井口裕香2025台北演唱會具體售票資訊解禁
圖/取自Getty images 1、針對新台幣升值釀成的匯兌損失，市場早有預期，衝擊預估逐漸鈍化。 3、摩根士丹利屢次釋出樂觀訊號，預期台積電有望在本次法說上調全年營收財測；野村證券亦持不異看法，預估全年營收獲長幅度可能上修至年增27%至29%。 2、台積電第三季美元計價營收預期將延續季增，增幅落在1%至7%之間。離婚證人今天成效合適外資預期。即使第二季毛利率受影響，仍可望守住公司本來財測的57％至59％區間。 「將來幾年海外人力本錢會延續對毛利率造成壓力。 多家外資券商在法說會前已陸續提出概念，市場對匯損的預期反映相對成熟，整體仍連結正向評估。 台積電今第二季法說會預估第三季營收將落在318億至330億美元之間，董事長魏哲家估計營運將由公司製程手藝與製造能力的強勁需求所帶動。","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/1.2/2wtpDySRD6uXfvUGIYRcTA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNTUw/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167","height":775,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/2wtpDySRD6uXfvUGIYRcTA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNTUw/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167"} 台積電今（17）日召開第二季法人說明會，會中公布第三季財測，受新台幣本年來強勁升值影響，匯率從32元升至29元大關，下修毛利率，從58%至59%區間釀成55.5%至57.5%，驚險守住外資以及市場最低標準，董事長魏哲家也坦言「匯率沒法節制」，且將來幾年海外人力成本會延續對毛利率造成壓力。魏哲家：將來幾年海外人力成本會延續對毛利率造成壓力
【台積電法說會】匯損下修第三季毛利率！「險守55%」合適低標 魏哲家：海外人力本錢也是壓力
引用自: https://tw.stock.yahoo.com/news/%E3%80%90%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA%E6%9C%83%E3%8
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