瑞银——台积电(2330.TW):2026年指引上调,彰显云AI大趋势持续强劲(附下载)

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Jan 29

免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——台积电(2330.TW):2026年指引上调,彰显云AI大趋势持续强劲精华翻译1. 2026年业绩指引超预期:受云AI需求强劲驱动,台积电指引2026年营收同比增长约30%(美元计价),资本支出为520-560亿美元,均高于市场预期的中双位数增长及480-500亿美元资本支出,彰显对2026年后AI可持续增长的信心。...

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