[新聞] 台積電遭拋售萬張、公股急護盤 18日法說將牽動 AI 行情
原文標題:
台積電遭拋售萬張、公股急護盤 18日法說將牽動 AI 行情
原文連結:
https://udn.com/news/story/7251/7901347
發布時間:
2024-04-16 08:17
記者署名:
吳康瑋
原文內容:
台股15日遭外資大舉拋售,拖累電子和重電及AI族群走勢衰退,而台積電(2330)、鴻海
(2317)、聯發科(2454)、廣達(2382)等前四大市值的公司,也全數收黑。而台積電
昨日下跌12元、不僅失守5日線,連同市值也大幅縮水,減少至20兆9,036億元。而台積電
將於18日召開法說,預計將牽動有關AI伺服器、半導體設備製造、測試等業者股價,提醒
投資人須多加留意。
台股15日跳空開低,而晶圓代工龍頭台積電也遭空頭大舉來襲,早盤以804元開低後,賣
壓湧現、股價震盪走跌,盤中最低一度摔至803元,終場跌幅收斂、不過仍下跌12元、收
806元無奈仍失守5日線。面對股價遭遇空襲,八大公股行庫券商也急忙出手護盤,將台積
電、聯發科等大廠作為主要買超標的,以國家隊之姿砸87億元緊急護盤,總算成功的救場
。
台積電近年已多次公開按讚有關AI產線的需求,並直言,各家半導體廠都會運用AI來加速
新技術的研發,半導體技術的競爭都受AI影響,並且無論是手機、PC,都會放進AI模型或
是裝進NPU,藉此來加強競爭,需要愈來愈大的算力和更高的能源效率,也因此客戶對先
進製程的需求,也跟著愈來愈強勁。
並且台積電內部也喊話,看好隨著AI需求不斷水漲船高,其所搭載的高階晶片需求也將持
續增長,並大膽預測今(2024)年營收有望成長超過20%。而台積電將於本週四(4月18日)
召開法說會,屆時將公布第一季財報,以及第二季展望,外界看好在高效能雲端運算需求
帶動下,後續營運表現有望再創歷史同期新高。而昨日台積電雖遭外資賣超1.18萬張,投
信、自營商卻同步自賣轉買,引發各界關注。
心得/評論:
原來有護盤
砸87億救GG
才賣幾萬張而已
怕什麼
我們有護G靠山
10萬股民10萬韭
87護盤救神山
兩天也才跌5%而已
等18號法會讓外資知道我們台灣神G的厲害!
--
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