$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

$台积电(TSM)$ 今日的业绩指引将近期带动整体芯片板块上扬。ML指标的青苗底线将形成$105的底部区间, 而ML动量因子日前仍处地位, 将进一步积聚景气势能并在未来一个月逐步释放。我们认为其有望接近甚至突破$140的历史高度。五大均线都将在今日被全部突破。
鉴于台积电对AI芯片产业链的折射效应 , $英伟达(NVDA)$ 等芯片龙头都将提升价值中枢。利好今年Q1的全球芯片业走势。

修改于：01-18

台积电涨价在即！现在你上车了吗？

据台媒报道，台积电2nm工艺将在2025年量产，设备制造商正在紧锣密鼓的交付中，据Yole预测，2022-2028年先进封装市场将以10.6%的年化复合增长率增至786亿美元，先进封装将成为全球封装市场的主要增长极。【台积电涨价在即，你是否看好其前景？现在你上车了吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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明颐研究
01-18
明颐研究
图片为：我方ML指标指向：全新股价区间的历史突破。

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