大行評級|美銀:上調台積電目標價至180美元 蘋果AI預示半導體組件需求增加
美銀證券發表報吿指,隨着蘋果宣佈推出個人智能系統Apple Intelligence(蘋果智能),以及2024年Computex帶來的推動作用,該行認為預示半導體組件含量增加。報吿指,台積電為人工智能發展的主要受惠者和推動者。考慮到更強勁的AI需求和更好的產品平均售價前景,對其2024至2026年盈利預期上調1至3%,並將目標價由160美元上調至180美元,重申“買入”評級。
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