摩根士丹利:台积电2025年第一季度收入可能环比下降5%

南方财经网
06 Jan

  南方财经1月6日电,据证券时报,摩根士丹利最新报告预测,台积电2025年第一季度收入可能环比下降5%,主要受iPhone季节性因素影响。尽管如此,摩根士丹利仍预计台积电业绩指引2025年全年收入增长将在20%到30%之间,并维持“买入”评级,给予其1388元新台币的目标股价,认为台积电年初的业绩指引通常较为保守,随后会超额完成。在毛利率方面,大摩预测台积电2025年毛利率将高于53%,资本支出为380亿美元。

(文章来源:南方财经网)

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