台积电市值逼近1万亿美元！华尔街齐声唱多 _老虎社区_美港股上老虎

台积电市值逼近1万亿美元！华尔街齐声唱多

华尔街见闻06-20

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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

飞驰西海岸
·06-20
泡沫会在什么时候被刺破？
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2444237740?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/293a127274c3222e1a117f6c48b196f6","is_english":false,"pubTime":"2024-06-20 11:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2444237740","market":"hk","top_or_hot":-1,"title":"台积电市值逼近1万亿美元！华尔街齐声唱多 ","media":"华尔街见闻","content":"<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717656\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电市值逼近1万亿美元！华尔街齐声唱多 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 11:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3717656><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717656\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237443549.SGD","symbol_name":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","start_time":0,"source_url":"https://wallstreetcn.com/articles/3717656","article_id":"2444237740","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/293a127274c3222e1a117f6c48b196f6"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3717656","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2444237740","pubTimestamp":1718853726,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"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。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4588":"碎股","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4526":"热门中概股","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4503":"景林资产持仓","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4581":"高盛持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4512":"苹果概念","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4591":"室温超导概念","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","TSM":"台积电","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC"},"translate_title":"TSMC's market value is approaching $1 trillion! Wall Street sings more in unison","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0a837df908365bf6ff55f04874a2359f","symbols_score_info":{"TSM":1},"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。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":318843628286144,"gmtCreate":1718856135174,"gmtModify":1718856136838,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"泡沫会在什么时候被刺破？","listText":"泡沫会在什么时候被刺破？","text":"泡沫会在什么时候被刺破？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318843628286144","repostId":2444237740,"repostType":2,"repost":{"id":"2444237740","pubTimestamp":1718853726,"share":"https://www.laohu8.com/m/news/2444237740?lang=&edition=full","pubTime":"2024-06-20 11:22","market":"hk","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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电市值逼近1万亿美元！华尔街齐声唱多 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 11:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3717656><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717656\">Web 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":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4588":"碎股","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4526":"热门中概股","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4503":"景林资产持仓","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4581":"高盛持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4512":"苹果概念","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4591":"室温超导概念","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","TSM":"台积电","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC"},"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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":1,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false}}