美股异动|台积电盘前涨超2% 加码美国投资获大行看好

格隆汇
Yesterday

台积电(TSM.US)盘前涨超2%报183.8美元。消息上,台积电日前宣布除了目前在亚利桑那州的投资外,计划在美国再投资1000亿美元。高盛认为,台积电进一步增加在美国的投资并不令人意外。此次决策旨在平衡降低生产集中风险(目前95%的产能位于中国台湾)与满足美国客户需求的双重目标,同时也响应了美国政府提升本土芯片制造能力的政策导向。高盛强调,更重要的是,尽管在美国增加投资,台积电的长期毛利率指引仍保持在“53%及以上”。

值得注意的是,特朗普表示,美国应该废除拜政府的芯片法案。不会向芯片制造商提供任何来自该芯片法案的资金。

责任编辑:山上

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