[新聞] 台積電法說前傳利多 美系外資重申喊買、目標價破千元
原文標題:台積電法說前傳利多 美系外資重申喊買、目標價破千元
原文連結:https://money.udn.com/money/story/5607/7873354
發布時間:2024-4-2
記者署名:吳康瑋
原文內容:
晶圓代工龍頭台積電(2330)持續看好AI市場的強勁需求,並規劃一系列先進封裝擴產計
畫,而2日股價以784元開出,盤中強勢上漲20元、漲幅達2.6%、一舉站上今日高點790元
,而傍晚一家美系外資也特別出具最新報告,並將目標價自原先860元,調整成1,080元,
正式邁過千元大關。
據悉,台積電今日股價以紅盤開出後,震盪走高、收在全天最高點790元,而三大法人今
日同步買超、其中又以外資買超最多,今日買超破上萬張,截至目前為止,外資已連續三
個交易日保持買超態勢,至於投信今日則首度從賣轉買,而自營商也連續兩個交易日保持
買超態勢,而今日單日大盤成交量達3.79萬張,整體表現呈現交投熱絡。
台積電持續看好AI相關產線需求,同時也大膽預測,今年營收因AI所用高階晶片帶動需求
,成長幅度將有望超過20%,而台積電也即將於4月18日召開的法說會,吸引外界關注。公
司認為,包括各家半導體廠都會運用AI來加速新技術的研發,半導體技術的競爭都受AI影
響,無論是手機、PC都會放進AI模型,藉此加強競爭,需要愈來愈大的算力和更高的能源
效率,也因此客戶對先進製程的需求,也跟著愈來愈強勁。
心得/評論:
這個美系外資我就是大摩本人吧?
不確定上次大摩喊台積電上1000後
發生什麼事了
你各位是忘記還是害怕想起來?
--
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