英伟达H200芯片有望对中国出口,这条消息传开后,引发了市场的无尽遐想。其中广为流传的一点猜测是,假如东村和西村关系因此缓和,东村的AI GPU代工业务,会否花落台积电。针对这个问题,摩根士丹利近日发布研究报告称,如果中国AI GPU代工业务真的落地,将成为台积电业绩的重要增量。大摩在报告中明确重申其“首选股”地位,维持增持投资评级,目标价1688新台币。Part.1市场最关心的2个问题大摩认为,...
Source Link英伟达H200芯片有望对中国出口,这条消息传开后,引发了市场的无尽遐想。其中广为流传的一点猜测是,假如东村和西村关系因此缓和,东村的AI GPU代工业务,会否花落台积电。针对这个问题,摩根士丹利近日发布研究报告称,如果中国AI GPU代工业务真的落地,将成为台积电业绩的重要增量。大摩在报告中明确重申其“首选股”地位,维持增持投资评级,目标价1688新台币。Part.1市场最关心的2个问题大摩认为,...
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