台积电（2330）近日宣布4月份营收环比增长22.2%、同比增长48.1%，创下历史新高。12日股价早盘一度突破960元大关。然而，法人圈在亮丽的4月营收成绩出炉后，并未上调财测、目标价等，令市场感到意外。背后原因多在于分析师对后续业绩动能、美国AI管制等疑虑。大型法人机构指出，台积电4月营收环比、同比增长，创下历史新高。但在季度法说会上，预估第二季度美元营收为284亿至292亿美元，环比增长...
Source Link台积电（2330）近日宣布4月份营收环比增长22.2%、同比增长48.1%，创下历史新高。12日股价早盘一度突破960元大关。然而，法人圈在亮丽的4月营收成绩出炉后，并未上调财测、目标价等，令市场感到意外。背后原因多在于分析师对后续业绩动能、美国AI管制等疑虑。大型法人机构指出，台积电4月营收环比、同比增长，创下历史新高。但在季度法说会上，预估第二季度美元营收为284亿至292亿美元，环比增长...
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