美股異動丨台積電盤前升1.5%,黃仁勛説台積電晶圓價格“太低了”
繼昨日創出歷史新高後,台積電(TSM.US)今日盤前再度升1.5%至165.44美元,開盤勢將再創歷史新高。消息面上,在台北電腦展5日的投資人午餐會上,摩根士丹利詢問黃仁勛怎麼看台積電希望升價的事。黃仁勛回答:“我認為台積電價格太低了,台積電對全世界和科技業的貢獻,從財報來看是委屈了。”英偉達如今已躍居台積電的第二大客户,佔台積電2024年營收的10%。摩根士丹利同日隨即將台積電目標價從928元新台幣調高至980元新台幣,維持“加碼”評級,看好台積電能將增加的成本轉嫁給客户。巴克萊將台積電ADR目標股價由150美元調高至170元,維持“加碼”評級。據彭博數據,不過短短一週,分析師對台積電目標價便由951元新台幣升至968元新台幣,台積電ADR由163.4美元調升至164.6美元。
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.