智通财经APP获悉，周四，台积电(TSM.US)涨逾3%，报286.17美元。消息面上，据报道，台积电2nm的量产工作会在今年底正式启动，目前两座工厂的2nm产能已经被预订一空，台积电需要额外新建工厂来满足客户需求，这项工程预计需要286亿美元的投资。据悉，苹果、高通、联发科、AMD等多家企业都是台积电2nm工艺的客户，台积电难以满足所有客户的需求，目前苹果拿下了超半数的初始产能，剩下的产能则由其它客户瓜分。按照计划，台积电将在2026年底前把月产量提升至10万片。
摩根士丹利上调台积电目标股价，从1688元台币上调至1888元台币。该行认为其营收和利润率具有增长潜力，并建议投资者在2026年初之前增持该股。预计台积电将在指引中显示2026年营收增长在20%中段区间，最终实现同比增长30%；并预计公司在2025年第四季度毛利率将突破60%，2026年全年保持在60%以上。
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