台積電連私校人才也抓 謝金河曝:其他科 - 職場
By Kelly
at 2021-10-28T12:45
at 2021-10-28T12:45
Table of Contents
※ [本文轉錄自 Stock 看板 #1XUVANPw ]
作者: Reewalker (報告饅頭班長不夠) 看板: Stock
標題: [新聞] 台積電連私校人才也抓 謝金河曝:其他科
時間: Thu Oct 28 08:45:10 2021
作者: keel90135 (尼可) 看板: Tech_Job
標題: [新聞] 台積電連私校人才也抓 謝金河曝:其他科
時間: Wed Oct 27 22:13:17 2021
https://newtalk.tw/news/view/2021-10-27/657102
台積電連私校人才也抓 謝金河曝:其他科技廠叫苦連天
美國媒體CNBC日前造訪台積電正在建設的美國亞利桑那州鳳凰城晶圓21廠,引發關注。財
信傳媒董事長謝金河認為,台積電的美國設廠可能是台積電走向世界的重要一步,他也透
露,過去台積電只招考台,清,交,成等國立大學人才,如今連私校人才也一把抓,很多
科技廠商都叫苦連天。
台積電14日發布第三季業績報告,每股盈餘比市場預期來得高,謝金河提到,最近台積電
消息特別多,但對於台積電的評價,外資卻出現完全不一樣的看法,高盛樂觀看到1028元
,大摩卻給台積電588元的超低目標價,這個兩極端看法,到底誰對,也決定台股未來方
向。他認為,如果高盛猜對了,台股可能往20000的目標邁進,如果摩根士丹利看對,台
股恐不易再越過今年18034的高點,台積電仍牽動台股未來方向。
謝金河指出,另一個焦點是台積電在亞利桑納的設廠,美媒CNBC用了很大的篇幅,專訪亞
利桑納的CEO凱西迪(Rick Cassidy),甚至特別用空拍把廠區施工的現場做了深入報導。
他認為這個專輯也把台積電對全球產業的重要性做了完整的分析,也對張忠謀一生的奉獻
,表達最深的敬意。台積電的美國設廠可能是台積電走向世界的重要一步,接下來,台積
電可能到日本,也可能到德國,這個全球化的腳步,會不會影響未來台積電毛利率及浄利
,也會是未來大家會討論的焦點。
謝金河表示,這三天來高雄參訪,很多科技公司都表示,台積電對人才的強大吸納力量,
已大大影響到其他科技廠商的人才招聘,過去,台積電只招考台,清,交,成等國立大學
人才,如今連私校人才也一把抓,很多科技廠商都叫苦連天。因此,移動一些產能到海外
,也許是不得不選擇的路。
最後,謝金河認為,今年第三季,台積電交出Eps6.03元的好成績,前三季Eps16.5元,今
年EPS應該會落在22到23元之間,如果明年成長力道不變,台積電仍然是台灣的投資人最
值得關注的投資標的。
心得
gg壟斷
其他科技廠人才荒
台積作多
其他的股票要不要做作?
--
作者: Reewalker (報告饅頭班長不夠) 看板: Stock
標題: [新聞] 台積電連私校人才也抓 謝金河曝:其他科
時間: Thu Oct 28 08:45:10 2021
作者: keel90135 (尼可) 看板: Tech_Job
標題: [新聞] 台積電連私校人才也抓 謝金河曝:其他科
時間: Wed Oct 27 22:13:17 2021
https://newtalk.tw/news/view/2021-10-27/657102
台積電連私校人才也抓 謝金河曝:其他科技廠叫苦連天
美國媒體CNBC日前造訪台積電正在建設的美國亞利桑那州鳳凰城晶圓21廠,引發關注。財
信傳媒董事長謝金河認為,台積電的美國設廠可能是台積電走向世界的重要一步,他也透
露,過去台積電只招考台,清,交,成等國立大學人才,如今連私校人才也一把抓,很多
科技廠商都叫苦連天。
台積電14日發布第三季業績報告,每股盈餘比市場預期來得高,謝金河提到,最近台積電
消息特別多,但對於台積電的評價,外資卻出現完全不一樣的看法,高盛樂觀看到1028元
,大摩卻給台積電588元的超低目標價,這個兩極端看法,到底誰對,也決定台股未來方
向。他認為,如果高盛猜對了,台股可能往20000的目標邁進,如果摩根士丹利看對,台
股恐不易再越過今年18034的高點,台積電仍牽動台股未來方向。
謝金河指出,另一個焦點是台積電在亞利桑納的設廠,美媒CNBC用了很大的篇幅,專訪亞
利桑納的CEO凱西迪(Rick Cassidy),甚至特別用空拍把廠區施工的現場做了深入報導。
他認為這個專輯也把台積電對全球產業的重要性做了完整的分析,也對張忠謀一生的奉獻
,表達最深的敬意。台積電的美國設廠可能是台積電走向世界的重要一步,接下來,台積
電可能到日本,也可能到德國,這個全球化的腳步,會不會影響未來台積電毛利率及浄利
,也會是未來大家會討論的焦點。
謝金河表示,這三天來高雄參訪,很多科技公司都表示,台積電對人才的強大吸納力量,
已大大影響到其他科技廠商的人才招聘,過去,台積電只招考台,清,交,成等國立大學
人才,如今連私校人才也一把抓,很多科技廠商都叫苦連天。因此,移動一些產能到海外
,也許是不得不選擇的路。
最後,謝金河認為,今年第三季,台積電交出Eps6.03元的好成績,前三季Eps16.5元,今
年EPS應該會落在22到23元之間,如果明年成長力道不變,台積電仍然是台灣的投資人最
值得關注的投資標的。
心得
gg壟斷
其他科技廠人才荒
台積作多
其他的股票要不要做作?
--
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