台积电上调全年美元营收年增率至30%,优于市场预期。虽然不少机构此前已陆续上调目标价,但麦格理证券率先将目标价调高2%至1,310元,暂居第二高,预计将掀起一波目标价调高潮。麦格理证券指出,由于强劲且广泛的AI成长动能,台积电除了第2季整体营运表现优于预期外,更上调今年营收成长率至三成,因此调高2025-2027年获利各11%、5%、2%,除维持买进、列为首选标的外,更将目标价调高2%至1,310...
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