里昂发表报告，上调台积电2026至2027财年资本支出与营收预估，并在利润率改善的支撑下，将每股盈利预测上调12%至14%，因全产业对AI运算的需求持续超越供应。台积电具备定价能力，利润率不单只消化汇率影响，更克服海外晶圆厂产能扩张带来的稀释效应。以2027财年目标市盈率20倍计算，该行将其目标价由1740新台币上调至2000新台币，并维持“高度确信跑赢大市”评级。 【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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