台積電一觸1160元天花板價! 逾3萬股東獲利了結
離婚證人

國泰證期顧問處協理蔡明翰強調,首要是台積電美股ADR價錢早已較半年前的高點上漲逾一成,反應國際資金對其根基面與成長動能已有積極回應,相較之下,台股投資人則顯得守舊很多。

儘管營運面亮眼,根據集保中間統計,截至7月18日,台積電股東總數為161萬2,560人,較上周削減3萬1,139人。

他剖析,除技術面壓力仍在,近期台美關稅議題還沒有明朗,也影響市場情感。他提醒,雖然營運根基面趨向正向,但短線追高風險仍存在,建議投資人沒必要急於出場,守候震盪整理後再乘機布局,較能下降風險。

累計上半年獲利已達3個股本。

第二季毛利率58.6%,即便面對匯率波動,仍未受明明衝擊。

鼓勵昨日股價一度觸及半年未見的1,160元「天花板」價位,逾3萬股東趁勢獲利了卻。Yahoo奇摩股市

台積電一觸1160元天花板價! 逾3萬股東獲利了卻

陳依旻|Yahoo財經特派記者
陳依旻|Yahoo財經特派記者

台積電(2330)董事長魏哲家法說會上透露對公司後市展望樂觀,並預期第三季營收可望年增38%。

但如果拉長時候來看,自客歲底至今,台積電股東人數已大幅增添21萬人,小股東人數同樣成長近20萬,顯示整體仍有複雜長線資金回流,對其基本面連結信心。

不外,即使法說會釋出明確利多,台積電股價仍未成功沖破前高,昨日以1155元作收,上漲25元或2.21%。

Hsinchu City, Taiwan- June 24, 2024: Taiwan Semiconductor Manufacturing Company (TSMC) plant in Hsinchu Science Park, Taiwan, TSMC is the world's largest dedicated independent semiconductor foundry.
台積電一觸1160元天花板價,單周逾3萬股東獲利告終。圖/取自Getty images

進一步考察散戶動態,持股1至999股(未滿1張)的小股東,本周人數為117萬2,758人,較上周減少2萬3,126人,顯示在股價挑戰波段高點之際,很多投資人選擇先行獲利告終。

台積電第二季繳出可謂史上最強的財報:稅後淨利為3,982.73億元,年增52.52%;每股盈餘(EPS)達15.36元,創下歷史新高。激勵昨日股價一度觸及半年未見的1,160元「天花板」價位,逾3萬股東順勢獲利了卻。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"陳依旻|Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"creator":{"@type":"Person","name":"陳依旻|Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/j3hh7BzZP5H2zTiwO4HW2w--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAw/https://s.yimg.com/os/creatr-uploaded-images/2024-10/b57ea870-8b86-11ef-b75c-fc9392e50d8c","height":800,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/j3hh7BzZP5H2zTiwO4HW2w--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAw/https://s.yimg.com/os/creatr-uploaded-images/2024-10/b57ea870-8b86-11ef-b75c-fc9392e50d8c"}