台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。

　　这家为苹果和英伟达代工生产芯片的公司股价上周五升至纪录高点，较4月低点上涨近50%。该公司市值目前可与伯克希尔哈撒韦公司比肩，如果进一步上涨，或使其跻身全球市值最大的10家公司之列。

　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年营收增长展望，料增长约30%，表明台积电可能在AI制造产能的激烈竞争中受益。

　　台积电季度财报公布后，高盛的Bruce Lu等分析师写道，台积电对先进制程需求的态度更加积极，AI客户的需求没有放缓迹象。他们预计，2026年的价格涨幅将更大。

　　摩根大通分析师Gokul Hariharan等人上周晚些时候在一份报告中写道，台积电客户在AI方面的强劲支出以及晶圆价格的上涨，将有助于缓解台币走强带来的负面影响，并有助于增强该公司毛利率的韧性。

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