花旗：台积电未来两年收入增长料将更为强劲

环球市场播报

03/30

　　花旗分析师在一份报告中称，台积电未来两年可能会实现更强劲的收入增长。他们指出，芯片需求不仅在人工智能（AI）加速器方面增长，也体现在更广泛的生态系统方面，包括CPU、网络芯片和共封装光学元件。

　　他们表示，供应环境趋紧巩固了台积电的定价权和利润率韧性。他们指出，得益于对尺寸更大、更先进制程芯片的需求，台积电的人工智能（AI）相关收入可能会增长逾一倍。

　　他们补充说，花旗预计2纳米芯片将成为台积电最大的收入来源，且至少在未来三年内订单可见度清晰。

　　花旗将台积电的目标价从新台币2600元上调至新台币2800元。该股报新台币1780.00元。

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href=https://finance.sina.com.cn/stock/usstock/c/2026-03-30/doc-inhsttra9803144.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗分析师在一份报告中称，台积电未来两年可能会实现更强劲的收入增长。他们指出，芯片需求不仅在人工智能（AI）加速器方面增长，也体现在更广泛的生态系统方面，包括CPU、网络芯片和共封装光学元件。\n　　他们表示，供应环境趋紧巩固了台积电的定价权和利润率韧性。他们指出，得益于对尺寸更大、更先进制程芯片的需求，台积电的人工智能（AI）相关收入可能会增长逾一倍。\n　　他们补充说，花旗预计2纳米芯片将成为台积...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-30/doc-inhsttra9803144.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189680.USD","symbol_name":"富国美国全盘成长基金Cl A 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Citi","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMZ":0.6,"TSM":1.95,"TSMX":0.6,"TSMU":0.6,"STSM":0.6,"03145":0.6,"TSMG":0.6,"TSMY":0.6},"content_text":"花旗分析师在一份报告中称，台积电未来两年可能会实现更强劲的收入增长。他们指出，芯片需求不仅在人工智能（AI）加速器方面增长，也体现在更广泛的生态系统方面，包括CPU、网络芯片和共封装光学元件。\n　　他们表示，供应环境趋紧巩固了台积电的定价权和利润率韧性。他们指出，得益于对尺寸更大、更先进制程芯片的需求，台积电的人工智能（AI）相关收入可能会增长逾一倍。\n　　他们补充说，花旗预计2纳米芯片将成为台积电最大的收入来源，且至少在未来三年内订单可见度清晰。\n　　花旗将台积电的目标价从新台币2600元上调至新台币2800元。该股报新台币1780.00元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}