慘!外資猜中 台積電年營收與資本支出雙 - 股票
By Daniel
at 2018-07-19T15:34
at 2018-07-19T15:34
Table of Contents
※ 引述《f204137 (Change)》之銘言:
: 1.原文連結:http://ec.ltn.com.tw/article/breakingnews/2493174
: 2.原文內容:
: 慘!外資猜中 台積電年營收與資本支出雙雙下修
: 2018-07-19 14:42 〔記者洪友芳/台北報導〕
: 晶圓代工廠台積電(2330)今天召開法說會,預估第3季合併營收以美元計算,約為84.5到
: 85.5億美元(以新台幣兌美元匯率30.5元計算),約季增7.6%到8.9%,毛利率約48%到50%
: ,營業利益率36.5%到38.5%;全年營收與資本支出如外資預期,雙雙下修,年營收2度下修
: 到較去年成長高個位數百分比,資本支出也下修到100億美元到105億美元,較上季的115億
: 美元到120億美元減少逾1成。
: http://img.ltn.com.tw/Upload/business/page/800/2018/07/19/2493174_1.jpg (圖)
: 外資料中,台積電年營收與資本支出雙雙下修(記者洪友芳攝)
: 3.心得/評論:
: 慘 營收與資本支出下修都被外資料中
: 明天台積電股價怎麼走 外資料到沒
說過很多遍, 軍公教年改完之後, 不得不改的就是勞保改革, 簡稱勞改.
現在台灣勞退基金, 黨政基金, 選舉基金 etc 幾乎都把台積電當成定存股,
套一句發揚台灣陸基文化的布袋戲台詞 "末代誌丟末代誌, 有帶誌你就知死"
(請用鼻音)
一但台積電成長趨緩, 外資法人的動作就是下修本益比.
介石, 勞退基金能否滿足勞保人口的需求, 大家自己看著辦.
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中興大學環工系教授莊秉潔說,燃煤就是髒,不是乾淨的發電技術。
台電最新的新林口超超臨界電廠,
各種污染物的排放都遠遠超過以天然氣發電的台電大潭電廠,
燃煤與天然氣的污染物排放物相比,最高差了100倍以上。
--
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