2021-07-17T11:56

配合拉高目標價跟買超，一堆韭菜明天就跟進來囉
然後再慢慢出貨，溫水煮青蛙

By Valerie
at 2021-07-22T10:30

510還沒來？鴿空手

By Annie
at 2021-07-23T04:41

開始漲就一堆看多文拉高出貨囉

By Joseph
at 2021-07-23T20:46

外資至少要拉到670才會開始出貨

By Wallis
at 2021-07-24T20:59

572報到!!

By Thomas
at 2021-07-28T21:42

明天鋸齒鋸齒

By Lauren
at 2021-07-30T10:25

小兒快買我要出貨

By Steve
at 2021-07-30T14:27

這次過前高680開....始？

By Andrew
at 2021-08-03T23:53

我調低又調高打我啊

By Yedda
at 2021-08-06T19:04

出貨囉

By Barb Cronin
at 2021-08-10T19:20

外資小買讓股價抬升，再一次大量倒給傻戶，屢試不爽

By Ophelia
at 2021-08-12T08:37

出貨文來了

By Yedda
at 2021-08-17T07:51

出貨!

By Susan
at 2021-08-21T10:26

救命啊！我的多單

By Rosalind
at 2021-08-24T18:58

跟你說啦我要是外資我哪會讓你看出來我是要吃貨還
出貨我調升吃我調降也吃我下次就調升出調降也出

By Kristin
at 2021-08-26T21:44

正宗出貨文來了明天開高走低收最低？

By Megan
at 2021-08-28T13:47

才600就發出貨文，不是這樣玩的，外資小嫩嫩？

By Kyle
at 2021-09-01T09:15

這次我就調升價吃到飽讓你們跟再殺爆你

By Megan
at 2021-09-03T16:13

又要出貨了 99GG 99我QQ

By Ursula
at 2021-09-07T22:49

99 599t 5555

By Irma
at 2021-09-11T20:38

水喔，阿行事曆呢?

By Bennie
at 2021-09-13T08:36

丸子

By Daph Bay
at 2021-09-15T07:27

快拉上去救我

By Regina
at 2021-09-19T01:43

516T 2張幫抬轎謝謝

By Elizabeth
at 2021-09-23T14:02

好出貨文明天跌停賣

By Genevieve
at 2021-09-27T15:07

610t 995

By Irma
at 2021-09-29T18:39

又有人在幻想自己是外資，笑死...

By Hedda
at 2021-10-04T11:42

保險理賠的部分可以跟欣興請教
推錯

By Joseph
at 2021-10-06T11:52

又來了

By Blanche
at 2021-10-06T16:08

割韭菜囉

By Rebecca
at 2021-10-08T22:56

By Noah
at 2021-10-13T12:58

下雨之前都別來說

By Kama
at 2021-10-14T19:29

629T納涼中暑假前應該都沒我事

By Isabella
at 2021-10-16T08:16

又亂喊

By Edith
at 2021-10-18T13:47

679t出來喊一下XD

By Erin
at 2021-10-23T05:00

我只能說英特爾這件事應該算近期的利空出盡
至於是否能從599攻上新高,就很難講

By Madame
at 2021-10-23T12:24

看到這種新聞就覺得很恐怖

By Regina
at 2021-10-27T02:38

看來這家套很慘

By Blanche
at 2021-10-27T11:58

明天先跌再拉

By Tracy
at 2021-10-30T23:07

外資又來了，結果明天又賣？

By Skylar DavisLinda
at 2021-11-04T07:37

信號

By Edward Lewis
at 2021-11-07T21:25

不是啊怎麼越說越低是怎樣

By Queena
at 2021-11-12T03:23

怎麼不是870

By Regina
at 2021-11-12T12:33

在騙阿幹我被騙一次就學乖了

By Rebecca
at 2021-11-12T21:32

也太快出貨了吧

By Tracy
at 2021-11-17T21:03

578T報到

By Eden
at 2021-11-21T18:26

結果大買的是瑞信，明天一定倒

By Ursula
at 2021-11-25T04:06

要賺不自己賺拉大家一起賺真佛心～

By Poppy
at 2021-11-25T05:31

一直喊一直賣一直爽

By Ingrid
at 2021-11-28T07:48

587T報到

By Cara
at 2021-11-28T11:39

=====清明前信號懂的都懂

By Heather
at 2021-12-02T03:02

吵屁喔本來就一直在買啊

By Una
at 2021-12-03T00:31

小兒也玩隔日沖?!

By Una
at 2021-12-05T11:08

又再騙

By Tristan Cohan
at 2021-12-09T18:03

你知道已經有人喊1000了嗎？

By Rachel
at 2021-12-13T12:47

丸子

By Xanthe
at 2021-12-17T17:33

澡糕

By Isabella
at 2021-12-18T02:10

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

By Ethan
at 2021-12-18T18:56

小兒乖乖來抬轎唄（笑

By Charlie
at 2021-12-20T00:22

3月底收盤價一定會過620!

By Poppy
at 2021-12-23T09:18

我喊786塊機掰郎!

By Bethany
at 2021-12-26T01:32

所以前陣子是賣爽的？

By Oliver
at 2021-12-31T00:17

出貨文

By Isabella
at 2022-01-02T09:11

外資的GG錯亂惹，上上下下 QQ

By Olivia
at 2022-01-06T04:17

漲了喊多、跌了喊空

By Elma
at 2022-01-09T14:31

浪費我時間賣掉買高端疫苗早賺翻了

By John
at 2022-01-13T21:19

臉書上還有某網紅喊上2000 笑死

By Mia
at 2022-01-16T18:36

有人上車，才能出貨

By Skylar DavisLinda
at 2022-01-17T13:10

Intel下單台積—>台積漲
Intel不下—>AMD利多—>台積利多

By Dinah
at 2022-01-19T02:21

出一張最嘴先買個10萬張再來說力挺啦

By Oliver
at 2022-01-19T21:43

這個位階拉G不就要上萬七？

By James
at 2022-01-22T01:58

才600就在出貨

By Joe
at 2022-01-24T20:42

679T 續抱

By Frederica
at 2022-01-25T07:17

反正早晚要上八百，何不本週就上

By Callum
at 2022-01-27T05:25

波音747！

By Yuri
at 2022-01-30T21:49

625t求即刻救援

By Ophelia
at 2022-02-04T17:54

既然要買回來，當初何必狂賣

By Linda
at 2022-02-08T02:05

595T 買台積沒在賣

By Dora
at 2022-02-08T22:24

780要我賣？門都沒有

By Skylar Davis
at 2022-02-10T02:02

蒸的丸子

By Kristin
at 2022-02-11T03:39

我上看870

By Hazel
at 2022-02-15T20:42

1喔喔我好興奮阿我好興奮阿

By Eden
at 2022-02-16T19:55

GG當然是上看1000

By Suhail Hany
at 2022-02-17T03:33

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

By Kelly
at 2022-02-17T13:03

我們1000接你各位趕緊買上來

By Una
at 2022-02-19T23:48

595T前來報到

By Todd Johnson
at 2022-02-21T05:23

明天拉高出貨

By Elma
at 2022-02-23T02:48

開割開割

By Andy
at 2022-02-23T15:34

又要出貨了空單預備中

By Mary
at 2022-02-25T05:59

不過現在記者也太廢連外資名字都不敢寫？

By Caroline
at 2022-03-01T19:18

GG都上看1000了，還有人倉庫裡沒有的嗎？

By Kristin
at 2022-03-02T10:21

某日系外資重申受惠於半導體需求持續成長淡季不淡
台積電目標價上看987元（這樣可以當財經記者嗎？
）

By Andy
at 2022-03-03T09:16

肯定是要出貨...

By William
at 2022-03-04T20:54

又來放話了

By Yuri
at 2022-03-07T00:43

又來了今天拉高明天出貨

By Olga
at 2022-03-07T04:45

645T報到

By Kumar
at 2022-03-11T05:28

680T報到

By Irma
at 2022-03-14T15:04

那上禮拜在幹嘛？
真的隨便喊XDD

By Kristin
at 2022-03-17T09:06

出貨大賽開始

By Noah
at 2022-03-17T11:06

還好今天先出一半了

By Lydia
at 2022-03-22T02:24

每次外資喊盤都是一種訊號

By Elma
at 2022-03-24T13:27

白癡又開始了

By Adele
at 2022-03-27T13:28

拉高出貨盤

By Zanna
at 2022-03-28T05:36

送暖

By Vanessa
at 2022-04-01T08:18

還好580已出清

By Lydia
at 2022-04-02T15:52

780*0.8=624 幹!繼續套

By Ivy
at 2022-04-02T20:47

654好冷

By Brianna
at 2022-04-06T05:10

糕

By Eden
at 2022-04-09T02:53

小買二天就想騙出貨

By George
at 2022-04-11T11:09

外資演哪齣

By Kumar
at 2022-04-14T05:48

謝謝外資提醒明天開高先空2張

By Hedwig
at 2022-04-17T00:38

780是多瞧不起大gg

By Dorothy
at 2022-04-19T11:50

是不是想騙人家皮夾裡的東西

By Todd Johnson
at 2022-04-19T21:16

想騙票也多買幾天

By Margaret
at 2022-04-24T13:38

是不是想騙人家尿尿的地方

By Lucy
at 2022-04-26T21:07

284T站粗乃

By Agnes
at 2022-04-29T04:52

人家前幾天好幾篇都說現買現套耶

By Tom
at 2022-05-01T01:46

585t 瑟瑟發抖

By Zenobia
at 2022-05-03T08:08

600上不去有沒有很害怕頭頭低底底低

By Carolina Franco
at 2022-05-08T07:37

完了，要崩了

By Delia
at 2022-05-08T17:13

整天亂喊真的笑死

By Tristan Cohan
at 2022-05-11T20:23

放羊的孩子
研究單位可以這樣亂喊喔？

By Elvira
at 2022-05-14T10:06

丸

By Mason
at 2022-05-19T05:07

600站穩再說

By Charlotte
at 2022-05-22T11:58

已經大賣多少了！？

By Olga
at 2022-05-24T23:36

無限多

By Tristan Cohan
at 2022-05-25T23:42

我的目標價1000

By Donna
at 2022-05-26T23:34

又來又要出貨了

By Madame
at 2022-05-30T01:18

出貨文

By Kelly
at 2022-06-01T14:49

外資們混亂中

By Callum
at 2022-06-06T12:55

670報到..
這次真的要貸款歐印了

By Kyle
at 2022-06-08T13:25

唉，又要崩一段了

By Madame
at 2022-06-10T19:15

這美系外資是閒聊鄉民吧！

By Ula
at 2022-06-12T06:18

310 到

By Wallis
at 2022-06-13T09:37

靠又來亂喊要獲利了結

By Valerie
at 2022-06-13T23:28

國X的會喊盤然後狂倒貨大賺

By Dorothy
at 2022-06-15T16:40

短期600 年底擴廠增產700 穩穩賺就好

By Dinah
at 2022-06-19T14:23

670山頂好冷

By Damian
at 2022-06-24T05:48

靠U，等我解套再喊好嗎，這種一看就是到貨

By Aaliyah
at 2022-06-24T07:53

買在670的快笑死了 60幾萬被套住不能動

By Kristin
at 2022-06-24T23:01

外資減上看表示可以空囉

By Callum
at 2022-06-28T09:15

出貨文

By Queena
at 2022-06-29T13:11

這劇情上演幾次了

By Ophelia
at 2022-06-30T22:21

哪次沒喊買，哪次不買爆

By Jessica
at 2022-07-01T13:26

靠杯喔拉2天就差不多要出貨了喔幹

By Margaret
at 2022-07-03T09:52

外資不要整天割韭菜

By Belly
at 2022-07-07T20:37

買起來買起來

By Iris
at 2022-07-11T08:27

603t在其中報到

By Margaret
at 2022-07-15T16:06

又要出貨了

By William
at 2022-07-16T03:50

出貨囉

By Jacob
at 2022-07-19T07:49

明天要崩了拜託再讓我撿570的

By Todd Johnson
at 2022-07-22T22:09

完惹

By Jake
at 2022-07-23T06:53

慘

By Suhail Hany
at 2022-07-26T19:06

別再喊了

By Irma
at 2022-07-30T16:04

這種新聞就是要出貨，明天要大怒神了

By Eartha
at 2022-08-04T12:31

584T來了

By Irma
at 2022-08-08T03:25

越喊越低嗎？

By Joe
at 2022-08-11T17:02

GG上看1000台股20000點這是基本的

By Rachel
at 2022-08-16T10:57

蒸丸

By Sierra Rose
at 2022-08-20T20:58

喊這麼高就給我買到這麼高

By Bennie
at 2022-08-24T19:46

個人上看1000，但你先買我OK的啦

By Annie
at 2022-08-27T00:35

我ok你先買

外資力挺台積電喊買，目標價上看780元 - 股票

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