美股异动 | 台积电 (TSM.US)涨逾3% 小摩回应CoWoS砍单传闻:需求仍强劲

智通财经网
04 Mar

智通财经APP获悉,周二,台积电 (TSM.US)涨逾3%,报179.53美元。摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻,根据对供应链研究,该行认为最初的确高估2025年需求,但并不意味着存在需求问题。此外,该行认为,由于台积电在AI加速器和边缘AI领域几乎处于垄断地位,结构性增长动力将依然强劲,并维持对该股的“增持”评级,将2025年12月的目标价设定为新台币1500元。

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