$台积电(TSM)$_老虎社区_美港股上老虎

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09-10

$台积电(TSM)$ 台湾8月出口，对AI 的启示:1）大方向，保持强劲，没问题；2）跟AI强相关类目（资通与视听产品），对美国出口额第2高，但没有高过7月；3）而对中国出口额，5/6/8月有一个明显的跳升，应该也可以猜到一些原因（急单）。

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