$台积电(TSM)$_老虎社区_美港股上老虎

2021-11-04

$台积电(TSM)$3 reasons why this is happening. Agreed?

1. Chinese political risk

2. ADR type restricts TSM.US to follow movements in Taiwan markets, which has little volatility nowadays

3. US investors buy companies that tell good stories, like NVDA and TSLA, not a semiconductor foundry with healthy but 'stable' profitability growth to imagine

Conclusion is bearish. TSM won’t drop less in case of a market correction even though it remained flast during the bull rally happening right now.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

ElsieDewey
2021-11-05
ElsieDewey
TSM benefits from its labor force and location. For me, it is a good processing plant, not a company with particularly strong development potential. I don't think it is a good investment target.
- DaisyMoore:
  I agree with you very much. I think he will only maintain the status quo and process many chips, but because she does not have good R & D ability, he will not expand more business.
PagRobinson
2021-11-05
PagRobinson
I think this company has benefited a lot from the international situation. Of course, it also faces more policy risks. I think for a company's short-term investment, policy is a key factor that needs to be taken into account. In the short term, I don't think this is a good investment target.
小猪熊发财
2021-11-05
小猪熊发财
TSMC does offer a good r&d capability into more advanced chips e.g. 3nm. However at the of the day it is still a chip manufacturer not a chip designer, much less room for story-telling unlike NVDAs

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Chinese political risk2. ADR type restricts TSM.US to follow&nbsp;movements in Taiwan markets, which has&nbsp;little volatility nowadays3. US investors buy companies that tell&nbsp;good stories, like NVDA and TSLA, not a&nbsp;semiconductor foundry with healthy but&nbsp;'stable' profitability growth&nbsp;to imagineConclusion is bearish. TSM won’t drop less in case of a market correction even though it remained flast during the bull rally happening right now.</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>3 reasons why this is happening.&nbsp;Agreed?1. Chinese political risk2. ADR type restricts TSM.US to follow&nbsp;movements in Taiwan markets, which has&nbsp;little volatility nowadays3. US investors buy companies that tell&nbsp;good stories, like NVDA and TSLA, not a&nbsp;semiconductor foundry with healthy but&nbsp;'stable' profitability growth&nbsp;to imagineConclusion is bearish. TSM won’t drop less in case of a market correction even though it remained flast during the bull rally happening right now.</body></html>","text":"$台积电(TSM)$3 reasons why this is happening. Agreed? 1. Chinese political risk 2. ADR type restricts TSM.US to follow movements in Taiwan markets, which has little volatility nowadays 3. US investors buy companies that tell good stories, like NVDA and TSLA, not a semiconductor foundry with healthy but 'stable' profitability growth to imagine Conclusion is bearish. TSM won’t drop less in case of a market correction even though it remained flast during the bull rally happening right now.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/846052089","repostId":0,"isVote":1,"tweetType":1,"viewCount":396,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":415,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6463893,"gmtCreate":1636098458506,"gmtModify":1636098458506,"authorId":9000000000000603,"author":{"id":9000000000000603,"authorId":9000000000000603,"name":"ElsieDewey","avatar":"https://static.tigerbbs.com/f5db46fc82ad451b6aa0d938d2221d70","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":846052089,"type":1,"supId":0,"prevId":0,"content":"TSM benefits from its labor force and location. 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