外資點將 十成長股出列 - 股票
By Daph Bay
at 2020-07-12T13:01
at 2020-07-12T13:01
Table of Contents
1.原文連結:
https://reurl.cc/lVx9Nd
2.原文內容:
外資點將 十成長股出列
台股昨(10)日受美股拖累,終場大跌百點,業績成長股相對抗震,其中,以第2季營收
比第1季成長,摩根士丹利等外資法人看好第3季業績還會向上,包括台積電(2330)、台
達電等十大個股,逢回值得留意。
依據摩根士丹利、摩根大通、麥格理、美銀、高盛、野村、里昂、滙豐八大外資最新財務
預測,看好第2、3季連續成長、且外資買超的潛力股,包括大型股的台積電、鴻海、群創
、台泥等,中大型股欣興、台達電、元太、強茂等也上榜,電子股占大宗,有機會支撐台
股旺季行情
台積電昨日公布6月營收達1,208億元,超越外資圈預測的1,100多億元,分析師解讀來自
大客戶7奈米投單的力道強於預期。除了海思趕在美國禁令期限前擴大晶片備貨,輝達、
超微、蘋果、聯發科、高通也都有新品預備推出,相關拉貨還會在第3季延續,使台積電
營收穩健增長。
鴻海短線股價走疲,但昨日大立光展望不佳拖累蘋概股,外資逆勢買超鴻海近7,000張,
累積7月來大買4.1萬張。美銀證券預期,iPhone拉貨加上PS 5問市,推升鴻海第3季比第2
季成長25%,第4季再成長23%。
花旗表示,ABF基板供不應求,欣興還有華為急單挹注,第3、4季營收都會保持今年高峰
,推估本季營收可達239億元,每股純益(EPS)較第2季的0.75元,成長到0.92元,全年
挑戰2.76元。高盛則看好,台達電在伺服器、電信、車電、PS 5等業務助攻下,旺季表現
更旺,日前上修目標價至200元。
野村指出,元太併購後,幾乎通吃商機,預估今年獲利成長到32億元。
https://i.imgur.com/JymRtyN.jpg
3.心得/評論:
外資點將!十大成長股出爐!
兼具基本面與籌碼面
噴噴
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Tags:
股票
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