GTC泽汇资本:芯片行业在贸易紧张局势下迎来积极信号

和讯网
18 Apr

GTC泽汇资本表示,尽管芯片行业仍面临贸易政策的不确定性,但台积电(TSMC)在周四公布的财报为行业带来了急需的积极信号。台积电不仅超出了市场预期的利润,还维持了其年度销售预期不变,显示出对芯片需求持续强劲的信心。GTC泽汇资本认为,台积电的财报表现尤为关键。该公司在第一季度的业绩超出了市场预期,显示出其对芯片需求的乐观态度。这一积极信号在当前贸易紧张局势下显得尤为重要,尤其是在英伟达(...

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