$台积电(TSM)$_老虎社区_美港股上老虎

请叫我兄长

2022-03-18

$台积电(TSM)$现在我不太看好台积电了，不确定因素太多，

1深度参与地缘政治，美国把台积电当成制裁别人的武器，下次不定要台积电制裁谁！

2台积电作为一个代工企业市盈率比一些大科技股还高。

3代工企业和上下游供应链关系息息相关，各种因素都会影响到台积电的利润成长

大家怎么看？

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