浦银国际研究● 台积电充分受益于AI算力需求的大幅成长,是我们覆盖的AI芯片领域的首选标的。在三季度业绩会上,台积电再次上调2025年收入增速指引至35%,并上调今年资本开支指引至400亿-420亿美元,充分展示对于明年和未来的增长信心。我们认为AI大模型对于token需求的指数级增长,带动台积电AI算力芯片的需求保持旺盛,推动公司基本面强劲增长。当前台积电台股市盈率和EV/EBITDA分别为...
Source Link浦银国际研究● 台积电充分受益于AI算力需求的大幅成长,是我们覆盖的AI芯片领域的首选标的。在三季度业绩会上,台积电再次上调2025年收入增速指引至35%,并上调今年资本开支指引至400亿-420亿美元,充分展示对于明年和未来的增长信心。我们认为AI大模型对于token需求的指数级增长,带动台积电AI算力芯片的需求保持旺盛,推动公司基本面强劲增长。当前台积电台股市盈率和EV/EBITDA分别为...
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