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耀才植耀輝:台積電賣點仍多 港股250天線續拉鋸
阿思達克 05-12 09:55
耀才證券研究部總監植耀輝稱,台積電剛公布四月份營收數據以及於新竹市舉行技術論壇。就在上週,三星半導體才放狠話,目標在5年內在技術上超前台積電。三星之自信,緣於其所採用之GAA(Gate All Ground)技術理論上可以生產較台積電面積更少(最多減少達45%)及更低耗能(50%)之晶片。台積電在論壇上預計亦將顯示2納米技術以及3納米技術之強化版。不過集團高管表示,由於客戶去庫存時間較預計長,預期第二季將是業務谷底。 雖然行業景氣仍欠佳,不過從台積電最新發布之2022年年報中,仍可感受到其行業龍頭及對環球科技行業之重要性。該公司去年12吋晶圓出貨量達到1,530萬片,提供288種不同之製程技術,以及為532個客戶生產約1.2萬種不同產品。恐怕全球也難找到另一間企業可以與之匹敵!而對於三星之競爭及挑戰,總裁魏哲家亦以一個「Trust」字霸氣回應(有興趣了解之朋友可自行上網找找相關報道)。 另外,股神巴菲特在股東年會上表示,台積電是全球最佳經營以及最重要之企業,筆者亦深有同感,惟跟股神不同的是筆者對地緣政局之擔憂不太擔心,而且近年台積電已在全球不斷開設新廠房以達致分散之目標。所以仍會繼續視此股為長線投資之選。 至於港股方面,近期走勢依舊未見太大起色,繼續於250天線(19,700點)附近上落。「五窮月」只過了約一半,但感覺大市氣氛相當悶,看來要打破此困局不易,短期內拉鋸格局將維持矣。 筆者持有台積電股份~
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