Re: [新聞] 台積電(2330)公佈103年稅後盈餘已刪文
台積電目前的技術製程領先同業約3年,15倍本益比高嗎?
我是不太認為啦,今天技術遙遙領先,短期內尚無被拉近機會
(如果不怕拉近他們砸錢養夜鷹幹什麼)且不論蘋果或非蘋果
都必須跟他下單,毛利也穩定,只要科技業景氣不衰退,
營收還有機會持續成長,別說15倍,就算是20倍也不高,
甚至是22-25倍我都覺得在合理範圍之內
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