10月8日,美银证券发表报告,上调台积电2026及2027财年的每股盈利预测各8%与9%,主要由于定价前景改善,重申“买入”评级,并将目标市盈率由21倍上调至22倍,目标价由290美元调高至330美元。
该行预期台积电2026财年营收按年增长24%,至于2纳米制程在2026年的营收贡献料将达到9%,若智能型手机及HPC(高效能运算)客户的需求较预期强劲,相信仍有上升空间。
10月8日,美银证券发表报告,上调台积电2026及2027财年的每股盈利预测各8%与9%,主要由于定价前景改善,重申“买入”评级,并将目标市盈率由21倍上调至22倍,目标价由290美元调高至330美元。
该行预期台积电2026财年营收按年增长24%,至于2纳米制程在2026年的营收贡献料将达到9%,若智能型手机及HPC(高效能运算)客户的需求较预期强劲,相信仍有上升空间。
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