火速認錯 外資上修緯創目標價至135元 - 股票QA

Tristan Cohan avatar
By Tristan Cohan
at 2023-07-12T09:57

Table of Contents



原文標題：火速認錯！美系外資上修緯創目標價至135元

原文連結：https://ec.ltn.com.tw/article/breakingnews/4361285

發布時間：2023-7-12

記者署名：卓怡君

原文內容：

美系外資先前給予台灣AI伺服器概念股極低的目標價，比腰斬還不如，其中緯創（3231）目標價僅47元，引發市場高度討論，美系外資火速認錯，上修緯創評等至「超越大盤」，目標價從47元上修至135元，創下外資圈最高目標價。

美系外資承認低估這波AI浪潮對AI相關硬體股價的帶動，上修緯創與緯穎（6669）評等至「超越大盤」，緯穎目標價從960元上修至1775元。

同時美系外資也將廣達（2382）目標價110元升至215元，技嘉（2376）目標價從158元升至315元，金像電（2368）目標價從114元升至195元。


心得/評論：

昨天新聞才說緯創的目標價47元
大摩今天火速認錯直接目標價加了快100元
連緯穎也給了快多一倍

大摩說話了 跟還是不跟？ 嘻嘻

-----
Sent from JPTT on my iPhone

--
Tags: 股票

All Comments

Carol avatar
By Carol
at 2023-07-10T09:18
笑死，不如說自己是神棍
Odelette avatar
By Odelette
at 2023-07-14T17:21
丸子
Frederic avatar
By Frederic
at 2023-07-10T09:18
大摩先不要
Sarah avatar
By Sarah
at 2023-07-14T17:21
完了
Frederica avatar
By Frederica
at 2023-07-10T09:18
笑死
Erin avatar
By Erin
at 2023-07-14T17:21
笑死
Callum avatar
By Callum
at 2023-07-10T09:18
真的快笑死 有這麼快認錯的嗎
一次調快100元 一張10萬阿 大哥
Callum avatar
By Callum
at 2023-07-14T17:21
跟你梭哈
Andy avatar
By Andy
at 2023-07-10T09:18
看漲說漲 報告真好做
Oliver avatar
By Oliver
at 2023-07-14T17:21
完了
Doris avatar
By Doris
at 2023-07-10T09:18
保重
Hazel avatar
By Hazel
at 2023-07-14T17:21
可憐哪~~
Sarah avatar
By Sarah
at 2023-07-10T09:18
現在變認錯概念股了嗎
Cara avatar
By Cara
at 2023-07-14T17:21
不是，這種瞎78亂喊的不用管嗎
Doris avatar
By Doris
at 2023-07-10T09:18
有趣的報告
Genevieve avatar
By Genevieve
at 2023-07-14T17:21
外資目標價變得比股價還快是有啥參考性？
Suhail Hany avatar
By Suhail Hany
at 2023-07-10T09:18
87
Barb Cronin avatar
By Barb Cronin
at 2023-07-14T17:21
一個巴掌巴不醒 就再巴一個
Skylar Davis avatar
By Skylar Davis
at 2023-07-10T09:18
空單一堆耶!這幾天隨便就虧一兩根跌停板!笑死人
Hazel avatar
By Hazel
at 2023-07-14T17:21
打不贏就加入 好棒棒
Madame avatar
By Madame
at 2023-07-10T09:18
就等你梭哈他就跌停
Lily avatar
By Lily
at 2023-07-14T17:21
想要低階結果沒用 乾脆不演了
Faithe avatar
By Faithe
at 2023-07-10T09:18
XDDDDD
Ingrid avatar
By Ingrid
at 2023-07-14T17:21
新聞出來了 大家應該知道了吧
Zanna avatar
By Zanna
at 2023-07-10T09:18
........
James avatar
By James
at 2023-07-14T17:21
那差不多了
Lydia avatar
By Lydia
at 2023-07-10T09:18
...........
Blanche avatar
By Blanche
at 2023-07-14T17:21
快逃
Kyle avatar
By Kyle
at 2023-07-10T09:18
喔好喔完全沒在演的！太棒了！大家屁股洗乾淨點
Wallis avatar
By Wallis
at 2023-07-14T17:21
小兒認錯
Connor avatar
By Connor
at 2023-07-10T09:18
那差不多了+1
Caitlin avatar
By Caitlin
at 2023-07-14T17:21
丸子
Damian avatar
By Damian
at 2023-07-10T09:18
完了
Regina avatar
By Regina
at 2023-07-14T17:21
反著看真的蠻穩的 先出了 魚尾給別人賺
Delia avatar
By Delia
at 2023-07-10T09:18
47跳135？ 專業何在
Ida avatar
By Ida
at 2023-07-14T17:21
完全沒可信度了…
Todd Johnson avatar
By Todd Johnson
at 2023-07-10T09:18
丸子
Hardy avatar
By Hardy
at 2023-07-14T17:21
晚了
Odelette avatar
By Odelette
at 2023-07-10T09:18
有夠智障
Megan avatar
By Megan
at 2023-07-14T17:21
外豬：135。 散戶：= =？
Joseph avatar
By Joseph
at 2023-07-10T09:18
再過幾天就改看531了吧
Yuri avatar
By Yuri
at 2023-07-14T17:21
信用掃地
Todd Johnson avatar
By Todd Johnson
at 2023-07-10T09:18
笑死 87
Dorothy avatar
By Dorothy
at 2023-07-14T17:21
看自己手牌喊價，小學生都會
Puput avatar
By Puput
at 2023-07-10T09:18
隨便亂喊
Megan avatar
By Megan
at 2023-07-14T17:21
外資說會到135，打到收到，意思我懂了
Hedy avatar
By Hedy
at 2023-07-10T09:18
135*0.8=108 還是低估了
Joseph avatar
By Joseph
at 2023-07-14T17:21
摸頭風險高!等做頭變弱勢股再來空比較好賺
Andy avatar
By Andy
at 2023-07-10T09:18
比不認錯好一點
Olivia avatar
By Olivia
at 2023-07-14T17:21
要出貨了
Steve avatar
By Steve
at 2023-07-10T09:18
愈喊愈高才可怕
Irma avatar
By Irma
at 2023-07-14T17:21
笑死
Quintina avatar
By Quintina
at 2023-07-10T09:18
這種報告能看，屎都能吃
我弟弟敢吃屎，外資你敢嗎
Anonymous avatar
By Anonymous
at 2023-07-14T17:21
完了 多噴了80塊才要認錯 準備一個回落留外資在山
上吹風洗碗
Emma avatar
By Emma
at 2023-07-10T09:18
要出貨了...
Una avatar
By Una
at 2023-07-14T17:21
笑死
Steve avatar
By Steve
at 2023-07-10T09:18
金管會不用查一下唷
Emma avatar
By Emma
at 2023-07-14T17:21
我弟弟敢吃屎，金管會你敢查嗎
Liam avatar
By Liam
at 2023-07-10T09:18
玩了
倒給你
Bethany avatar
By Bethany
at 2023-07-14T17:21
這報告是只有不到一頁A4吧，外資這家真笑死
Christine avatar
By Christine
at 2023-07-10T09:18
目標價這種東西就是這樣囉
Mary avatar
By Mary
at 2023-07-14T17:21
投資報告什麼地方都可以認真看，就目標價不行
Audriana avatar
By Audriana
at 2023-07-10T09:18
丸了 135*0.8=108
Emma avatar
By Emma
at 2023-07-14T17:21
笑死 還好沒被騙下車
Damian avatar
By Damian
at 2023-07-10T09:18
少年靈靈扒欺扒仔轎抬起來
Thomas avatar
By Thomas
at 2023-07-14T17:21
藥丸
Ophelia avatar
By Ophelia
at 2023-07-10T09:18
緯創爸爸天下無敵
Puput avatar
By Puput
at 2023-07-14T17:21
緯創60太早賣。
William avatar
By William
at 2023-07-10T09:18
這種報告 呵呵
Enid avatar
By Enid
at 2023-07-14T17:21
丸子
Barb Cronin avatar
By Barb Cronin
at 2023-07-10T09:18
這報告有水準喔
Jacob avatar
By Jacob
at 2023-07-14T17:21
升評，可以慢慢賣了
Eden avatar
By Eden
at 2023-07-10T09:18
135打八折
Adele avatar
By Adele
at 2023-07-14T17:21
大摩 去吃屎
Ophelia avatar
By Ophelia
at 2023-07-10T09:18
完了
Delia avatar
By Delia
at 2023-07-14T17:21
升評 可以賣了
Ivy avatar
By Ivy
at 2023-07-10T09:18
都隨便你講啊
Doris avatar
By Doris
at 2023-07-14T17:21
想吃貨吃鱉
Mary avatar
By Mary
at 2023-07-10T09:18
放空的直接死了吧
Liam avatar
By Liam
at 2023-07-14T17:21
外資研究員這麼好當的嗎ww
Noah avatar
By Noah
at 2023-07-10T09:18
火速割韭菜
Blanche avatar
By Blanche
at 2023-07-14T17:21
丸子
Gilbert avatar
By Gilbert
at 2023-07-10T09:18
廢物大摩 剛畢業的菜雞進大摩報告亂寫而已 還以為
古早時代的台灣這麼好騙逆 廢物小兒
Liam avatar
By Liam
at 2023-07-14T17:21
88888888888
Anonymous avatar
By Anonymous
at 2023-07-10T09:18
出貨文
Regina avatar
By Regina
at 2023-07-14T17:21
這麼快出貨
Michael avatar
By Michael
at 2023-07-10T09:18
小兒認錯，儒子可教也!
Annie avatar
By Annie
at 2023-07-14T17:21
Fomo 仔
Noah avatar
By Noah
at 2023-07-10T09:18
差點被大摩害死....
Edwina avatar
By Edwina
at 2023-07-14T17:21
認錯 善莫大焉
Edith avatar
By Edith
at 2023-07-10T09:18
蒸丸
Annie avatar
By Annie
at 2023-07-14T17:21
AI生成式=緯創生成式
Adele avatar
By Adele
at 2023-07-10T09:18
丸了
Edwina avatar
By Edwina
at 2023-07-14T17:21
火速出貨
Dinah avatar
By Dinah
at 2023-07-10T09:18
呵呵，果然換到緯創是對的，公公大爛股
Anonymous avatar
By Anonymous
at 2023-07-14T17:21
出貨囉
Ida avatar
By Ida
at 2023-07-10T09:18
完惹
Yuri avatar
By Yuri
at 2023-07-14T17:21
上車了就喊多囉
Sandy avatar
By Sandy
at 2023-07-10T09:18
丟人現眼
Gilbert avatar
By Gilbert
at 2023-07-14T17:21
亮燈
Megan avatar
By Megan
at 2023-07-10T09:18
看大摩被教育，滿爽的。
Brianna avatar
By Brianna
at 2023-07-14T17:21
準備空
Megan avatar
By Megan
at 2023-07-10T09:18
靠腰太早賣了
Faithe avatar
By Faithe
at 2023-07-14T17:21
先吃貨再喊漲啊 沒問題的
Iris avatar
By Iris
at 2023-07-10T09:18
丸子 打八折
Ivy avatar
By Ivy
at 2023-07-14T17:21
丸子明天又要火速修正了
Faithe avatar
By Faithe
at 2023-07-10T09:18
散戶預判美系外資的預判，這波贏得可圈可點。
Leila avatar
By Leila
at 2023-07-14T17:21
47->135 到底在定三毀XDDD
Dorothy avatar
By Dorothy
at 2023-07-10T09:18
還沒上車？
Carol avatar
By Carol
at 2023-07-14T17:21
丸子
Carolina Franco avatar
By Carolina Franco
at 2023-07-10T09:18
丸子
Rosalind avatar
By Rosalind
at 2023-07-14T17:21
真扯...
Mason avatar
By Mason
at 2023-07-10T09:18
鴻海是最大伺服器代工 提都不提 這分析師是台灣人
Olivia avatar
By Olivia
at 2023-07-14T17:21
丸子
Lucy avatar
By Lucy
at 2023-07-10T09:18
笑死
Tristan Cohan avatar
By Tristan Cohan
at 2023-07-14T17:21
笑死 這種也可以開公司
Linda avatar
By Linda
at 2023-07-10T09:18
呢可以這樣喊了又喊嗎
Annie avatar
By Annie
at 2023-07-14T17:21
大摩沒說錯啊 他的報告一直都是反著看
Erin avatar
By Erin
at 2023-07-10T09:18
明天開137給外資買，爽！
Valerie avatar
By Valerie
at 2023-07-14T17:21
搭配印度賣廠應該要300啊XD
Regina avatar
By Regina
at 2023-07-10T09:18
其實海公公有動了，但真的漲太少
Liam avatar
By Liam
at 2023-07-14T17:21
出貨摟　＠＠
Tristan Cohan avatar
By Tristan Cohan
at 2023-07-10T09:18
外豬還沒上車
Lucy avatar
By Lucy
at 2023-07-14T17:21
這個訊號線 太明白了
Frederica avatar
By Frederica
at 2023-07-10T09:18
有到火速嗎?
James avatar
By James
at 2023-07-14T17:21
完了
Callum avatar
By Callum
at 2023-07-10T09:18
比投顧還亂喊，金管會又睡著了
Mason avatar
By Mason
at 2023-07-14T17:21
完了
Candice avatar
By Candice
at 2023-07-10T09:18
內資嘎到外資認錯
Belly avatar
By Belly
at 2023-07-14T17:21
什麼報告 我看叫我阿嬤寫都可以
Isla avatar
By Isla
at 2023-07-10T09:18
可以這樣做報告？
Olive avatar
By Olive
at 2023-07-14T17:21
看來該停漲了
Rachel avatar
By Rachel
at 2023-07-10T09:18
這次亂編騙不到，只好認錯免得臉丟更大
Suhail Hany avatar
By Suhail Hany
at 2023-07-14T17:21
135?應該是235
Valerie avatar
By Valerie
at 2023-07-10T09:18
低階分析師
Barb Cronin avatar
By Barb Cronin
at 2023-07-14T17:21
北七 我老媽去分析都比較準
Hedwig avatar
By Hedwig
at 2023-07-10T09:18
已經算到民國123年了
Kama avatar
By Kama
at 2023-07-14T17:21
好爽 想改報告就改 鄉民寫廢文就被告
Todd Johnson avatar
By Todd Johnson
at 2023-07-10T09:18
糕點到了
Caroline avatar
By Caroline
at 2023-07-14T17:21
這目標價是笑話嗎 改來改去
Ethan avatar
By Ethan
at 2023-07-10T09:18
我喊200 我也會
Enid avatar
By Enid
at 2023-07-14T17:21
笑屎 萬般拉抬 出貨好累
Emily avatar
By Emily
at 2023-07-10T09:18
你認錯誰當肥料QQ
Donna avatar
By Donna
at 2023-07-14T17:21
這也差太多了
Rae avatar
By Rae
at 2023-07-10T09:18
加入啦
Elvira avatar
By Elvira
at 2023-07-14T17:21
差不多要跑了 魚尾留給大家
Queena avatar
By Queena
at 2023-07-10T09:18
無限亮燈
Tom avatar
By Tom
at 2023-07-14T17:21
蝦78亂喊 鄉民標的文都實在多了
Selena avatar
By Selena
at 2023-07-10T09:18
認個錯不痛不癢
Joe avatar
By Joe
at 2023-07-14T17:21
外資也都事後諸葛
Annie avatar
By Annie
at 2023-07-10T09:18
看來 １５０是基本的吧。再２根就到了。。。
Dora avatar
By Dora
at 2023-07-14T17:21
糕點到了？
Hedda avatar
By Hedda
at 2023-07-10T09:18
笑死，這家分析的能信？
Elma avatar
By Elma
at 2023-07-14T17:21
該不會有空軍真的信吧 笑死
Wallis avatar
By Wallis
at 2023-07-10T09:18
笑死，這三小
Hedda avatar
By Hedda
at 2023-07-14T17:21
不發我還比較看得起你
Lauren avatar
By Lauren
at 2023-07-10T09:18
丸子
Rebecca avatar
By Rebecca
at 2023-07-14T17:21
出貨
Erin avatar
By Erin
at 2023-07-10T09:18
明天就到了 要不要再改
Ina avatar
By Ina
at 2023-07-14T17:21
借券被嘎翻了
Elizabeth avatar
By Elizabeth
at 2023-07-10T09:18
神經病 技嘉還直接×2？
Franklin avatar
By Franklin
at 2023-07-14T17:21
發現騙不了買不到便宜價就加入大家了
Blanche avatar
By Blanche
at 2023-07-10T09:18
有哪次準的嗎==
Ida avatar
By Ida
at 2023-07-14T17:21
完了
Emily avatar
By Emily
at 2023-07-10T09:18
誰寫的報告辣滾去當廁紙好嗎笑死
Emily avatar
By Emily
at 2023-07-14T17:21
笑死持續上修
Sarah avatar
By Sarah
at 2023-07-10T09:18
白癡
Delia avatar
By Delia
at 2023-07-14T17:21
訊號來了！！！
Brianna avatar
By Brianna
at 2023-07-10T09:18
買完了就可以改 這樣不算炒股唷？真爽
Ingrid avatar
By Ingrid
at 2023-07-14T17:21
快承認上篇還是這篇報告是AI代寫的
Lily avatar
By Lily
at 2023-07-10T09:18
丸子 籌碼吃完了準備倒貨
George avatar
By George
at 2023-07-14T17:21
47變135我都笑惹
Edward Lewis avatar
By Edward Lewis
at 2023-07-10T09:18
反著看
Rosalind avatar
By Rosalind
at 2023-07-14T17:21
早晚被取代
Charlotte avatar
By Charlotte
at 2023-07-10T09:18
買到大摩FOMO, 散戶大勝利
Ethan avatar
By Ethan
at 2023-07-14T17:21
明天又要修正了啦
Edward Lewis avatar
By Edward Lewis
at 2023-07-10T09:18
噴噴
Kelly avatar
By Kelly
at 2023-07-14T17:21
135近在咫尺～會不會咫尺天涯呢？
Megan avatar
By Megan
at 2023-07-10T09:18
明天絕對要跑了
Madame avatar
By Madame
at 2023-07-14T17:21
這是準備要開倒了嗎
Edwina avatar
By Edwina
at 2023-07-10T09:18
蒸的丸子
Isabella avatar
By Isabella
at 2023-07-14T17:21
大摩：47
George avatar
By George
at 2023-07-10T09:18
笑死，還有人看

長科*董座遭裁定羈押禁見 公司:與營運無

Joe avatar
By Joe
at 2023-07-12T09:22
原文標題： 長科*董座遭裁定羈押禁見 公司:與營運無關 ※請勿刪減原文標題 原文連結： https://ctee.com.tw/news/tech/899677.html ※網址超過一行過長請用縮網址工具 發布時間： 工商時報 張瑞益 2023.07.11 ...

中國可能長期陷入通縮的主要原因

Steve avatar
By Steve
at 2023-07-12T09:20
根本原因就是美元升息，讓人民幣流動性出問題 這裡就要講到主流貨幣的定位與威力 當初喊人民幣去美元化的時候，我個人是不覺得會成功 很簡單，因為美元是主流貨幣，具有國際定價權 讓美國自己的壓力可以分散出去 且世界相對穩定時，它的地位就不可撼動 至於威力…..上個世紀的英鎊已經展現一次 布爾戰爭就是英 ...

最懂海的男人、台驊老董顏益財慘賠

Harry avatar
By Harry
at 2023-07-12T09:14
原文標題：1張不賣變1鍵出清 最懂海的男人、台驊老董顏益財慘賠清光長榮 網見2.2萬張留倉超抖 ：下一波輪這家？ 原文連結：https://wantrich.chinatimes.com/news/20230712900293-420101 發布時間：08:59 2023-07-12 記者署名：旺得富理 ...

高股息ETF的AI成分股

Jack avatar
By Jack
at 2023-07-12T08:54
這半年來看0056和00878調整的股票 走勢都蠻明顯的 因為兩檔加起來5千億左右 影響中大型股的漲跌不輸外資 其他那些50-500億左右高股息ETF也很多 只要調整成分股，影響中小型股也很大 0056和00878納入緯創廣達等 AI伺服器股票 當初是因為5%左右的現金股息 也不是因為多看好基本面 這些股票 ...

2023/07/12 盤中閒聊

Jacob avatar
By Jacob
at 2023-07-12T08:30
==============112/07/12台股資訊重點整理，供股民做投資參考============ 台股16898.91▲246.11(+1.48%)成交量3148.52億 台指07 16870▲317(+1.92%)成交量83,593口 盤後07 16913▲47(+0.28%)成交量50,442口 ...