金吾财讯 | 台积电(TSM)盘前股价走高，暂升3.43%，报178.65美元。摩根士丹利将台积电列为首选股票，称大型科技公司在人工智能领域的强劲资本支出，印证了该公司的光明前景。该行研报指出，Meta和微软的强劲AI资本支出应会消除对台积电芯片需求的担忧。Meta将全年资本支出提高到640亿至720亿美元，而微软则暗示AI需求依然强劲。该行预计，2025年云半导体业务对台积电收入的贡献将从2024年的13%升至25%。分析师表示，把用于AI服务器的网络芯片和CPU也包括在内，从2025年起，AI为台积电收入带来的贡献应会超过30%。
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