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大行評級|高盛:上調台積電目標價至227美元 續列亞太區確信買入名單
格隆匯 07-19 15:34
高盛發表報吿指,台積電第二季業績大致符合預期,昨日舉行法人説明會時,投資者關注重點為價格策略及先進封裝的增長前景,管理層對明年價格前景的語調,較該行原先估計更正面,相信在公司強勁的議價能力及領導地位下,有更大可能上調其長遠的毛利率目標。 該行將台積電今年至2026年各年盈利預測,分別上調7.1%、8.4%及6.1%,以反映第二季業績、較高的價格及毛利率假設,預期第三季收入(以美元計)按季升11.8%,毛利率55.4%、經營溢利率44.9%,全年收入(以美元計)則增長25.9%,維持其“買入”評級,維持列入亞太區確信買入名單內,台股十二個月目標價1160元新台幣上調至1230元新台幣,美股目標價由218美元上調至227美元。
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