[新聞] 蘋果追單 台積電市值直逼英特爾
〔記者洪友芳/新竹報導〕受惠蘋果iPhone 7上市後銷售超過預期的利多帶動,台積電
(2330)第4季可望出現追單效應,營運後市看好,外資本週連4買,拉抬昨股價以185.5
元作收,市值達4.81兆元,股價還原權值與市值雙雙再創歷史新高紀錄,也再刷新台股
單一上市公司市值的最高紀錄,市值直追全球半導體一哥英特爾(Intel)。
台積電ADR於21日收30.5美元新高,漲幅2%,換算每股為191.7元台幣,帶動台股昨也跟著
上漲,以185.5元、上漲1.5元作收,市值達4.81兆元,以昨匯率計算,相當市值為
1522.39億美元,英特爾21日的收盤價為37.45美元,市值約1770.81億美元,差距約248億
美元,台積電相較今年初市值3.6兆元已增加1.21兆元,以外資目標價超過200元來看,市
值與英特爾將會更拉近。
英特爾被視為蘋果iPhone 7的贏家,根據科技網站chipworks拆解A1778版iPhone 7後製作
的報告,英特爾供應iPhone 7中的2個射頻收發器、基頻晶片和電源管理晶片;但台積電
其實更是大贏家,因英特爾也是委由台積電代工生產,加上iPhone 7搭載的A10 Fusion應
用處理器,由台積電全包代工生產、非蘋陣營的中低階手機相關產品的訂單也湧現,帶動
營運後市看好。
台積電8月合併營收以943.11億元創單月歷史新高,9月因中秋連假將影響營收較下滑,但
可望順利達成第3季營收季增14.5~16%營運目標。法人預期隨著蘋果iPhone 7銷售比預期
為佳,台積電第4季將會有追單效應,呈現淡季不淡,估營收約可季減5%以內,全年營收
年增近10%可望達陣。
http://news.ltn.com.tw/news/business/paper/1034781
(自由 2016-09-23)
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