台积电第一季度财报预览:大举押注人工智能基础层

美股研究社
15 Apr

作者 | Oliver Rodzianko编译 | 华尔街大事件台积电( NYSE: TSM ) 将于2025年4月17日公布2025年第一季度业绩。尽管经济不确定性加剧了投资者的谨慎情绪,但台积电的战略优势使其能够从对先进人工智能和计算芯片的长期持续需求中显著受益。当前的价格疲软明显过度,对投资者来说是一个颇具吸引力的入场时机。台积电2025年第一季度的营收可能会较2024年第四季度的创纪录水平...

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