台积电获买入评级:Q3超预期,2026年HPC可期

和讯网
Oct 20, 2025

【10月20日华泰证券维持台积电买入评级,目标价370美元】10月20日,华泰证券维持台积电(TSM.US)买入评级,目标价设为370美元。台积电Q3业绩超预期,因AI需求强劲,推动先进制程与封装产能扩张。公司上调2025年收入及资本开支指引,N2量产在即,2026年HPC增长可期。凭借技术领先与定价能力,有望抵消海外扩产对毛利率的短期稀释,长期盈利能力稳固。本文由 AI 算法生成,仅作参考,不涉...

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