[新聞] 聯發科法說後 廣達、緯創等AI股重獲外資法人垂青
原文標題:
聯發科法說後 廣達、緯創等AI股重獲外資法人垂青
原文連結:
https://udn.com/news/story/7251/7539942
發布時間:
2023-10-30 19:40
記者署名:
經濟日報/ 記者 張瀞文/台北即時報導
原文內容:
聯發科(2454)27日法說後,內外資法人圈紛紛上調評等與目標價,目前共18家出具報告
,其中有四家調升評等、十家調升目標價,以瑞銀證券樂觀情境下的1,200元最高,激勵
聯發科股價30日大漲56元(近7%),收857元,市值衝上1.37兆元,超越鴻海的1.31兆元
,躍居台股第二大。
人工智慧(AI)股指標聯發科氣勢旺,AI族群重獲法人垂青。包括創意、緯創、廣達、台
光電等,外資法人如美銀、瑞銀、高盛證券等紛紛按讚,給予正向的評級、甚至調升目標
價,帶動多數獲法人點名按讚的AI股股價表現突出,優於台股大盤0.09%的漲幅。
以千金股創意來說,美銀證券重申「買進」評等,目標價1,920元,主要是基於創意第3季
財報優於預期、第4季及明年成長展望佳。美銀預估,創意今年全年營收成長11%。另外,
大和對創意評為「持有」,目標價1,660元。
廣達則被瑞銀證券評為「生成式AI伺服器領導地位確定」,不但維持「買進」評等,且目
標價從200元大幅調高到280元,對於今、明年兩年預估每股稅後純益(EPS)都調高逾兩
成,對2025年預估EPS更調高46%。
至於緯創,摩根士丹利證券給予「優於大盤」評等,目標價145元。緯創將印度的iPhone
組裝廠給印度塔塔集團,大摩正面解讀,認為此舉可以降低虧損及利息支出,進而提高獲
利。瑞銀證券則給予「買進」評等,目標價140元。
心得/評論:
外資在聯發科法說會後按讚AI族群
點名創意、緯創、廣達、台光電
瑞銀同時將廣達目標價調升至280元
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