食品大廠-統一集團董事長高清愿昨天宣布交棒；同時間，晶圓代工龍頭-台積電張忠謀也退位CEO。不過，這兩大產業龍頭的世代交替，似乎沒有衝擊到股價。分析師和投資人認為，兩大企業獲利營收可觀，接班佈局早就啟動，因此世代交替，表現都不會太差。
12號台積電董事會，張忠謀宣布退位CEO。雖然這家晶圓代工龍頭，未來交由劉德音、魏哲家兩位執行長雙人共治，但張忠謀一句「還是會管事」，卻讓法人投資人，吃了定心丸。
雖然國際半導體市場發展趨緩，使台積電的股價今天下跌約2%，不過，權值股、法人照樣買單，當然是看準光今年1到10月，台積電營收就上看5030億，比去年成長18.27%！而且張忠謀接班佈局，其實老早準備好。
[[分析師 曾光輝]]
最主要是台積電它已經步上軌道，那法人所看到的不光只是說，董事長是誰在領導
而是在這個產業裡面，能不能持續變成一個龍頭。
而同樣宣布改朝換代的食品大廠-統一集團，受惠「統一超商」、「統一實業」獲利大躍進，累計前三季合併營收達3255億，比去年同期成長5.4%。單季及累計營收都創歷史高點下，即使高清愿交棒，對股價也沒太大影響。
[[投資人]]
像統一那個(董事長高清愿)已經早就，稍微有在退居幕後了，都可以看得出來，所以你看它股價表現也還好，因為它們每年的獲利都很穩定。
雖然近期投信持續站在賣方，但外資是「買多、賣少」，投資人也看好統一後續營收。
Investors concentrated mostly on prospects for future growth when trading shares in Taiwan Semiconductor Manufacturing Company and Uni-President Enterprises Corp. today. Both companies announced major management reshuffles on Tuesday, though the changes were expected and had little effect on prices.
On Tuesday TSMC Chairman Morris Chang announced he will relinquish his role as CEO. Taking over as co-CEOs will be Mark Liu and C. C. Wei, though Chang also said he will remain as an active chairman, providing relief to investors.
TSMC shares dropped about 2 percent today, though the decline had more to do with a slowdown in the global semiconductor business than the leadership changes. There is much reason for optimism in TSMC: it’s heavily weighted, revenues between January and October exceeded NT$500 billion, nearly a fifth higher than the same period last year. And the company has been preparing for Chang’s gradual exit.
Tseng Kuang-hui
Analyst
The most important reason is that TSMC was already on this path. Institutional investors not only want to see who the chairperson is that is leading this company. They want to know whether the company can continue growing into a leader in this industry.
On the same day, food manufacturer Uni-President Group announced its own leadership change. Strong performances from two of its units – President Chain Store Corp. and Ton Yi Industrial Corp. – brought its revenues over the first three quarters to NT$325 billion, growth of more than 5 percent. After the group set records in single quarter and accumulated revenues, investors didn’t sell-off on news of Kao Chin-yen stepped down as chairman.
Investor
The Uni-President (chairman) was already stepping into the background. It was clear as day. So you can see the share price is good because every year their profits are stable.
In the short-term many investment trusts are taking a sell position on Uni-President, though foreign institutional investors are increasing their stake in the company. They have high hopes for strong future revenues.
文章出處：民視英語新聞
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