智通财经APP获悉，美国总统特朗普周三宣布，将对“所有进入美国的芯片和半导体”征收约100%的关税，但将豁免在美国生产的企业。对此，摩根士丹利发布研报称，这一关税豁免符合该行的基准预期，即台积电对美国晶圆厂投资的承诺理应获得关税豁免或宽限期，这比大多数投资者担心的情况更好。大摩表示，台积电目前仍维持到2030年为美国业务投入1650亿美元资本支出的计划。该行维持对台积电在中国台湾上市的股票的“增持”评级，称该股为其首选股，目标价为新台币1388元。
大摩补充称，除了台积电之外，尚需观察其他大中华区晶圆代工厂是否会被征收关税，毕竟它们的业务更集中于成熟制程节点，而美国在这些节点上已由本土IDM厂商(如德州仪器)实现自给。对更广泛的科技需求而言，台积电芯片关税的豁免应能缓解市场对科技需求的担忧。
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