【AI需求强劲推动台积电(TSM.US)业绩超预期 华尔街纷纷上调目标价 最高看至600美元】智通财经APP获悉，全球最大晶圆代工厂台积电(TSM.US)公布的2026年第三季度业绩及第四季度指引双双超出市场预期，进一步缓解了投资者对人工智能(AI)基础设施投资放缓的担忧。台积电管理层表示，目前尚未看到AI需求降温的迹象，客户对先进制程芯片的需求仍远超公司供应能力。
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