AI再定强增长路线!华尔街大幅上调台积电目标价:2026年营收有望增长30%

华尔街见闻
Jan 08

华尔街顶级投行正在告诉市场一个简单粗暴的事实:AI硬件的超级周期才刚刚开始,而台积电是这场盛宴中不可撼动的“收费站”。 据追风交易台,摩根大通与野村证券在1月7日发布的最新研报中,不约而同地大幅上调了台积电的目标价。摩根大通将目标价上调至2,100新台币,野村更是看高至2,135新台币。 这背后的逻辑简单而粗暴:产能极度紧缺,需求深不见底。AI数据中心的需求正在迫使台积电进入一个新的结构性增长阶段...

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