飞驰西海岸
06-20
泡沫会在什么时候被刺破?
台积电市值逼近1万亿美元!华尔街齐声唱多
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11:22","market":"us","language":"zh","title":"台积电市值逼近1万亿美元!华尔街齐声唱多","url":"https://stock-news.laohu8.com/highlight/detail?id=2444237740","media":"华尔街见闻","summary":"即将迈入“万亿俱乐部”之际,高盛、摩根大通等纷纷上调台积电目标价,他们认为AI需求激增及涨价预期将推高公司的盈利。","content":"<html><head></head><body><blockquote><p><strong>即将迈入“万亿俱乐部”之际,高盛、摩根大通等纷纷上调台积电目标价,他们认为AI需求激增及涨价预期将推高公司的盈利。</strong></p></blockquote><p>AI浪潮中,今年迄今<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股股价已累计涨超76%。上周,台积电一举超越“股神”巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦成为全球市值第八的公司,这周台积电股价再创新高,市值逼近1万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18ab64ac4f8e3d7961d573c6a3498940\" tg-width=\"560\" tg-height=\"240\"/></p><p>即将迈入“万亿俱乐部”之际,本周<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等多家华尔街券商上调台积电目标价,他们认为AI相关需求激增以及2025年公司可能的涨价行动将推高台积电盈利。</p><p><strong>高盛对于台积电的前景最为乐观,该行将台积电目标价提高19%至1160元台币</strong>,其预计公司3纳米和5纳米芯片制造价格将以“低个位数的百分比”上涨。</p><p>摩根大通表示,台积电或将提高2024年收入展望,还可能将资本支出提高到指引区间的高端。<strong>摩根大通预计到2028年人工智能对台积电总销售额的贡献率将为35%。</strong></p><p>台积电此前也表示,预计2024年的资本支出在280亿至320亿美元之间,预计2025年可能增至350亿至400亿美元,这些巨额预算主要用于2/3纳米工艺的研发和生产。</p><p>近期,花旗和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也双双上调了台积电的目标价。两家投行均认为,随着AI技术的快速发展和应用的不断扩大,台积电将从数据中心和边缘AI的芯片需求中获益,尤其是在更先进的2/3纳米工艺节点上。</p><p><strong>花旗预计,到2025年底,全球大多数AI GPU将迁移到3纳米工艺,这将为台积电带来更多订单</strong>,其3纳米工艺利用率预计将在明年保持紧张状态。台积电预计将在2025年获得更多3纳米芯片订单,特别是来自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和联发科等客户。</p><p>此外,<strong>摩根士丹利分析师Charlie Chan领衔的分析团队于6月5日发布研报,预计台积电可能会在2025年提高晶圆价格5%</strong>,以保持其毛利率在53%及以上的水平,并表示如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>接受涨价,其他关键的AI客户也可能会跟进。</p><p>AI浪潮中,作为科技巨头们的主要芯片代工厂商,台积电收获颇丰。高盛分析师Bruce Lu表示,“随着人工智能的不断发展,我们认为台积电是主要受益者之一”。</p><p>AI芯片订单高企,台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币(约合71.14亿美元),同比增长30.1%。今年1-5月,台积电累计销售额达1.06万亿新台币(约合328.39亿美元),同比增长27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709848af57d15fb61895756048f0737b\" tg-width=\"1024\" tg-height=\"241\"/></p><p>时任台积电董事长的刘德音在股东大会上表示,预计AI需求比一年前乐观,随着AI的应用和芯片对公司提出更高要求,台积电对未来的增长充满信心。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电市值逼近1万亿美元!华尔街齐声唱多 </title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/293a127274c3222e1a117f6c48b196f6","relate_stocks":{"LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4534":"瑞士信贷持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY 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INC","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3717656","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444237740","content_text":"即将迈入“万亿俱乐部”之际,高盛、摩根大通等纷纷上调台积电目标价,他们认为AI需求激增及涨价预期将推高公司的盈利。AI浪潮中,今年迄今台积电美股股价已累计涨超76%。上周,台积电一举超越“股神”巴菲特旗下伯克希尔哈撒韦成为全球市值第八的公司,这周台积电股价再创新高,市值逼近1万亿美元。即将迈入“万亿俱乐部”之际,本周高盛、摩根大通等多家华尔街券商上调台积电目标价,他们认为AI相关需求激增以及2025年公司可能的涨价行动将推高台积电盈利。高盛对于台积电的前景最为乐观,该行将台积电目标价提高19%至1160元台币,其预计公司3纳米和5纳米芯片制造价格将以“低个位数的百分比”上涨。摩根大通表示,台积电或将提高2024年收入展望,还可能将资本支出提高到指引区间的高端。摩根大通预计到2028年人工智能对台积电总销售额的贡献率将为35%。台积电此前也表示,预计2024年的资本支出在280亿至320亿美元之间,预计2025年可能增至350亿至400亿美元,这些巨额预算主要用于2/3纳米工艺的研发和生产。近期,花旗和摩根士丹利也双双上调了台积电的目标价。两家投行均认为,随着AI技术的快速发展和应用的不断扩大,台积电将从数据中心和边缘AI的芯片需求中获益,尤其是在更先进的2/3纳米工艺节点上。花旗预计,到2025年底,全球大多数AI GPU将迁移到3纳米工艺,这将为台积电带来更多订单,其3纳米工艺利用率预计将在明年保持紧张状态。台积电预计将在2025年获得更多3纳米芯片订单,特别是来自苹果、高通和联发科等客户。此外,摩根士丹利分析师Charlie Chan领衔的分析团队于6月5日发布研报,预计台积电可能会在2025年提高晶圆价格5%,以保持其毛利率在53%及以上的水平,并表示如果英伟达接受涨价,其他关键的AI客户也可能会跟进。AI浪潮中,作为科技巨头们的主要芯片代工厂商,台积电收获颇丰。高盛分析师Bruce Lu表示,“随着人工智能的不断发展,我们认为台积电是主要受益者之一”。AI芯片订单高企,台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币(约合71.14亿美元),同比增长30.1%。今年1-5月,台积电累计销售额达1.06万亿新台币(约合328.39亿美元),同比增长27%。时任台积电董事长的刘德音在股东大会上表示,预计AI需求比一年前乐观,随着AI的应用和芯片对公司提出更高要求,台积电对未来的增长充满信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/318843628286144"}
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