台积电盘前跌超9.7%,遭高盛下调目标价及CoWoS出货预测

格隆汇
07 Apr

格隆汇4月7日|台积电(TSM.US)盘前跌超9.7%,报132.46美元。消息面上,高盛发表研报,将台积电的目标价由259美元下调至222美元,重申“买入”评级,2025及26财年每股盈测分别下调2%及4.7%。另外,由于下游原厂委托设计(ODM)对人工智能(AI)服务器机架供应限制,以及地缘政治不确定性的持续关注,该行进一步将2025及2026财年台积电CoWoS出货预测下调2%及5%。(...

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