$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ $谷歌(GOOG)$ 提前将台积电换Google，理由：
1. 台积电在英伟达带领下上跳下串，不利于心脏健康
2. OpenAI CTO说gpt5 最早要25年底出来，说明ai技术发展进入慢通道，利于大公司
3. Google投的claude不错，基本追平gpt，Google在ai技术积累也够。无论是算法Transformer还是硬件tpu，还有Android操作系统，都很深的基础
4. 一季度利润增长50%，乐观全年利润近1000亿美金，预计是下个3万亿公司，目前市值2.3万

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