[新聞] 台積電法說張忠謀上陣 押寶買盤熱
1.原文連結(必須檢附):
http://goo.gl/hQldne
2.原文內容:
(中央社記者張建中新竹16日電)
晶圓代工龍頭廠台積電法人說明會將於下午登場,董事長張忠謀將親自出席。市場看好
,台積電下半年業績可望逐季攀升,押寶法說行情買盤湧入,激勵股價走揚。
台積電法說會前夕,國際研究暨顧問機構顧能(Gartner)因美元走強及個人電腦、智慧手
機市況不如預期,調降今年全球半導體產值成長預估至2.2%。
台積電4月法說會時已將今年全球半導體產值成長預估自5%調降至4%,下午法說會是否進
一步調降半導體產值成長預估,備受各界關注。
另外,產業供應鏈庫存調整是否延至第3季,以及16奈米製程業績貢獻,都將是市場關注
焦點。
法人普遍預期,台積電下半年在蘋果(Apple)行動處理器訂單挹注下,16奈米製程出貨可
望急遽擴增,將可帶動下半年業績逐季攀高;第3季業績將可季增個位數水準。
台積電美國存託憑證(ADR)股價周三跌1.05%,盤後股價漲1.51%;在市場押寶法說行情買
盤湧入下,台積電盤中股價一度達140元,漲1.5元,漲幅約1.08%。
3.心得/評論(必需填寫):
結果又跌下來了~等下法說會要開始囉 老張親自上陣
有人要一起看線上轉播嗎
Q2營收2054億,符合預期(2040-2070億)
個人不負責不專業不值得參考預估
Q2 EPS 2.85
Q3 營收 2011億(QoQ+3%) EPS 3.0
全年營收 8700億(YoY+14.3%) EPS 12.1
扣除一次性獲利0.75 EPS 11.35
評價 ForwardP/E 12x-14x 股價波動區間136-159
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