市值蒸發千億美元分析師仍喊買 台積電 - 工程師
By Gilbert
at 2022-06-13T18:35
at 2022-06-13T18:35
Table of Contents
作者: lolic (白蝙蝠巴比特) 看板: Stock
標題: [新聞] 市值蒸發千億美元分析師仍喊買 台積電
時間: Fri Jun 10 10:22:34 2022
原文標題:
市值蒸發千億美元分析師仍喊買 台積電將大漲50%創新高
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原文連結:
https://money.udn.com/money/story/5599/6377652?from=edn_newestlist_rank
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發布時間:
2022/06/10 10:00:33
※請以原文網頁/報紙之發布時間為準
記者署名:
經濟日報 編譯季晶晶/綜合外電
※原文無記載者得留空
原文內容:
彭博資訊報導,台積電(2330)市值今年來蒸發約1,000億美元,
對尖叫快買進的多頭分析師來說意義不大。
根據彭博彙整賣方分析師的預估,
隨著打擊半導體業的總經逆風趨緩,以及投資人將注意力重新轉移到公司基本面,
台積電的股價預計12個月後大漲約50%到創新高價位。
基金經理人也開始認為台積電的跌勢即將結束。
群益創新科技基金經理Alex Huang說:「一旦非基本面因素消失,買家可能回籠。」
他認為,通膨憂慮及俄烏克蘭戰爭帶來的壓力都將在今年下半年減輕。
包括Mark Li在內的Sanford C Bernstein分析師本月稍早撰寫報告表示:
「雖然許多人擔心周期性修正,但我們預測股價上漲,以及強勁定價能力,
那能確保台積電今年和明、後年都不斷成長。」
彭博彙整37位分析師的建議,其中34人建議買入,3人說持有,沒有人建議賣出。
12個月平均目標價是台幣816.75元,遠高於周四收盤價541元。
在風險方面,投資人先前因為疫情而未在俄烏戰爭爆發前留意警告訊號,
並對通膨的發展有歧見,這些都將繼續影響晶片製造商的總經前景。
摩根大通公司Gokul Hariharan在內的分析師周三發布報告說:
「我們認為台積電的股價已經將不景氣考慮在內。但2023年可能下滑的幅度仍不清楚。」
不過,他們仍維持買入的評級。
其他分析師沒那麼遲疑。
摩根士丹利包括Charlie Chan在內的分析師說,
市場目前的緊張情緒,是買進台積電的良機,
該公司「前景看來安全」。Chan在上個月月底的報告指出台積電的技術領先地位說,
「我們認為現在是加碼的好時機」。
心得/評論:
※必需填寫滿30字,無意義者板規處分
彭博彙整37位分析師的建議
其中34人建議買入,3人說持有,沒有人建議賣出
台積電的股價預計12個月後大漲約50%到創新高價位
一年報酬率50% 難道你各位今天不買 要等著被外資買走嗎!
--
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