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大行評級|花旗:上調台積電目標價至1500元新台幣 維持“買入”評級
花旗發表報吿指,台積電第二季度純利2479億元新台幣,按季升10%、按年升36%,好過該行及市場預期,毛利率53.2%亦好過指引範圍中間水平,公司指引第三季收入按季升幅中位數為9.5%,毛利率54.5%,該行認為強勁的毛利率前景將會推動盈利預測重估,維持其“買入”評級, 台積電目標價由1150元新台幣上調至1500元新台幣。市場關注美國總統大選及地緣政治局勢對台積電的影響,公司指,會繼續於海外擴充以淡化風險,包括在美國及日本設廠,以分散生產地點,又指若果一旦實施關税或貿易限制措施,客户亦會承擔影響。
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