台积电盘前涨超4% 机构指公司为AI芯片领域首选标的

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金吾财讯 | 台积电(TSM)盘前涨超4%,截至发稿,报158.21美元。消息面上,国海证券表示,尽管受地震影响,台积电2025Q1收入仍符合预期,毛利率维持高档,且2025Q2指引超预期。分析师看好其在AI时代议价能力提升,但考虑关税不确定性及AI需求能见度,下调目标价。风险包括制程节点利用率、量产进度、竞争加剧及成本提升等。浦银国际重申台积电为AI芯片领域首选标的,受益于AI算力需求增长。尽管...

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