台积电(TSM.N)盘前涨2.16%,报233.6美元。消息面上,台积电将于本周四公布Q2财报。FactSet调查显示,25位分析师一致预计净利润将同比增长53%,达到3794.15亿新台币(约合129.1亿美元),将创下单季度利润新高。营收方面,基于公司月度数据测算,Q2营收同比增长39%,达9338亿新台币(约合317.7亿美元),超过其284亿至292亿美元的指引。 另外,摩根士丹利分析师日前表示,台积电看起来是投资者的明智之选,如果投资者在台积电本周发布季度财报电话会议之前买入该股就能快速获利。包括Charlie Chan在内的分析师指出,鉴于人工智能领域需求十分强劲,台积电可能上调全年销售指引。(格隆汇)
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