台积电四季度财报和指引双双超出市场预期,但投资者的关注点已从业绩本身转向更深层的战略问题。这家全球最大的晶圆代工厂商在公布强劲业绩数日后,面临着投资者对其激进扩张策略的质疑,包括为何大幅上调资本支出指引、为何需要如此积进的产能布局。 据追风交易台,摩根士丹利分析师Charlie Chan等在最新研报中指出,台积电股价在财报发布后两个交易日上涨4%,但投资者现在提出的是更具战略性的问题,而非仅仅对...
Source Link台积电四季度财报和指引双双超出市场预期,但投资者的关注点已从业绩本身转向更深层的战略问题。这家全球最大的晶圆代工厂商在公布强劲业绩数日后,面临着投资者对其激进扩张策略的质疑,包括为何大幅上调资本支出指引、为何需要如此积进的产能布局。 据追风交易台,摩根士丹利分析师Charlie Chan等在最新研报中指出,台积电股价在财报发布后两个交易日上涨4%,但投资者现在提出的是更具战略性的问题,而非仅仅对...
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