| 2330 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2330 台積電 |
實收資本額 |
259327 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1994/09/05 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
黃仁昭 |
電 話 |
03-5636688 |
|
|
|
|
|
|
|
|
|
| 地 址 |
新竹科學園區力行六路8號 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子上游-IC-代工 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
依客戶之訂單與其提供之產品設計說明，以從事製造與銷售積體電路、以及其他晶圓半導體裝置、提供前述產品之封裝與測試服務、積體電、路之電腦輔助設計技術服務、提供製造光罩及其設計服務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
950.00 |
法人買賣超合計(近一日) |
買超 25591.695 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
42.00
|
法人買賣超合計(近一週) |
買超
63643.86 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
4.63
|
法人買賣超合計(近一月) |
賣超 -39694.14 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
1.97
|
外資連7買 |
|
自營連4賣 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 最新股利發放 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
殖利率 |
|
|
|
|
|
|
|
| 2024/06/04 |
4.00 |
0.05 |
2009/07/15 |
2024/09/12 |
0.42% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
|
|
|
|
| 2024 |
2025/06/03 |
17.00 |
0.00 |
|
2025/06/12 |
|
1.79% |
0% |
1.79% |
|
|
|
|
| 2023 |
2024/06/04 |
13.00 |
0.00 |
|
2024/06/13 |
|
1.37% |
0% |
1.37% |
|
|
|
|
| 2022 |
2023/06/06 |
11.00 |
0.00 |
|
2023/06/15 |
|
1.16% |
0% |
1.16% |
|
|
|
|
| 2021 |
2022/06/08 |
11.00 |
0.00 |
|
2022/06/16 |
|
1.16% |
0% |
1.16% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
58.69 |
K(9) |
91.61 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
165.37 |
D(9) |
78.81 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
16.19 |
周K(9) |
40.1 |
|
1.6 |
1.2 |
1.6 |
1.2 |
2 |
|
|
|
|
| 股價淨值比 |
5.74 |
周D(9) |
27.85 |
綜合評分: |
7.6 |
建議: |
列入追踪 |
目標價: |
1024.88 |
|
|
|
|
| 月線乖離率 |
9.38 |
季線乖離率 |
-2.24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
1,172.84 |
3*PB |
496.52 |
|
|
|
|
| 股價 |
942.00 |
889.00 |
850.00 |
888.00 |
950.00 |
15*PE |
879.63 |
2*PB |
331.01 |
|
|
|
|
| 成交量(千股) |
121,608 |
405,940 |
215,165 |
167,567 |
143,877 |
10*PE |
586.42 |
1*PB |
165.51 |
|
|
|
|
| 資餘 |
25,154 |
24,278 |
26,525 |
23,517 |
21,913 |
5*PE |
293.21 |
0.5*PB |
82.75 |
|
|
|
|
| 券餘 |
70 |
244 |
192 |
335 |
432 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
868,461,178
|
759,692,143
|
673,510,177
|
592,644,201
|
625,528,856
|
546,732,758
|
480,841,254
|
|
|
|
|
| 營業成本(千) |
|
356,083,027
|
320,346,477
|
315,385,699
|
278,138,932
|
293,760,931
|
250,090,294
|
220,641,407
|
|
|
|
|
| 營業毛利(千) |
|
512,378,151
|
439,345,666
|
358,124,478
|
314,505,269
|
331,767,925
|
296,642,464
|
260,199,847
|
|
|
|
|
| 營業費用(千) |
|
86,338,820
|
79,078,904
|
70,295,310
|
65,357,281
|
71,621,021
|
68,708,791
|
58,194,560
|
|
|
|
|
| 營業利益(千) |
|
425,712,913
|
360,766,289
|
286,555,542
|
249,018,306
|
260,204,503
|
228,064,903
|
201,958,043
|
|
|
|
|
| 營業外收入及支出(千) |
|
23,085,091
|
23,420,563
|
19,755,033
|
17,524,898
|
18,076,486
|
13,875,592
|
12,716,866
|
|
|
|
|
| 稅前純益(千) |
|
448,798,004
|
384,186,852
|
306,310,575
|
266,543,204
|
278,280,989
|
241,940,495
|
214,674,909
|
|
|
|
|
| 所得稅(千) |
|
74,329,116
|
59,106,682
|
58,649,137
|
41,321,941
|
39,974,788
|
31,145,221
|
32,957,903
|
|
|
|
|
| 稅後純益(千) |
|
374,468,888
|
325,080,170
|
247,661,438
|
225,221,263
|
238,306,201
|
210,795,274
|
181,717,006
|
|
|
|
|
| 其他綜合損益(千) |
|
37,903,377
|
-21,056,278 |
13,464,599
|
41,273,948
|
-37,226,200 |
26,049,225
|
5,659,104
|
|
|
|
|
| 綜合損益(千) |
|
412,372,265
|
304,023,892
|
261,126,037
|
266,495,211
|
201,080,001
|
236,844,499
|
187,376,110
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
17.31
|
14.81
|
11.81
|
10.28
|
10.73
|
9.33
|
8.28
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
14.45
|
12.54
|
9.56
|
8.69
|
9.21
|
8.14
|
7.01
|
|
|
|
|
| 毛利率(%) |
|
59.00
|
57.83
|
53.17
|
53.07
|
53.04
|
54.26
|
54.11
|
|
|
|
|
| 營業利益率(%) |
|
49.02
|
47.49
|
42.55
|
42.02
|
41.60
|
41.71
|
42.00
|
|
|
|
|
| 稅後純益率(%) |
|
43.12
|
42.79
|
36.77
|
38.00
|
38.10
|
38.56
|
37.79
|
|
|
|
|
| 稅後權益報酬率(%) |
|
8.97
|
8.29
|
6.62
|
6.30
|
6.95
|
6.41
|
5.77
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
|
|
|
|
| 202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
| 202503 |
285,956,830 |
839,253,664 |
9.98
|
46.49
|
41.61
|
|
|
839,253,664
|
41.61 |
|
|
|
|
| 202502 |
260,008,796 |
553,296,834 |
-11.35 |
43.14
|
39.22
|
|
|
831,459,941
|
44.92 |
|
|
|
|
| 202501 |
293,288,038 |
293,288,038 |
5.44
|
35.92
|
35.92
|
|
|
847,509,503
|
41.7 |
|
|
|
|
| 202412 |
278,163,107 |
2,894,307,699 |
0.76
|
57.78
|
33.89
|
54.21
|
|
868,461,178
|
38.84 |
|
|
|
|
| 202411 |
276,058,358 |
2,616,144,592 |
-12.15 |
33.99
|
31.77
|
|
|
842,170,788
|
33.75 |
|
|
|
|
| 202410 |
314,239,713 |
2,340,086,234 |
24.76
|
29.21
|
31.51
|
|
創歷史新高 |
816,978,798
|
33.42 |
|
|
|
|
| 202409 |
251,872,717 |
2,025,846,521 |
0.40
|
39.60
|
31.87
|
36.90
|
|
759,692,143
|
38.95 |
|
|
|
|
| 202408 |
250,866,368 |
1,773,973,804 |
-2.37 |
32.95
|
30.85
|
|
|
715,688,119
|
36.92 |
|
|
|
|
| 202407 |
256,953,058 |
1,523,107,436 |
23.61
|
44.67
|
30.50
|
|
創歷史新高 |
694,442,123
|
36.02 |
|
|
|
|
| 202406 |
207,868,693 |
1,266,154,378 |
-9.47 |
32.90
|
27.96
|
22.09
|
|
673,510,177
|
40.07 |
|
|
|
|
| 202405 |
229,620,372 |
1,058,285,685 |
-2.71 |
30.07
|
27.03
|
|
|
660,852,288
|
40.65 |
|
|
|
|
| 202404 |
236,021,112 |
828,665,313 |
20.91
|
59.58
|
26.22
|
|
|
612,880,186
|
34.26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
|
|
|
|
| 1470 |
台灣摩根士丹利 |
10972 |
11628 |
656 |
9800 |
元大 |
-4816 |
2070 |
6886 |
|
|
|
|
| 8440 |
摩根大通 |
5286 |
6448 |
1162 |
8880 |
國泰 |
-3120 |
895 |
4015 |
|
|
|
|
| 1380 |
台灣匯立 |
3050 |
3492 |
442 |
9A00 |
永豐金 |
-2148 |
492 |
2640 |
|
|
|
|
| 1440 |
美林 |
1816 |
3214 |
1398 |
9600 |
富邦 |
-2099 |
1718 |
3817 |
|
|
|
|
| 1360 |
港商麥格理 |
1380 |
1604 |
224 |
9200 |
凱基 |
-1903 |
2862 |
4765 |
|
|
|
|
| 1480 |
美商高盛 |
1139 |
2796 |
1657 |
9300 |
華南永昌 |
-1156 |
380 |
1536 |
|
|
|
|
| 1590 |
花旗環球 |
989 |
1521 |
532 |
5850 |
統一 |
-1036 |
188 |
1224 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
512 |
2062 |
1550 |
5920 |
元富 |
-888 |
438 |
1326 |
|
|
|
|
| 8960 |
香港上海匯豐 |
484 |
505 |
21 |
9100 |
群益金鼎 |
-819 |
473 |
1292 |
|
|
|
|
| 1260 |
宏遠 |
85 |
277 |
192 |
8840 |
玉山 |
-814 |
306 |
1120 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250502 |
國安基金主標的 五產業擁短多護身符 |
|
|
|
|
| 20250502 |
台股早盤漲逾300點 台積電開盤大漲30元 |
|
|
|
|
| 20250502 |
AI 股強勢反攻 台積電領漲、聯發科陷1300元攻防戰 |
|
|
|
|
| 20250502 |
美科技財報亮 帶動台股勁揚552點收20,787點 台積電收950元 |
|
|
|
|
| 20250502 |
外資387億掃貨！AI 股強勢吸金 這檔金融股奪5萬張 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
39 |
優 |
10日籌碼集中度 |
15.3 |
優 |
單日買賣超 |
18470 |
|
|
|
| 5日籌碼集中度 |
26.1 |
優 |
20日籌碼集中度 |
-4.3 |
|
累計買賣超 |
-42372 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
13601 |
借券餘額 |
378115 |
千張大戶戶數 |
1518 |
大戶比例 |
86.04 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 19:33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
