大行评级丨花旗:上调台积电目标价至1800新台币 重申“买入”评级

中金财经
Oct 17

  花旗发表报告指,受惠于人工智能与先进制程节点的稳健需求,台积电业绩再度胜预期。报告指,台积电同时上调2025年营收展望至按年增长30%中段,资本支出维持400亿至420亿美元。短期展望方面,2025年第四季营收预期季减1%,毛利率维持59至61%区间,好过市场预期。基于先进制程节点需求强劲及人工智能结构性增长,该行重申“买入”评级,目标价升至1800新台币。      【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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