酉风
10-17
$台积电(TSM)$
台积电一路领先。asml暴雷除了中国禁令,还预示了对手Intel和三星的落败。法说会中CC坚定地回答No!表示坚决不会收购Intel的Fab。后续越来越好,只要AI发动机还在
市值破万亿!台积电股价能否持续突破?
台积电Q3净利润同比大增54%,毛利率创历史新高,AI需求依然强劲。电话会:上调全年营收指引至30%,AI需求是真实的,明年很可能增加资本支出。【绩后大涨近10%,台积电你有持仓吗?冲进“万亿市值俱乐部”,台积电股价能否持续突破?】
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