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《大行報告》高盛上調台積電(TSM.US)目標價至115美元 評級「買入」納入確信名單
高盛發表報告指,台積電(TSM.US)管理層發出正面訊息,預期庫存調整即將結束,個人電腦需求已見回穩跡象,相信明年增長前景健康。 該行認為,台積電明年的產能使用率全面復甦,主要受惠補充庫存需求上升、個人電腦及伺服器需求改善、智能電話需求回穩,英特爾(INTC.US)增加外判,以及人工智能帶動市場需求,估計台積電2024年度首季以美元計收入,按季下跌1%,跌幅小過市場預期的5%,又預期自由現金流改善,季度股息有望增加,目標價由110美元上調至115美元,評級「買入」,納入確信名單。
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