3个话题,一个一个聊。1,台积电Q3指引轩超预期,但Q4低于市场预期…(1)我们先看TMTBreakout的信息:(2)最夸张的是:我们维持未来5年AI加速器40%+年复合增长率…还能有比这还乐观的预测么?(3)然后台积电画风一转:我们很保守,Q4可能下滑,因为考虑了很多风险…翻译一下:我们Q4跟可能超预期。(4)虽然只言片语,但台积电透露了很多信息。“主权AI”+“超大规模AI”,这里其实明确...
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