异动解读|台积电盘中上涨3.1%,摩根士丹利上调目标价12%至2888元新台币

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6月30日,台积电盘中上涨3.1%,报469.2美元/股,成交额15.8亿美元。

消息面上,摩根士丹利当日将台积电目标价上调12%至2888元新台币,理由是公司营收和定价前景改善。此前一日,瑞银亦将其目标价从3000元新台币上调至3400元新台币,维持"买入"评级,并上调全年销售增长预期,预判公司有望于明年初启动新一轮产品提价。

基本面方面,台积电已通知客户7nm及以下先进制程全线涨价5%至10%,AI需求持续挤占高端产能,5/4nm及以下产能全年维持满载,订单已排至明年。市场预计公司将于7月16日发布二季度财报,机构测算当期每股收益约3.80美元,整体营收预计达400.6亿美元。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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