台積電股價刷新歷史新高，木頭姐在賣出
台積電美股收盤升5.39%，報149.2美元創歷史新高，市值達7738億美元。
隔夜美股收升，帶動台股走強。台灣加權指數開盤上升345.79點，升幅1.76%，報20039.31點，盤初最高升至20065.5點，創歷史新高，且為首次站上2萬點大關。
受人工智能熱潮影響，台積電股價一舉創下歷史新高，推動中國台灣加權指數創下歷史新高。與2018年底市值1914億美元相比，台積電的市值增加約5832億美元（3.04倍）。當前台積電市值為7746億元，約等於2.65個貴州茅台。
截至3月7日，台積電已經是全球市值第9大公司。
摩根士丹利將該股目標價從758元台幣上調至850元，確認增持評級;台積電也是該行的首選股。摩根士丹利分析師Charlie Chan寫道，在該行的科技、媒體和電信大會之後，上調台積電目標價;在會上，“我們對該公司的長期增長和定價能力感到樂觀”。行業調查顯示AI半導體訂單強勁，而且生成式AI半導體顯然是台積電的增長動力。
數據顯示，台積電ADR在美國股票市場的未交割看升期權合約的數量接近歷史最高水平。
近期，台積電達到三年來最劇烈的超買水平，但分析師則在股價帶動下情緒極為樂觀。Bloomberg分析師Charles Shum表示：“消費者和商界對生成式人工智能的附加值充滿信心，因此任何潛在的價格上升都是合理的。”
週三，摩根大通高調上調目標價，將台積電的目標價上調了10%至850新台幣，稱該股是“數據中心和邊緣幾乎所有人工智能處理的推動者”。包括Gokul Hariharan在內的摩根大通分析師表示，到2027年，與人工智能相關的營收將飆升至25%，該公司將在開發一些先進芯片方面保持領先地位。
繼減持英偉達之後，華爾街女股神“木頭姐”又有新動向。眼下，AI浪潮正如火如荼，木頭姐則在加大對人工智能行業的減持力度。兩年多以來，首次出售台積電的股票，並進一步削減對英偉達的敞口。
她説，自從以5美元的價格買入英偉達，後者股價已經升了150倍，認為已經升過頭了，市場對英偉達的盈利預期過於樂觀。
木頭姐強調，英偉達這類股票具有很強的週期性特徵，這種週期性表現在公司業務和其股票市場表現上。
值得一提的是，英偉達今年股價繼續大升87%，台積電股價今年上升43%。截至去年末，A股有101只基金持有英偉達，32只基金持有台積電。
對此，國外網友們紛紛直言稱其為“反指標”，並調侃表示“英偉達1000美元，台積電800元台幣應該不遠了”。
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