花旗发表报告指，台积电第二季业绩再次胜预期。尽管有外汇的负面影响，但由于其强大的效率及先进节点的高需求，第二季毛利率仍维持在58.6%。台积电上调2025年美元营收指引目标至按年增长30%，资本支出380至420亿美元不变。近期展望第三季以美元为基础的营收指导预估将按季增8%(新台币持平)，意味着第四季按季下跌。然而，该行相信台积电届时表现将能再次胜预期。由于先进节点需求及人工智能结构性成长可期，该行重申对其“买入”评级，目标价由1280元上调至1400元新台币。
花旗发表报告指，台积电第二季业绩再次胜预期。尽管有外汇的负面影响，但由于其强大的效率及先进节点的高需求，第二季毛利率仍维持在58.6%。台积电上调2025年美元营收指引目标至按年增长30%，资本支出380至420亿美元不变。近期展望第三季以美元为基础的营收指导预估将按季增8%(新台币持平)，意味着第四季按季下跌。然而，该行相信台积电届时表现将能再次胜预期。由于先进节点需求及人工智能结构性成长可期，该行重申对其“买入”评级，目标价由1280元上调至1400元新台币。
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