《大行報告》大摩升台積電(2330.TW)目標價至758元新台幣 AI半導體長遠贏家
摩根士丹利發表報告,將台積電(2330.TW)台股目標價由698元新台幣,上調至758元新台幣,評級「增持」,認為該集團是AI半導體的長遠贏家。
報告指,台積電將會自AI半導體取得更具意義的收入,估計今年約佔整體收入15%,集團在全球AI供應鏈的略價值將會提升,推動該股獲得重評。據報OpenAI行政總裁Sam Altman有意集資數以萬億計美元,推動全球半導體行業發展,相信台積電在晶圓服務及科技領域的龍頭地位、以及其成本結構,能夠在同業中取得有利位置。
該行指,台積電股價在同業中相對落後,但美國的投資者反映正在留意近期的消息,視乎情況吸納,雖然投資者關注蘋果(AAPL.US)削減晶圓訂單,但相信不利消息已經在股價反映。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.