小摩:下调台积电目标价与盈利预测

南方财经网
15 Apr

  南方财经4月15日电,摩根大通发布研报,将台积电目标价从1500元新台币下调至1300元新台币,给予“增持”评级。小摩预测,受到N4/N5和N3工艺强劲需求、部分旧制程急单以及先进封装业务持续增长的推动下,台积电今年第二季收入可按季增长5%至8%,但在关税和全球经济放缓影响下,台积电管理层可能会将2025财年的收入增长指引从约25%下调至20%的中低区间。目前小摩预测其全年收入将增长23%(按美元计价)。

(文章来源:南方财经网)

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