野村：三星良品率挑战大上调台积电目标价至777元_老虎社区_美港股上老虎

野村：三星良品率挑战大上调台积电目标价至777元

财通社2021-04-14

【野村：三星良品率挑战大上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展...

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澜鱼
·2021-04-15
瞎搞？
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JJChai2188
·2021-04-15
777什么？
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rogerzhu
·2021-04-15
是不是写错了？777？
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- yiyimama:
  台币？
  2021-04-15
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- 钱天哥:
  那就相当于二三十美元，好像也不太对....
  2021-04-15
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"SMSN.UK":"三星","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127044161","content_text":"【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展比三星过去任何制程来得慢，导致高通、辉达等晶片生产不如预期，进而转单给台积电。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":347834302,"gmtCreate":1618482820106,"gmtModify":1634292643264,"author":{"id":"3558518600890794","authorId":"3558518600890794","name":"JJChai2188","avatar":"https://static.tigerbbs.com/ebc5ed767518dfa301309e02b2b3a229","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3558518600890794","authorIdStr":"3558518600890794"},"htmlText":"777什么？","listText":"777什么？","text":"777什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347834302","repostId":2127044161,"repostType":2,"repost":{"id":"2127044161","pubTimestamp":1618368120,"share":"https://www.laohu8.com/m/news/2127044161?lang=&edition=full","pubTime":"2021-04-14 10:42","market":"us","language":"zh","title":"野村：三星良品率挑战大 上调台积电目标价至777元","url":"https://stock-news.laohu8.com/highlight/detail?id=2127044161","media":"财通社","summary":"【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展比三星过去任何制程来得慢，导致高通、辉达等晶片生产不如预期，进而转单给台积电。","content":"<html><body><article><p>【野村：<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>良品率挑战大 上调<a href=\"https://laohu8.com/S/TSM\">台积电</a>目标价至777元】野村证券出具报告表示，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致<a href=\"https://laohu8.com/S/QCOM\">高通</a>、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展比三星过去任何制程来得慢，导致高通、辉达等晶片生产不如预期，进而转单给台积电。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>野村：三星良品率挑战大 上调台积电目标价至777元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n野村：三星良品率挑战大 上调台积电目标价至777元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"SMSN.UK":"三星","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127044161","content_text":"【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展比三星过去任何制程来得慢，导致高通、辉达等晶片生产不如预期，进而转单给台积电。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":344567039,"gmtCreate":1618416471521,"gmtModify":1618416471521,"author":{"id":"9832168432473","authorId":"9832168432473","name":"rogerzhu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"9832168432473","authorIdStr":"9832168432473"},"htmlText":"是不是写错了？777？","listText":"是不是写错了？777？","text":"是不是写错了？777？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344567039","repostId":2127044161,"repostType":2,"repost":{"id":"2127044161","pubTimestamp":1618368120,"share":"https://www.laohu8.com/m/news/2127044161?lang=&edition=full","pubTime":"2021-04-14 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content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>野村：三星良品率挑战大 上调台积电目标价至777元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n野村：三星良品率挑战大 上调台积电目标价至777元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 10:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"SMSN.UK":"三星","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210414104628774b2850&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127044161","content_text":"【野村：三星良品率挑战大 上调台积电目标价至777元】野村证券出具报告表示，英特尔虽宣布拓展代工市场，但制程远不如台积电，未来高阶订单外包成为定局，加上三星在5奈米及8奈米碰到有史以来最严峻的良率挑战，恐导致高通、辉达订单都转给台积电，台积电动能将前所未见的强大，进一步上修目标价至777元。野村指出，台积电另一对手的三星，也在5奈米和8奈米良率碰到有史以来最大的挑战，预估未来十年，这两个制程的发展比三星过去任何制程来得慢，导致高通、辉达等晶片生产不如预期，进而转单给台积电。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4042110,"gmtCreate":1618474132626,"gmtModify":1635738487440,"authorId":3572175146938356,"author":{"id":3572175146938356,"idStr":"3572175146938356","authorId":3572175146938356,"name":"yiyimama","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344567039,"type":1,"supId":0,"prevId":0,"content":"台币？","text":"台币？","html":"台币？"},{"id":4043039,"gmtCreate":1618482730875,"gmtModify":1618482730875,"authorId":3554699578968625,"author":{"id":3554699578968625,"idStr":"3554699578968625","authorId":3554699578968625,"name":"钱天哥","avatar":"https://static.tigerbbs.com/541362716045c5c925c947703b341d46","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344567039,"type":1,"supId":4042110,"prevId":0,"content":"那就相当于二三十美元，好像也不太对....","text":"那就相当于二三十美元，好像也不太对....","html":"那就相当于二三十美元，好像也不太对...."}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}