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大行評級|高盛:上調台積電目標價至218美元 納入確信買入名單
格隆匯 06-19 13:58

高盛發表報吿指出,隨着對人工智能(AI)正面投資情緒不斷增長,台積電的風險回報更具吸引力,尤其是在2024年台北國際電腦展之後。終端應用進一步擴展至邊緣設備(如AI智能手機/AI PC/企業應用),相信可推動台積電另一個多年的升級週期。該行認為,在AI大趨勢下,台積電憑其穩健的技術領先地位及競爭格局有限,有助支持或提高其2026財年增長的可見度。此外,在成本上升的環境下,該行預期台積電將從明年開始,把3納米/5納米制程的定價提高低單位數百分比,另將CoWoS的定價提高5%。

該行對台積電2023至2026財年的收入與純利年均複合增長率預測為20%及21%,並將2024至2026財年盈利預測上調3%至4%,目標價由183美元上調至218美元,予以“買入”評級,納入確信買入名單,認為目前仍處於週期的早期階段,未來仍有更大的上升潛力。

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