聯電目標價 美銀喊70元 - 股票
By Doris
at 2021-04-25T21:36
at 2021-04-25T21:36
Table of Contents
原文標題:聯電目標價 美銀喊70元
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原文連結:https://ctee.com.tw/news/stock/450214.html
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發布時間:2021.04.24
(請以原文網頁/報紙之發布時間為準)
原文內容:
資金重回電子股,晶圓代工大廠聯電(2303)成領頭羊,外資美銀證券23日初評聯電,給
予「買進」投資評等,合理目標價70元,距23日收盤價57元,上漲潛力為22.8%。
觀察三大法人動向,外資賣超聯電6,481張,但本土法人投信、自營商則聯手買超,分別
大買聯電4,880張、1萬2,282張,合計買超1萬681張。
美銀看好聯電,所持理由主要是晶片短缺,使聯電具有更強的訂價能力,此外,聯電目前
具有更好的產品組合、產品單價上升,且在中美技術緊張局勢中,占有利地位,使聯電投
資題材趨於正向。美銀預期,隨著報價上揚,聯電的利潤率將擴大,預期聯電2021及2022
年的每股盈餘複合增長率,將達到27%。
新冠肺炎(COVID-19)疫情造成的搶貨潮,帶動半導體產業的需求強勁回彈,意料之外的
供應鏈中斷,更導致自2020年末以來,出現嚴重的晶片供應短缺。台積電和許多無晶圓廠
的公司皆預期,晶片供應緊張狀況將一直持續到2022年。
因此,美銀認為,聯電將擁有強大的訂價能力,這將推動其毛利率上升,估2021年及2022
年分別可達29%、31%。
除了需求回升外,聯電長線成長動能,還包括5G、人工智能、雲端、電動車和物聯網的應
用,帶動半導體產業的持續成長。聯電在28奈米製程的優勢,使其產品單價、利潤率增加
。此外,由於美國一直在限制中國大陸半導體廠商,對聯電而言,也相形受益。
心得/評論: ※必需填寫滿20字
完蛋了 今天那麼多篇二哥文 會不會很慘
不過如果順利突破近期59.4元的高點(2021.2.18) 應該大有可為吧
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