台积电(TSM.US)绩前获高盛唱多:AI强劲需求支撑增长势头延续至2027年 股价仍有近40%上涨空间

智通财经
Oct 06
【台积电(TSM.US)绩前获高盛唱多:AI强劲需求支撑增长势头延续至2027年 股价仍有近40%上涨空间】智通财经APP获悉,晶圆代工巨头台积电(TSM.US)将于10月15日公布2026年第三季度业绩。高盛在近日发布的研报中指出,台积电强劲的业绩增长势头有望延续至2027年,同时资本支出将逐步提升以支持长期需求。高盛重申对台积电的“买入”评级,对台积电在中国台湾地区上市的股票目标价由3100新台币上调至3300新台币,较上周五收盘价有近28%的上涨空间;对台积电美股的目标价则上调至660美元,较上周五收盘价有近40%的上涨空间。

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