美股異動丨臺積電盤前跌逾1% 高盛降其先進ARVR封裝出貨量預測

格隆匯APP

04-24

格隆匯4月24日｜臺積電(TSM.US)盤前跌1.41%，報155.58美元。高盛發研報指，市場普遍預期關稅及宏觀不確定性可能導致終端需求放緩，雖然管理層對AI需求仍持積極看法，但高盛認爲管理層對CoWoS先進ARVR封裝業務前景論調略爲放軟，暗示AI增量需求或趨向疲軟，相應將今明兩年CoWoS先進ARVR封裝出貨量預測下調至58.5萬及92.3萬片晶圓，產能下調至66萬及100萬片晶圓，並將2026及2027年每股盈利預測下調0.9%，臺股目標價從1,200元新臺幣下調至1,190元新臺幣，重申“買入”評級。高盛還將臺積電2027年的毛利率預測從57.8%下調至57.1%。(格隆匯)

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