[新聞] 台積重挫...十外資照挺 目標價多逾900元
原文標題:
台積重挫...十外資照挺 目標價多逾900元
原文連結:
https://money.udn.com/money/story/5607/7911123
發布時間:
2024/04/20 00:53:21 經濟日報 記者楊淨淳/台北報導
原文內容:
台積電(2330)法說會下修今年三大領域展望,震撼市場,昨(19)日跳空重挫,然外資
法人幾乎全面力挺,統計有十家法人對台積電目標價上看900元以上,最高價與次高價甚
至突破千元,以花旗證券調升至1,030元,居內外資圈最高價,且樂觀情境有望上看1,100
元;滙豐證券則上調至1,025元。
不過也有大和資本將台積電評等由「買進」降評至「優於大盤」,開啟法人圈調降台積電
評級第一槍。
花旗半導體產業分析師陳佳儀表示,台積電除將受惠雲端AI,也會受惠設備上的AI,AI應
用發展將導致更多的矽含量和晶片面積,有望支持台積電長期成長前景。
此外,憑藉先進封裝技術,預計台積電將擁有穩固客戶關係,看好台積電將受惠AI良好勢
頭及先進節點加速成長帶動,將其2024、2025、2026年獲利分別上調3%、9%、5%,目標價
上調至1,030元,樂觀情境下更上看1,100元。
陳佳儀指出,儘管台積電降低半導體成長展望,但在先進節點及AI需求的成長將繼續超過
產業表現,且具有穩固的行業地位。
毛利率方面,儘管3奈米製程及公用事業成本上升,將會稀釋下半年毛利率,然由於更好
的產能利用率和良率改善,預計毛利率只會溫和下降,且隨著2奈米晶片更好的定價和成
本結構、以及到2025年規格將有更好的改善,預計明年台積電收入年增長會更強勁。
儘管台積電昨日重挫,然內外資法人仍對其抱持正向展望,紛紛給予「買進」與「優於大
盤」評等。
心得/評論:
外資們又來「好心」的提醒台積電的目標價,大家應該都知道該怎麼做了吧?
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