大行評級|花旗:上調台積電目標價至1150元新台幣 維持“買入”評級
花旗發表報吿指,據台灣工商時報,台積電或上調5納米及3納米晶圓定價。報吿指,英偉達CEO黃仁勛在台北國際電腦展覽會中表示,樂於向台積電支付更多。考慮台積電的科技領導地位,以及所有生產元素如原材料、研發成本及公用事業費用等成本上升,認為台積電在人工智能圖像處理器(GPU)或加速器,以至邊緣人工智能(Edge AI)設備的需求急升下,應能反映對客户的價值。該行預期台積電在2025及2026年收入增長39%及31%,今年收入增長為29%。該行維持對台積電“買入”評級,台積電台股目標價上調12%至1150元新台幣。
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.