[新聞] 台積電高營收有隱憂?外資點名兩風險
https://goo.gl/Gxh5U8
台積電高營收有隱憂?外資點名兩風險
晶圓代工廠台積電8月營收改寫歷史新高,但美系外資認為,
iPhone 7動能下滑、聯發科需求轉弱恐砍單,可能影響第4季營運,
維持中立評等及目標價175元。
受惠非蘋陣營的中低階手機需求強勁,
加上蘋果(Apple)iPhone 7的A10處理器開始拉貨挹注,
台積電自結8月合併營收達943.11億元,較7月成長達23.5%,
也較去年同期成長40.7%,創下單月業績歷史新高紀錄。
美系外資預估,台積電第3季營收將季增15%,符合公司預期,
但第4季營收估將季減4%,僅略優於市場預期,主要受到2個不利因素影響。
首先,iPhone 7開始拉貨雖挹注8月營收,
但考量iPhone 7開賣首波供貨28國,遠高於去年iPhone 6s的12國,
預期A10處理器營收將從10月後陡降。
其次,聯發科近期出貨動能轉弱,恐僅能達到第3季財測低標,
且聯發科在下一個產品週期的大陸旗艦機處理器訂單,
可能被高通搶走,導致聯發科將於第4季對晶圓代工廠砍單,
對台積電不利,維持台積電中立評等及目標價175元。
歐系外資則看好台積電在10奈米、7奈米等先進製程的領先地位,
又握有3D-IC系統整合及先進封裝技術的優勢,
成長前景佳,更預期台積電16奈米未來兩年將獲大量採用,
可望拉長製程生命週期。
心得:
APPLE兩天跌了4%
拉回向上還是繼續向下還不知道
台指是不是能考慮一下權值重新分配
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