外資喊買台積電目標價上調到600元 - 股票

By Damian
at 2020-10-07T12:13

Table of Contents

https://udn.com/news/story/7251/4916333

外資喊買台積電目標價上調到600元

2020-10-07 10:32 經濟日報 / 記者楊伶雯/即時報導

https://uc.udn.com.tw/photo/2020/10/07/2/8701311.jpg

台積電。聯合報系資料照

蘋果宣布新品發表會將在10月13日（台北時間14日）舉辦，市場預期5G iPhone將正式登
場，趕在台積電（2330）9月營收及下周法說會前，亞系外資最新報告重申買進評等，且
一口氣將目標價由460元調高至600元，主要就是看好蘋果新機效應。

蘋果宣布將在美西時間13日上午10時（台北時間14日凌晨1時）舉行線上新品發表會，邀
請函以「嗨，速度」（Hi, Speed）為主題，市場認為5G版iPhone即將發表，且最快可在
16日開始預購。

蘋果首款5G iPhone將上市，亞系外資認為，新機價格門檻降低且支援5G，預估將可能引
爆2014年以來最大換機潮，台灣相關蘋果供應鏈中，台積電通吃蘋果A14處理器、及新款
Mac系列ARM架構處理器，看好台積電明年蘋果訂單將年增42%。

亞系外資表示，台積電5奈米先進製程優勢下，將同步受惠平均銷售單價提高的題材，亞
系外資預估，台積電第3季營收將季增9%，隨著iPhone 12推出，預估第4季營收季增8%，
較市場原來的持平看法優。

亞系外資指出，明年5奈米製程放量將同步推升營收、毛利率及獲利，上修今明年每股盈
餘估，分別從年增2%、10%調高至3%、18%，且重申買進評等，目標價由原先的460元調高
至600元。

台積電今（7）日開低走高，早盤以435元開出，下跌4.5元，盤中翻紅拉升至441.5元，上
漲2元，盤中漲幅0.11%。

心得/評論：

根據新聞亞系外資最新報告重申買進評等，
且一口氣將目標價由460元調高至600元，主要就是看好蘋果新機效應。
長期來看台積電有領先同業的優勢，不過炒短線不是好選擇。

--
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--

Tags: 股票

All Comments

By Genevieve
at 2020-10-09T18:18

來惹

By Kumar
at 2020-10-13T21:52

丸子

By Yedda
at 2020-10-14T23:45

完惹

By Franklin
at 2020-10-19T00:04

外資每次喊高都沒好事

By Adele
at 2020-10-22T03:50

.....

By Tom
at 2020-10-24T08:29

別啊我的還沒賣掉

By Elma
at 2020-10-28T16:58

600T

By Tom
at 2020-10-31T23:57

雞雞還可以貢獻大盤2000點嘻嘻

By Isabella
at 2020-11-01T04:08

真的丸惹

By Lauren
at 2020-11-03T22:40

翻譯：韭菜快跳進來讓我們割呀~

By Joseph
at 2020-11-05T20:27

現在超便宜還不趕快多買一些

By Liam
at 2020-11-10T04:05

讚讚讚報告文出沒配合谷大師開示

By Blanche
at 2020-11-10T11:23

下不去只好往上喊

By Isabella
at 2020-11-14T10:15

出貨囉

By Queena
at 2020-11-17T12:54

蘋果換機潮?那怎不買蘋果? 阿不對最近蘋果弱的要死

By Gilbert
at 2020-11-19T11:50

萬2是低點萬5是目標

By Rae
at 2020-11-22T19:03

先打8折看

By Elizabeth
at 2020-11-25T03:52

欸外資你幹嘛啦

By Odelette
at 2020-11-26T03:58

又有呆子要去追45X的台積電

By Gilbert
at 2020-11-30T02:39

466t:

By Olivia
at 2020-12-04T08:13

等下！我還沒上車啊

By Charlotte
at 2020-12-08T01:00

中肯、實在！

By Tristan Cohan
at 2020-12-10T04:19

這次打幾折？我覺得75折差不多

By Delia
at 2020-12-14T08:04

老梗

By Zenobia
at 2020-12-17T18:35

這那家？野村？

By Todd Johnson
at 2020-12-18T09:30

會為了5G換機的我看很有限吧

By Agatha
at 2020-12-19T02:16

還沒上車現在上，不要只會喊

By Charlotte
at 2020-12-21T19:27

打八折=480....還是破歷史新高啊

By Queena
at 2020-12-25T19:09

丸子

By Iris
at 2020-12-29T15:12

外資:快來高價接我的GG股票!!

By Todd Johnson
at 2020-12-31T23:36

466學長們都還沒解套會不會喊太早

By Margaret
at 2021-01-02T08:03

丸子

By Frederic
at 2021-01-07T00:44

通通關起來騙錢仔

By Lucy
at 2021-01-11T21:23

430放著最近都在盤整

By Vanessa
at 2021-01-15T01:05

噴噴

By Franklin
at 2021-01-19T01:34

440以上有15000張新聞太猛了

By Thomas
at 2021-01-22T02:27

開砂石車倒貨囉你各位還不快來接

By Selena
at 2021-01-24T23:23

推文開放喊價最高的贏的

By Edwina
at 2021-01-25T05:04

所以現在是480左右

By Carol
at 2021-01-26T22:34

逃命反彈，你各位還不逃

By Audriana
at 2021-01-27T16:03

還沒賣

By Noah
at 2021-01-30T21:46

又要開始喊價了上次喊發哥1200

By Frederic
at 2021-02-03T13:51

600台股不就15000了

By Sandy
at 2021-02-06T06:57

又開始亂喊了

By Yuri
at 2021-02-06T11:55

我喊800

By Donna
at 2021-02-09T19:52

每次喊都是出貨

By Dinah
at 2021-02-11T06:54

我OK 你先調

By Margaret
at 2021-02-15T09:22

打8折看來還有點距離

By Caroline
at 2021-02-16T16:36

大爆噴

By Frederic
at 2021-02-21T10:07

外資每次喊哪次沒達標xd

By Daniel
at 2021-02-25T18:21

匯豐、里昂喊600
Aletheia喊590
460沒破之前看看就好

By Aaliyah
at 2021-02-28T22:35

我喊900

By Steve
at 2021-03-03T19:56

丸子

By Isla
at 2021-03-05T16:07

完了

By Madame
at 2021-03-10T03:49

樓下刷一排出貨

By Rachel
at 2021-03-13T12:44

https://i.imgur.com/530u7eV.jpg

By William
at 2021-03-18T07:31

喊多久了

By Suhail Hany
at 2021-03-22T07:58

又來了又來了出貨囉

By Elvira
at 2021-03-22T14:14

我342T，我驕傲。

By Skylar DavisLinda
at 2021-03-24T19:15

麥嘎拎杯齁爛

By Kumar
at 2021-03-27T06:47

上看1000

By William
at 2021-03-29T20:20

今天這麼長一根，可以賣了呵呵

By Madame
at 2021-03-30T14:09

喊得震天價響，不要到時候iPhone銷售量創新低
這就好笑了，雖然我也是用蘋果手機，但今年韭菜們

By Genevieve
at 2021-03-30T23:13

有錢換新手機嗎？慢慢看吧

By Ethan
at 2021-04-03T12:22

十年內上看2000

By Irma
at 2021-04-05T15:28

每天都在喊靠北

By Wallis
at 2021-04-08T15:02

趁發表會喊爽的，發表會完出貨啦

By Lily
at 2021-04-13T07:15

ptt反指標，一堆人不看好可以買

By Belly
at 2021-04-17T19:46

iphone銷售量創新低？？好天真

By Erin
at 2021-04-19T04:24

法說會隔天該不會漲停吧吃貨兩個月了

By Odelette
at 2021-04-22T03:56

陪aapl一起出貨啊

By Anonymous
at 2021-04-25T11:52

iphone12銷售肯定誇張高，華為+5G+報復性消費

By Annie
at 2021-04-27T01:09

你媽的外資整天亂喊價

By Michael
at 2021-04-27T19:28

iphone12肯定賣得好，GG可以站穩450

By Erin
at 2021-04-29T03:43

台積電雖然讓我賺了一台進口車，但是我也只換Note20
U阿，我是不是太勤儉持家了阿?阿 PS5跟XBOX都搶不
到

By Charlotte
at 2021-05-02T04:52

但是如果真的賣不好（機率極低）會跌到400初

By Anthony
at 2021-05-03T09:49

丸子

By Oliver
at 2021-05-06T12:19

我就會買 Iphone12 pro max 啊還在那邊銷量不好

By Tracy
at 2021-05-11T06:07

站穩500 短線600 長線1000

By Odelette
at 2021-05-14T03:47

iPhone信仰懂？

By Dorothy
at 2021-05-16T22:34

https://i.imgur.com/aan12nI.jpg
昨天扣款又套在高點，桑心

By Kyle
at 2021-05-17T06:29

台積600台股大概萬四了

By Quanna
at 2021-05-17T21:14

https://i.imgur.com/dIIVae5.jpg

By Joseph
at 2021-05-19T02:28

出貨文

By Ursula
at 2021-05-20T22:16

喊高就是要出貨的意思

By Hedy
at 2021-05-21T20:00

外資想要賣？

By Elizabeth
at 2021-05-23T12:50

今天拉上去給外資出貨，內資賺莊家

By Puput
at 2021-05-25T02:35

幫GG RIP

By Hardy
at 2021-05-29T01:34

亞系外資是哪一家？

By Ingrid
at 2021-05-30T11:43

欸不對今天又在漲三小?

By Daniel
at 2021-06-02T13:32

2000

By Sandy
at 2021-06-07T06:37

快點上去外資好倒貨

By Elizabeth
at 2021-06-10T07:58

麥格理或野村哥吧

By Poppy
at 2021-06-14T13:47

怎麼都不寫那家亞系外資?是不是想騙我放錢的地方?

By Mary
at 2021-06-19T05:58

又是你嗎野村

By Hamiltion
at 2021-06-20T02:19

出貨百分百

By Carolina Franco
at 2021-06-23T06:37

匯豐啦港商匯豐
感覺被人家警告了，現在都不寫哪家

By Cara
at 2021-06-24T15:32

出貨都你在出喊價也你在喊

By Lydia
at 2021-06-25T12:52

先出貨給妳吃接著就創新高哪次不是這樣

By Lucy
at 2021-06-29T15:05

GG基本上外資喊高價就是賣點呵呵

By James
at 2021-06-29T20:46

來喔來喔這裡有好吃的台積電喔（出貨

By Oscar
at 2021-07-04T02:50

外資想出貨，嘻嘻

By John
at 2021-07-04T09:09

訊號出來了

By Blanche
at 2021-07-08T20:21

出貨文來囉

By Quintina
at 2021-07-09T23:11

其實每次喊gg 都覺得又再亂喊出貨

By Callum
at 2021-07-13T08:08

http://i.imgur.com/8tNuX9B.jpg

By Zanna
at 2021-07-14T04:02

匯豐挺台積電目標價再添一家600元。原來是匯豐

By Frederic
at 2021-07-18T14:55

要出貨可以 380不二價

By Queena
at 2021-07-22T10:04

出大頭貨啦,台積電成長動能這麼強勁,出個鬼貨

By Adele
at 2021-07-23T07:25

但幾個月後回來看確實都有達標

By Barb Cronin
at 2021-07-26T20:32

翻譯：我要出貨你們快進來買

By Anthony
at 2021-07-31T03:26

昨天才剛發薪水要加碼台積電，竟不給機會

By Liam
at 2021-08-01T09:33

準備拉G盤

By Belly
at 2021-08-02T08:29

靠北

By Aaliyah
at 2021-08-05T07:46

昨日的高點今日的買點明日的低點

By Oliver
at 2021-08-05T15:59

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

By Gilbert
at 2021-08-09T18:42

外資：超級買

By Aaliyah
at 2021-08-10T05:04

公道價 810.00

By Valerie
at 2021-08-13T03:22

勿忘外資提款機

By Steve
at 2021-08-17T05:12

噴噴噴

By Ophelia
at 2021-08-21T03:28

韭菜要播種了

By Ethan
at 2021-08-22T19:58

你買多少

By Gary
at 2021-08-23T15:04

欸欸可是真的快460ㄌ

By Hedy
at 2021-08-24T01:37

明天大出貨日

By Elvira
at 2021-08-28T12:59

喊600現在幹嘛不歐印

By Michael
at 2021-09-01T12:53

早就All in 可惜沒錢惹

By Selena
at 2021-09-04T19:03

快下來，我想買

By Hardy
at 2021-09-06T02:09

讚超級買進

By Suhail Hany
at 2021-09-09T14:22

打75折差不多

By Zanna
at 2021-09-13T00:18

出貨

By Genevieve
at 2021-09-13T23:07

還好今天賣了

By Jacob
at 2021-09-14T15:46

外資沒一次他媽的對過

By Brianna
at 2021-09-17T23:35

又出貨

By Kumar
at 2021-09-22T05:14

收割文

By Emma
at 2021-09-22T11:41

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

By George
at 2021-09-23T04:42

完了今天沒跑

By Kumar
at 2021-09-25T12:28

466T解套文

By Steve
at 2021-09-28T07:23

天啊要跌了

By Annie
at 2021-09-29T11:47

買啊，哪次不買

By Elma
at 2021-09-30T01:44

快逃

By Aaliyah
at 2021-10-04T01:13

該逃囉

By Joseph
at 2021-10-08T12:22

出貨訊號

By Odelette
at 2021-10-11T13:03

不知道要放到啥時 iphone 還是zen3

By Erin
at 2021-10-15T08:20

刷起來了台股蒸蒸日上

By Yuri
at 2021-10-16T14:16

買啊哪次不買了外資買到六百

By Hedda
at 2021-10-20T18:11

外資每年都在喊推文每年也在喊出貨
ID都不知道換幾輪了沒幾個有印象

By Daph Bay
at 2021-10-25T02:43

哲哲說500就該出清了

By Ingrid
at 2021-10-28T08:50

還好先跑了

By Caitlin
at 2021-11-01T16:58

上次喊上調的那家沒幾天就瘋狂出貨了...

By Kristin
at 2021-11-02T12:41

太爽了我要把房子貸了歐映台GG

By Sandy
at 2021-11-07T08:20

懂的都懂出貨文

By Anthony
at 2021-11-07T10:51

準備要迎接低點了

By Skylar DavisLinda
at 2021-11-12T04:20

打個8折看就是480元，應該10月就會看到

By Andy
at 2021-11-14T12:45

PS5的相關晶片和IPhone甚至Xbox一起拉抬？
我想應該一起大賣吧？

By Ingrid
at 2021-11-19T08:04

完惹繃繃

By Cara
at 2021-11-21T01:09

怕.jpg

By Heather
at 2021-11-22T09:34

定期定額路過...zzz

By Hamiltion
at 2021-11-27T08:04

好像還沒填息齁？！

By Frederica
at 2021-11-30T07:24

我加到888 大家發發發

By Eartha
at 2021-12-02T06:22

又再喊了，幹...

By Olive
at 2021-12-02T23:55

500

By Rosalind
at 2021-12-06T07:12

漲個2天，又來了

By Hedwig
at 2021-12-06T20:54

466表示

By Christine
at 2021-12-07T15:29

肯砸錢才是真的啦

By Ula
at 2021-12-10T17:19

偷偷告訴你會到1000喔

By Steve
at 2021-12-10T21:35

台G600大盤不就萬五

By Faithe
at 2021-12-12T21:57

466T表示：外資你他X搞我啊

By Annie
at 2021-12-15T20:39

拜託先不要

By Selena
at 2021-12-17T22:00

出貨文

By Hamiltion
at 2021-12-20T07:28

漲時喊漲罷了明天gg跌個狗吃屎

By Mia
at 2021-12-22T06:54

不然叫他明天直接下單599 敢不敢

By Selena
at 2021-12-26T04:47

天涼了山頂冷

By Oliver
at 2021-12-31T04:32

600 ==

By Franklin
at 2021-12-31T16:07

466 死了了

By Erin
at 2022-01-02T02:43

該賣惹

By Lucy
at 2022-01-05T16:02

明天出貨大崩盤

By David
at 2022-01-05T18:40

這是在召喚韭菜嗎？每次喊買就下去

By Robert
at 2022-01-10T14:35

蘋果每年就賣差不多那樣哪來的效應？

By Jessica
at 2022-01-14T14:28

台股早晚破萬四別擔心

By Robert
at 2022-01-17T15:32

我ok你下單

By Valerie
at 2022-01-17T19:45

600現在還不買爆？

By Belly
at 2022-01-20T11:10

安啦我沒買肯定繼續漲

By Andrew
at 2022-01-22T20:14

GO！

By Zora
at 2022-01-22T23:25

聯發科喊1000比例自己算

By Caroline
at 2022-01-26T07:34

出貨囉

By Jessica
at 2022-01-29T15:37

舊聞……

By Valerie
at 2022-02-03T03:15

ADR先買到100阿，口正直體嫌

By Linda
at 2022-02-06T17:31

什麼600？不是6000嗎？

外資喊買台積電目標價上調到600元 - 股票

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外資喊買台積電目標價上調到600元 - 股票