花旗分析师在一份研究报告中表示,在强劲的AI算力需求、AI智能体潜在增长空间以及共封装光学(CPO)网络周期兴起的推动下

智通财经
Oct 08
花旗分析师在一份研究报告中表示,在强劲的AI算力需求、AI智能体潜在增长空间以及共封装光学(CPO)网络周期兴起的推动下,台积电的营收增长率有望在2027年前保持在40%以上。分析师表示,考虑到包括英伟达、AMD和博通在内的大多数AI芯片客户均预计增长将加速,台积电明年的AI相关营收增速可能接近翻倍。因此,花旗预计,市场将继续上调对台积电的盈利预期。花旗指出,在强劲营收前景的支持下,台积电资本支出可能进一步升至2027年的810亿美元和2028年的900亿美元。花旗维持对台积电的“买入”评级,并将目标价从3800新台币上调至4000新台币。

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