台積電（2330）今（17）日以1130元平盤收盤，同時也召開第二季法人申明會，公布財報不受匯率影響，續創史上最強二季，優於預期令投資人驚豔，外界關心明天（18日）台積電會不會大漲？資深證券剖析師呂漢威透露表現，明天最少會開漲，股價預計有機會挑戰前高1160元。

台積電在本日法說會中，也同步公布了第三季的財測，受新台幣本年來強勁升值影響，匯率從32元升至29元大關，下修毛利率，從58%至59%區間變成55.5%至57.5%，守住外資和市場最低標準。

儘管毛利率因匯率下修，但因營收獲長有所彌補，兩季的獲利應不會掉，可挑戰前高1160元較為公道。

呂漢威剖析，若以EPS預估，下半年約32元，上半年約28元，全年約60元。

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