麦格理分析师在一份研究报告中称，台积电的近期利润率可能已在第一季度见顶。他们写道，受持续的AI需求和在先进节点方面的领先地位推动，这家芯片制造商可能会给出第二季度收入环比增长的指引。他们表示，不过，随着这家台湾公司扩大3纳米芯片产能以及其2纳米芯片进入量产，其第一季度的利润率可能面临一些压力。与此同时，外部成本压力可能会持续存在，地缘政治干扰导致化学品的平均售价上涨。麦格理预计，台积电的毛利率将从第一季度约64%的预估峰值下降至第二季度的62.4%左右。尽管如此，这些分析师认为台积电的长期增长基本面依然稳健。
责任编辑：王永生
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