一錢不落虛空地

黎方國則以大立光為例申明，第二季因匯損被吃掉三個股本，凸顯匯損對企業財報的衝擊，市場也關注台積電是不是也將面臨類似匯損壓力，成為將來獲利成長的一大挑戰。

蔡明翰指出，從第二季入手下手，市場逐步擔憂新台幣持續升值和中美關稅變數，可能對企業獲利造成壓力，進而影響全年營收瞻望。

離婚證人他指出，若此次法說會能確認台積電保持本來的營收方針，將有助於舒緩市場疑慮，增添投資決心信念。國泰證期顧問協理蔡明翰則直言，若台積電董事長魏哲家能再度重申全年營收年增逾兩成，將成為股價轉強的主要利多訊號。","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/n1YqBfI.bVIuoUrDR7DmnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTYyMA--/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167","height":620,"width":960},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/n1YqBfI.bVIuoUrDR7DmnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTYyMA--/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167"}