$台积电(TSM)$_老虎社区_美港股上老虎

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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