电子行业点评报告：台积电提高2024年资本开支预期下限，重视国产半导体设备及零部件投资机会

开源证券16:12

（以下内容从开源证券《电子行业点评报告：台积电提高2024年资本开支预期下限，重视国产半导体设备及零部件投资机会》研报附件原文摘录）事件：台积电2024Q2营收超预期，提高2024年全年资本开支下限据集微网消息，2024年7月18日台积电2024Q2法说会报道，台积电2024Q2单季度营收208.2亿美元，超此前2024Q1预期上限（2024Q2原指引196～204亿美元），同比+32.8%，环比...

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