台积电盘前跌超3% 摩根士丹利料公司2025年第一季度收入可能环比下降5%

金吾资讯
13 Jan

金吾财讯 | 台积电(TSM)盘前跌超3%,截至发稿,报201.18美元。消息面上,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。此外,麦格理发表研究报告指,随着内地高性能计算订单的不确定性提高,以及对内地市场的敞口减少,预计台积电的利润率将从2025年次季开始回归正常水平。因为主要客户或会减少订单,今年首季的收入或会按季下跌。该行将台积电...

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