交银国际维持台积电(TSM.US)买入评级,目标价468美元:1Q26业绩超预期,AI需求强劲推动3nm扩产,全年收入增速或超30%。上调2026/27年EPS至94.76/109.23新台币,目标价基于29倍2026-27年平均PE,反映其在先进制程的领先优势及AI长期增长动能。
交银国际维持台积电(TSM.US)买入评级,目标价468美元:1Q26业绩超预期,AI需求强劲推动3nm扩产,全年收入增速或超30%。上调2026/27年EPS至94.76/109.23新台币,目标价基于29倍2026-27年平均PE,反映其在先进制程的领先优势及AI长期增长动能。
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