台积电(TSM.US)盘前涨近1%，报228.53美元，逼近上周创下的历史高位(228.88美元)。 消息面上，高盛上调台积电今年至2027年盈利预测2%至6%，基于上调3nm及5nm晶圆收入预测，部分因为对进一步AI订单削减的担忧有所缓解；以及受客户采用率提高推动，上调CoWoS芯片封装需求预测。对于CoWoS，该行预测需求将持续增长，受芯片设计在智能手机、服务器、网络等非AI领域应用范围扩大推动，未来将支持CoWoS更持续且多元化需求增长。该行把台积电维持在“确信买入”名单，ADR目标价为242美元。 另外，花旗发表报告指，虽然预期台积电下半年展望相对平稳，但认为其很可能超越全年指引，受惠明年智能手机向2nm技术迁移及人工智能芯片向3nm技术迁移。该行重申对台积电“买入”评级，目标价由1100新台币上调至1280新台币。(格隆汇)
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