全球晶圆代工龙头--台积电财报交出亮丽成绩，各家外资券商纷纷上调目标价，其中摩根士丹利证券将台积电目标价调高至2，588台币；高盛证券目标价则在2，750台币。

　　摩根士丹利证券表示，台积电预计2026年第二季度营收环比增长10%，高于市场普遍预期的5%-10%环比增幅。尽管个人电脑和智能手机需求疲软，且存在一些宏观不确定性，但人工智能需求依然非常强劲。台积电还将全年增长预期上调至30%以上，此前为“接近30%”的同比增长。因此，摩根士丹利证券将今年营收预测上调至同比增长36%（以美元计）。

　　高盛证券则表示，台积电在强劲的人工智能势头推动下，前景持续向好。台积电得益于平均销售价格（UTR）上涨及生产效率的持续提升，2026年第一季度毛利率高于原先预估及市场预估。

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责任编辑：王永生

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