美银证券发表报告,将台积电台股目标价由1280元新台币上调至1400元新台币,美股目标价由260美元上调至290美元,投资评级“买入”。该行上调对台积电今年至2027年每股盈利预测5%至6%,反映更强毛利率表现、更好全年指引及人工智能驱动的前沿产能持续紧张。该行指,台积电第二季业绩超预期,毛利率受惠更高产能利用率和成本效率。第三季指引超预期,台积电将2025年美元计价收入增长预测上调至30%。该行...
Source Link美银证券发表报告,将台积电台股目标价由1280元新台币上调至1400元新台币,美股目标价由260美元上调至290美元,投资评级“买入”。该行上调对台积电今年至2027年每股盈利预测5%至6%,反映更强毛利率表现、更好全年指引及人工智能驱动的前沿产能持续紧张。该行指,台积电第二季业绩超预期,毛利率受惠更高产能利用率和成本效率。第三季指引超预期,台积电将2025年美元计价收入增长预测上调至30%。该行...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.