金吾财讯 | 台积电(TSM)涨逾2%,截至发稿,报205.608美元。消息面上,花旗分析师在研报中表示,2025年,随着英伟达可能成为台积电的第一大或第二大客户,并贡献20%的营收,台积电的人工智能相关收入可能会大幅增长。除了英伟达,定制人工智能芯片(ASIC)在未来两到三年的发展势头也可能支持台积电的业务。花旗预计,台积电2025年的收入增长率将达到20%-25%,毛利率将达到50%的高位。
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