聯電目標價喊到八字頭8 - 股票

By Tristan Cohan
at 2021-05-01T08:08

Table of Contents

聯電目標價喊到八字頭

2021-04-30 23:54殶濟日報 / 記者趙于萱／台北報導聯電

https://i.imgur.com/Xdr7MkG.jpg

聯電法說會釋營運利多，股價不漲反跌，但外資圈認為聯電看法正呼應台積電預期成熟製
程短缺到2023年，代工價格還有上調空間。包括野村、美銀證券等進一步上修聯電目標價
，最高喊出「八字頭」80元的新天價，力薦逢回加碼。
在此之前，外資圈以Aletheia資本喊聯電挑戰75元排行第一，現在野村喊出新天價，美銀
證券也把預期股價推升至75元，高盛、摩根士丹利分別上修到71.3元及70元，目標價共識
「坐七望八」。

野村證券在本波最早喊進聯電，去年率眾外資之先翻多聯電，更認為聯電將複製世界先進
暴漲1,000%的成功經驗。將聯電去年約13元的低點視為「底」，這波漲到62.7元高價已上
漲382%，若挑戰80元，漲幅將突破500%、達515%。

野村大幅上修聯電財測，主要看好集團千億元擴充P6廠產能，且增產計畫是因應客戶強勁
的28奈米需求，採用預先下訂金、包產能的方式做分配。在代工產能緊俏，聯電和客戶議
定的價格持續調漲，野村認為這進一步強化集團毛利率成長趨勢，聯電已經轉向報酬率導
向的策略目標。

https://udn.com/news/story/7253/5425615

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Tags: 股票

All Comments

By Joe
at 2021-05-02T08:30

已出貨cc

By Selena
at 2021-05-04T00:59

野村==

By Sandy
at 2021-05-06T08:03

持續看好續買

By Callum
at 2021-05-10T16:13

野村：哥要賣你們這些傻子快進來讓我出去

By Kumar
at 2021-05-11T19:43

野村讚讚讚

By Barb Cronin
at 2021-05-13T01:59

勿忘archegos

By Valerie
at 2021-05-13T14:25

野村斷頭缺錢拉？

By Harry
at 2021-05-16T00:26

出清囉

By Thomas
at 2021-05-18T13:44

股價五十笑死

By Dinah
at 2021-05-20T02:25

60都站不穩了！怎麼不喊100比較好聽

By Belly
at 2021-05-20T18:48

去看一下adr狀況吧

By Hamiltion
at 2021-05-21T21:41

野村 ……

By Ivy
at 2021-05-24T08:12

野村……

By Belly
at 2021-05-28T13:28

套很多喔

By Daniel
at 2021-05-31T10:47

幹塊陶禮拜一掛跌停賣

By Kristin
at 2021-06-02T11:28

野村最近484雷很大

By Kama
at 2021-06-03T09:35

套滿手趕快喊

By William
at 2021-06-05T09:44

最近這走勢跟我說80...

By Lauren
at 2021-06-07T12:50

萬般拉抬只為出

By Daniel
at 2021-06-08T16:44

adr續跌2%

By Elma
at 2021-06-09T03:29

密切關注準備笑死

By Elma
at 2021-06-10T04:48

角落生物...

By Ina
at 2021-06-10T22:21

XD
你說第一銅還有可能

By Emma
at 2021-06-12T05:02

野村雷包

By Todd Johnson
at 2021-06-16T00:41

缺錢要割韭菜了

By Brianna
at 2021-06-17T04:32

0.85

By Heather
at 2021-06-20T06:56

你喊多少我都再大你....1塊

By Tracy
at 2021-06-25T03:27

倒

By Tracy
at 2021-06-27T14:26

野村484世芯賠到脫褲的那位

By Charlotte
at 2021-07-01T11:45

那台積電就上800元了

By Dinah
at 2021-07-02T16:19

可憐這些卷商應該被套住看喊一喊有沒有白痴進來....
..我還有一張60.4

By Rebecca
at 2021-07-06T20:06

這些外資真的很敢講

By Todd Johnson
at 2021-07-07T07:08

現在這種氣氛，你喊陽明上120還比較準

By Agatha
at 2021-07-10T16:12

我媽說聯電破百要賣掉給我買房，繼續喊繼續喊

By Agnes
at 2021-07-11T04:35

800

By Enid
at 2021-07-13T20:07

這种亂喊價的應該要開罰

By Daniel
at 2021-07-18T12:59

好啦，50考慮接一下

By Edward Lewis
at 2021-07-18T17:46

已

By Elvira
at 2021-07-19T18:39

我覺得200啦！唬爛誰都會

By Eartha
at 2021-07-22T02:57

角落生物資格拿到後就準備出貨好

By Mia
at 2021-07-23T22:12

為啥喊80還要停損出場啊搞不懂也

By Rosalind
at 2021-07-26T04:44

太晚喊了吧哈哈哈

By Christine
at 2021-07-30T15:36

ADR跌成這樣XD是喊假的

By Emma
at 2021-08-01T06:02

不要只會喊啊快點買上去

By Tristan Cohan
at 2021-08-01T22:21

ADR連跌幾天惹？

By Yuri
at 2021-08-03T14:02

剛出怎麼辦

By Kelly
at 2021-08-07T03:34

回4字頭我就買^^

By Ophelia
at 2021-08-10T20:27

野村必噓

By Freda
at 2021-08-14T19:18

套在61

By Damian
at 2021-08-18T03:18

出貨報告一直發

By Isla
at 2021-08-21T16:36

打八折

By Suhail Hany
at 2021-08-25T12:05

我不信

By Agnes
at 2021-08-29T09:15

1年後會啦

By Agatha
at 2021-08-30T06:44

抱歉，對野村反感，他看好的我沒進場的話也不會進場

By Andrew
at 2021-09-04T01:46

騙韭菜

By Leila
at 2021-09-05T08:51

80＊0.8＝64，出貨區間

By Yedda
at 2021-09-10T05:11

摸月線我就買

By Ivy
at 2021-09-14T18:04

https://i.imgur.com/3ann82r.jpg

By Frederica
at 2021-09-15T09:13

https://i.imgur.com/lTBBbCJ.jpg

By William
at 2021-09-19T23:31

賣不出去再喊高一點

By Kumar
at 2021-09-24T02:43

看到美淫就是倒貨

By Jack
at 2021-09-24T04:44

完惹

By Kumar
at 2021-09-25T05:52

https://i.imgur.com/2odRAVR.jpg

By Anonymous
at 2021-09-27T09:10

軟下去了還八字頭這樣好了我喊9字頭

By Jake
at 2021-09-30T05:48

我就說台媒不去報外資連三天賣超聯電就是自甘墮落
淪為外資的傳聲筒

By Emma
at 2021-10-04T05:01

笑死

By Adele
at 2021-10-05T07:50

野村的台積電喊多久了阿然後台積現在？

By Queena
at 2021-10-09T16:43

打8折，現在是不是可以接了

By Jessica
at 2021-10-10T13:10

太快喊了年底才有機會

By Puput
at 2021-10-12T03:17

出貨村又在亂喊了

By Eden
at 2021-10-16T00:31

丸了

By Ida
at 2021-10-20T13:40

哈哈野村哈哈

By Sarah
at 2021-10-25T06:53

外資：我還沒賣夠啦

By Madame
at 2021-10-27T18:52

野村賣鬧啊野村

By Sarah
at 2021-10-28T20:14

跑一堆人才喊笑鼠

By Doris
at 2021-10-31T02:54

通常要先打八折啦才是真的目標價

By Dora
at 2021-11-03T18:48

難怪野村會賠錢都亂喊來的一邊喊一邊賣連賣三天
了

By Rosalind
at 2021-11-08T15:26

還要出貨喔給不給活路啊

By Eden
at 2021-11-12T20:12

年底站穩70 明年80 後年上看100 不要不信

By Eartha
at 2021-11-15T06:50

乾救救聯電60.2

By Mia
at 2021-11-18T12:40

出貨囉

By Zanna
at 2021-11-20T10:40

丸子上看100

By Zora
at 2021-11-24T14:48

現在沒站穩60前也沒人信了

By Charlie
at 2021-11-25T06:19

可憐外資滿手垃圾電子

By Charlie
at 2021-11-28T21:43

跟喊台積800一樣....

By Genevieve
at 2021-12-01T22:22

外資急著要出貨囉？

By Callum
at 2021-12-03T07:52

野村....

By Rachel
at 2021-12-06T01:34

殺

By Valerie
at 2021-12-08T10:29

笑死 adr連殺四天還上看

By Charlie
at 2021-12-11T16:34

上看三位數

By Gary
at 2021-12-13T06:28

野村哪有賠錢超賺的 2020前十賺錢基金4個野村的

By Odelette
at 2021-12-14T15:59

要出貨了塊陶

By Kelly
at 2021-12-16T00:07

好我買台積

By Frederic
at 2021-12-16T02:43

沒產能再多訂單也沒用，漲價也是之後的事了

By Belly
at 2021-12-19T12:58

外資只要喊高目標價就是預備出貨，希望散戶抬轎的
時候，無一例外，結案。

By Gilbert
at 2021-12-21T13:59

外資好了啦

By Suhail Hany
at 2021-12-24T06:13

已給訊號

By Damian
at 2021-12-28T02:24

看到野村，先噓就對了

By Dora
at 2022-01-01T06:28

先崩回46

By Genevieve
at 2022-01-02T16:41

2303現在基期超高，5月會跌破50，6月跌破40，不要
不信邪

By Ethan
at 2022-01-07T08:56

端好菜被出貨

By Michael
at 2022-01-08T03:19

快逃啊！！！

By William
at 2022-01-10T02:31

看到野村先噓

By Elma
at 2022-01-14T00:33

邊喊邊出貨畜生

By Dora
at 2022-01-16T07:55

下禮拜繼續賣

By Annie
at 2022-01-16T11:26

股價50

By Frederic
at 2022-01-21T11:16

出貨了，營收YoY才10%

By Sierra Rose
at 2022-01-23T06:51

800

By Lydia
at 2022-01-25T07:34

野村下去啦

By Emma
at 2022-01-28T06:03

打八折該跑了

By Charlotte
at 2022-01-30T08:30

80怎麼大家都在賣

By Kyle
at 2022-02-03T08:18

幹，賺十幾趴變只賺零點幾趴，敢不敢不要出一張嘴

By Hedy
at 2022-02-04T09:49

聯詠

By Lauren
at 2022-02-05T14:16

完惹

By Heather
at 2022-02-06T17:12

60元Q1:0.85看到直接市價出了好嗎轉2月0.48的中鴻

By Delia
at 2022-02-09T16:21

看看就好

By Delia
at 2022-02-13T02:23

80聯電

By Catherine
at 2022-02-14T07:47

聯二哥要80元?等GG800元吧

By Connor
at 2022-02-15T21:16

噴到外太空

By Tom
at 2022-02-17T20:23

Q1 0.85 vs 戀人 1.25，越爛越噴該怎麼選都知道吧

By Christine
at 2022-02-20T11:19

八折差不多了

By Ivy
at 2022-02-24T06:44

出貨啦,幹你媽外資

By Charlie
at 2022-02-28T11:34

先空再說,幹你嗎

By Kelly
at 2022-03-01T03:35

有2330何必買2303？

By Kama
at 2022-03-02T00:03

好險60.5 10張全初 47.2買的爽

By Tristan Cohan
at 2022-03-05T16:54

禮拜三59.1時又手癢買了2張，995

聯電目標價喊到八字頭8 - 股票

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