据追风交易台消息,高盛Bruce Lu团队15日发布台积电最新研报,大幅上调未来增长预期与盈利能力目标,认为该公司正在进入AI驱动的新一轮多年增长周期。高盛将12个月目标价从新台币2330元上调至2600元,维持买入评级及亚太信心名单地位。台积电在1月15日召开的4季度分析师会议上提供了超预期的业务展望。公司将AI加速器相关营收的五年复合增长率(2024-2029年)从此前的mid-40%上调至...
Source Link据追风交易台消息,高盛Bruce Lu团队15日发布台积电最新研报,大幅上调未来增长预期与盈利能力目标,认为该公司正在进入AI驱动的新一轮多年增长周期。高盛将12个月目标价从新台币2330元上调至2600元,维持买入评级及亚太信心名单地位。台积电在1月15日召开的4季度分析师会议上提供了超预期的业务展望。公司将AI加速器相关营收的五年复合增长率(2024-2029年)从此前的mid-40%上调至...
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