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"description": "台股今早盘重挫逾1470点,台积电(2330-TW)跌幅不到2%,市场仍看好下午法说会 国泰证看好台积电第3季营收优于预期,焦点在N2良率、CoWoS扩产与明年资本支出 元大称台积电法说前毛利率、营收、资本支出有上修空间,供应链厂务工程等可望受惠",
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"content": "<p>受到美股重挫空袭,台股今(15)日早盘暴跌超过1470点,台积电(2330-TW)贡献跌点达350点,联发科(2454-TW)和台达电(2308-TW)均造成80点上下的跌点,不过,实际上台积电股价跌幅不到2%,显示市场对其下午将召开的法说会仍具信心,多家内资券商出具报告仍看好台积电展望。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6630880/l/a879f9daf8a735a155a23b39a36dcfef.jpg\" alt=\"台股遭空袭重挫1300点 多家内资看好权王下午法说稳信心\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>国泰证期研究部指出,台积电第三季营收优于预期,反映 N3、N2 及先进封装需求持续强劲,市场焦点将聚焦法说会对 N2 良率、CoWoS 扩产和明年资本支出展望。</p>\n\n<p>而随着AI 由 Generative AI 迈向 Agentic AI,推升先进制程需求与报价能力,国泰证看好台积电受惠产能扩张及产品组合优化,营运和获利有望续创高,长期成长动能依然强劲。</p>\n\n<p>统一投顾则认为,台股基本面厚实,企业 9 月营收连袂创高,短线虽有外资连日提款和海外高利率环境造成回档压力,但多头结构未破。</p>\n\n<p>统一投顾也提到,台积电伴随伙伴 ASML 释出财报利多,下午的法说会值得期待,下档具实质买盘强力支撑。</p>\n\n<p>元大投顾提到,台积电法说召开在即,投资人聚焦毛利率、营收展望、资本支出均有上修空间,供应链当中厂务工程、先进测试、高阶封装、制程耗材等连动受惠。</p>\n\n<p>不过,元大投顾提醒,台股大盘接连失守短期均线,KD 指标交叉向下,技术型态明显转弱,同时,随着融资余额快速累积至 6500 亿元,且法人逢高调节,因此,预期利空有效沉淀之前,指数将处震荡调整格局。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10584.html\" title=\"营收速报 - 晟楠(3631)7月营收700万元年增率高达181.8%\">营收速报 - 晟楠(3631)7月营收700万元年增率高达181.8%</a></li>\n <li><a href=\"/new/tw/article-18088.html\" title=\"正凌(8147)AI机柜供不应求、广州厂满载仍扩产33%!毛利率却跌破40%,获利卡在哪?\">正凌(8147)AI机柜供不应求、广州厂满载仍扩产33%!毛利率却跌破40%,获利卡在哪?</a></li>\n <li><a href=\"/new/tw/article-15281.html\" title=\"汽燃费开征助攻!电支7月代收付冲上330亿元 街口窜升至第二\">汽燃费开征助攻!电支7月代收付冲上330亿元 街口窜升至第二</a></li>\n <li><a href=\"/new/tw/article-9303.html\" title=\"巨亨速报 - Factset 最新调查:智伸科(4551-TW)目标价调升至240元,幅度约7.87%\">巨亨速报 - Factset 最新调查:智伸科(4551-TW)目标价调升至240元,幅度约7.87%</a></li>\n <li><a href=\"/new/tw/article-3327.html\" title=\"虎山ADAS车用镜头模组进入放量收割期 瑞芳五厂年底前完工\">虎山ADAS车用镜头模组进入放量收割期 瑞芳五厂年底前完工</a></li>\n <li><a href=\"/new/tw/article-16631.html\" title=\"成本推升及内需消费平淡 台系家电厂多轨迎战下半年\">成本推升及内需消费平淡 台系家电厂多轨迎战下半年</a></li>\n </ul>\n</div>",
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"createdAt": "2026-10-15T01:46:45.000Z",
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