科技巨头资本支出强劲,台积电被摩根士丹利列为”首选股”

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摩根士丹利(Morgan Stanley)周四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。摩根士丹利虽然下调了台积电的目标价,但对台积电股票评级为增持,台积电美股周四一度上涨4.6%,收涨3.6%。大摩分析师Charlie Chan指出,Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛。鉴于Meta和微软发布的强劲AI资本支出指引,我们将...

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