《大行報告》高盛降台積電(TSM.US)收入及資本開支預測 反映終端需求緩慢復甦
高盛發表報告,下調台積電(TSM.US)收入及資本開支預測,以反映終端需求緩慢復甦,料顯著的產能利用率復甦在明年第三季才會見到。該行降台積電明後兩年收入預測介乎1%至3%;該行並將台積電明後兩年資本開支預測,由原先的分別280億及360億美元,降至分別250億及350億美元。
報告相信台積電將放慢新設備採購,特別是先進製程,並料會將部分現有設備由台灣遷至海外廠房。該行重申予台積電台股「買入」評級,目標價下調至668元新台幣。
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