【市场多虑了!小摩:英特尔(INTC.US)代工“竞争假象”实为台积电(TSM.US)利好】智通财经APP获悉,最近有关英特尔(INTC.US)代工厂复兴的传闻对台积电(TSM.US)造成了负面影响,投资者担忧代工厂竞争将加剧。但摩根大通认为,英特尔代工的“竞争假象”实际上对台积电更有利。该行予台积电“增持”评级,目标价为1275新台币。
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