大行评级丨麦格理:上调台积电目标价至3380元新台币,维持“跑赢大市”评级

中金财经
Jun 22

  麦格理将台积电台股的目标价由2550元新台币上调33%至3380元新台币,维持“跑赢大市”评级。报告指,台积电能利用火热需求,并持续为客户提供更佳的效能,进而继续成功定期调涨价格。报告又指,台积电正有系统地逐步淘汰成熟制程,以优先发展先进制程制造。这一策略转变不仅优化了受限的芯圆厂空间,还可能导致综合平均售价大幅拉升。   

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