【全集】台積電最後上車機會來了？法說會前「外資上調目標價至3400」再創紀錄！無人機預算後勢可期「帶動軍工股」？- 王榮旭 吳岳展 張甄薇 林友銘 張禹宣 劉寶傑《寶傑點兵》2026.06.29

00:00 Stunned by Baojie! TSMC's target price raised to NT$3400 before earnings call, setting a new record! Wang Rongxu: Every rebound starts with a decrease in volume! 24:45 Despite massive selling in Taiwan stocks, "Lianjia Investment Holdings" didn't fall and even hit the daily limit... Lin Youming: EPS jumps "high probability of stock price rebounding"! 37:38 Drone giants surge! Supported by the Executive Yuan's NT$210 billion and the Blue Party's NT$240 billion budget, five stocks including Leihu and Zhongguang Technology hit the daily limit! 45:36 HIWIN's 8-axis robotic arm coordinates perfectly, handling 320 packages per hour... Logistics giants are scrambling to use it! Taiwan stocks rebounded above 45,000, "just 0.1 points away"! Trading volume unusually "didn't break one trillion." Will TSMC's earnings call ignite a major counterattack? Taiwan stocks rise on "low volume," cleverly closing at "44999.9," a signal of a bottoming out and upward movement? Wang: Every rebound starts with "low volume"! Taiwan stocks bottom out and rebound... but what if there's a lack of volume to sustain the upward momentum? Wang: High volume either means "new highs" or "despair"! Foreign investors' selling spree isn't over yet? TSMC gets "sold off at the close" again... Wang: Foreign investors only sold 6 billion, quarter-end adjustments will end! High-yield ETF 00929's adjustment list reveals a major windfall in Taiwan stocks. Wang: Futures spread widening further, still "bullish"! Taiwan stock index may be entering a "high-level consolidation period"!? Wang: TSMC rallies before earnings call... the overall market index is supported! Asia Pacific, Hung-Soo, and Hsin-Yun rebound first? Counterattack? TSMC earnings call countdown: "TSMC friends" start rising in rotation from plant operations! TSMC earnings call rally: "Equipment stocks" lead the way? Wang: Nanya Technology, Worldwide, and Yageo's performance supports TSMC's strong performance... leading the way in turning positive! Analysts predict NT$3400 before TSMC's earnings call, setting a new record. Wu: Hung-Soo, Asia-Pacific, and Hsin-Yun are "TSMC friends" with endless business! Asia-Pacific wins Micron's Singapore engineering project + order backlog continues to reach new highs! Wu: A single plant earns "35 times the share capital"... foreign investors are snapping up shares! Not just ASML and US memory manufacturers... even Southeast Asian PCB manufacturers are looking to them for expansion. Wu: Yankee Engineering's orders remain high! The market has entered a "consolidation zone," so be cautious when selecting stocks... Wu: Zengniqiang and Youqun have a stable "low P/E ratio + high gross margin"! The market is watching TSMC's mid-July earnings call... TSMC friends are also waiting!? Zhang: "Advanced processes + packaging" deserve special attention! Is there a rhythm to follow in TSMC's earnings call market? Zhang: Chih-Sheng and Chunghwa's "G2C alliance" is effective... strong revenue and shipments!? MediaTek transforms from a "golden stock" to a "super-golden stock"! Zhang: Chow Yun-fat's praise for IC design... "Creative Industries and Weltrend" are expected to perform exceptionally well in H2! Foxconn and TSMC join forces to attack silicon photonics!? Xunxin-KY Chairman Chiang Shang-yi confirms close cooperation on the Coupe platform!? The CPO sector has been stagnant for a long time! When will it rebound? Lin: From being as expensive as gold to as cheap as copper within 3 months... the problem lies in valuation! The future market will follow TSMC... no need to worry about big names backing "CPOs"? Lin: Although foreign investors are selling heavily, "investment trusts" are buying on dips! Xunxin deepens its cooperation with TSMC... but the stock price remains weak? Lin: The stock price needs to stabilize after the "stock king"... "P/E ratio" correction! The silicon photonics industry trend is upward... but individual stock performance is polarized? Lin: A P/E ratio above 30 times needs correction! Can silicon photonics rise after correction... depends on AAOI performance? Lin: One more "lower shadow line or red bar" will stabilize the market! Following the 00929 stock swap "22 in, 22 out" strategy to weather the Taiwan stock market volatility? Wang Rongxu: Only by deducting the stock price increase after ex-dividend can you "really profit"! UMC's dividend yield "jumps from 6% to 1.5%", investment trusts abandon it. Wang: Following the lead in selling UMC at the beginning of the month, I "got empty-handed", foreign investors picked it up!? UMC's EPS was NT$3.3 last year... aiming for NT$7.5 next year. Wang: When investing in stocks, look at the "price difference"... a jump in profit naturally leads to a rise in stock price! Buying "high-dividend stocks" to hedge during the Taiwan stock market volatility? Wang: "Earning dividends but losing price difference" without AI support may still result in stagnant stock market! "Two lo...