大摩揮刀 大砍半導體財測 - 股票
By Quanna
at 2021-05-21T16:21
at 2021-05-21T16:21
Table of Contents
原文標題:
大摩揮刀 大砍半導體財測
原文連結:
https://udn.com/news/story/7240/5474133
發布時間:
2021-05-21 04:03
原文內容:
大摩揮刀 大砍半導體財測
2021-05-21 04:03 經濟日報 / 記者趙于萱/台北報導
https://uc.udn.com.tw/photo/2021/02/02/2/11451777.jpg
摩根士丹利證券出具報告,領先國內外法人圈並一口氣調降台灣16檔半導體公司財務預測
,引起市場高度關注。路透
摩根士丹利證券出具報告,領先國內外法人圈並一口氣調降台灣16檔半導體公司財務預測
,引起市場高度關注。
摩根士丹利指出,中國大陸手機銷售不如預期,半導體庫存也從下滑轉為增加,加上中芯
國際等晶圓廠擴產快於預期,三利空罩頂恐讓半導體多頭派對提前結束,因此下修台積電
(2330)、聯發科、聯電等半導體股財測。
https://uc.udn.com.tw/photo/2021/05/21/2/12325800.jpg
摩根士丹利最新調整,包括台積電重申「優於大盤」,目標價680元降至655元;聯發科「
優於大盤」,目標價1,380元降至1,280元;聯電「優於大盤」,目標價70元砍到58元;宏
捷科「優於大盤」,目標價194元降至168元;瑞昱「優於大盤」,目標價666元下調到606
元。
其他調整個股還有立積、合晶、日月光投控、精測、群聯、頎邦、聯詠、矽力-KY、世界
、大聯大、創意,消息在昨(20)日一出,僅立積、矽力、創意、日月光股價收紅,台積
電收平,跌幅最深是聯詠與群聯,分別下跌6.9%收460元與5.1%收436元 。這也是近期外
資圈最大幅度下修調整,摩根士丹利對上述個股平均下修幅度達15%。
報告指出,該券商對半導體產業前景看法並未完全轉空,但考量先前大陸手機銷售不如預
期,開出警訊第一槍,其研究團隊深入調查,發現不少通路庫存轉為增加,特別是PC通路
盡乎被填滿,還有中芯8吋晶圓廠擴產速度更快,下半年晶圓短缺問題將緩解,進而反轉
這波個股評價極度擴張的超級循環。
摩根士丹利進一步表示,聯電等供應商對代工吃緊的能見度看到2022年,晶圓廠衝擊可能
相對輕,但其他零組件廠影響可能很大。以驅動晶片來說,很多客戶不願意接受下半年繼
續漲價,預期晶片價格到第3季就是「頂」,第4季反轉,如聯詠、頎邦再漲空間恐有限。
報告最後提醒,投資人面對半導體股普遍大漲,應更小心追價高評價、市場期待過高的個
股,操作上要更「挑剔」。預期相關被下修的半導體股,2022-2023年成長性較今年明顯
放緩。
心得/評論:
根據經濟日報摩根士丹利證券出具報告調降台灣16檔半導體公司財務預測,
對這些股票有興趣的人得注意摩根士丹利證券的報告。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
大摩揮刀 大砍半導體財測
原文連結:
https://udn.com/news/story/7240/5474133
發布時間:
2021-05-21 04:03
原文內容:
大摩揮刀 大砍半導體財測
2021-05-21 04:03 經濟日報 / 記者趙于萱/台北報導
https://uc.udn.com.tw/photo/2021/02/02/2/11451777.jpg
摩根士丹利證券出具報告,領先國內外法人圈並一口氣調降台灣16檔半導體公司財務預測
,引起市場高度關注。路透
摩根士丹利證券出具報告,領先國內外法人圈並一口氣調降台灣16檔半導體公司財務預測
,引起市場高度關注。
摩根士丹利指出,中國大陸手機銷售不如預期,半導體庫存也從下滑轉為增加,加上中芯
國際等晶圓廠擴產快於預期,三利空罩頂恐讓半導體多頭派對提前結束,因此下修台積電
(2330)、聯發科、聯電等半導體股財測。
https://uc.udn.com.tw/photo/2021/05/21/2/12325800.jpg
摩根士丹利最新調整,包括台積電重申「優於大盤」,目標價680元降至655元;聯發科「
優於大盤」,目標價1,380元降至1,280元;聯電「優於大盤」,目標價70元砍到58元;宏
捷科「優於大盤」,目標價194元降至168元;瑞昱「優於大盤」,目標價666元下調到606
元。
其他調整個股還有立積、合晶、日月光投控、精測、群聯、頎邦、聯詠、矽力-KY、世界
、大聯大、創意,消息在昨(20)日一出,僅立積、矽力、創意、日月光股價收紅,台積
電收平,跌幅最深是聯詠與群聯,分別下跌6.9%收460元與5.1%收436元 。這也是近期外
資圈最大幅度下修調整,摩根士丹利對上述個股平均下修幅度達15%。
報告指出,該券商對半導體產業前景看法並未完全轉空,但考量先前大陸手機銷售不如預
期,開出警訊第一槍,其研究團隊深入調查,發現不少通路庫存轉為增加,特別是PC通路
盡乎被填滿,還有中芯8吋晶圓廠擴產速度更快,下半年晶圓短缺問題將緩解,進而反轉
這波個股評價極度擴張的超級循環。
摩根士丹利進一步表示,聯電等供應商對代工吃緊的能見度看到2022年,晶圓廠衝擊可能
相對輕,但其他零組件廠影響可能很大。以驅動晶片來說,很多客戶不願意接受下半年繼
續漲價,預期晶片價格到第3季就是「頂」,第4季反轉,如聯詠、頎邦再漲空間恐有限。
報告最後提醒,投資人面對半導體股普遍大漲,應更小心追價高評價、市場期待過高的個
股,操作上要更「挑剔」。預期相關被下修的半導體股,2022-2023年成長性較今年明顯
放緩。
心得/評論:
根據經濟日報摩根士丹利證券出具報告調降台灣16檔半導體公司財務預測,
對這些股票有興趣的人得注意摩根士丹利證券的報告。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
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