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不認同外資調降台積電目標價至 580 元,市場長文提六大錯誤反駁 - Vimarsana News

不認同外資調降台積電目標價至 580 元,市場長文提六大錯誤反駁

日前美系外資以先進製程需大規模資本投資,導致毛利率下滑,加上中國 5G 智慧型手機市場銷售成長停滯,將影響零組件的發展等理由,調降晶圓代工龍頭台積電的投資評等,目標價由原本每股 655 元下修至每股 580 元,有部落格產業分析作家特別撰文舉出六大錯誤看法,反駁美系外資調降台積電投資評等及目標價,這...