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大行評級丨摩根大通:台積電第三季度業績或超過其指引 維持“增持”評級
台積電8月銷售額同比增長約33%,達到2508.7億新台幣。摩根大通表示,台積電在第三季度迄今的營收已經達到了摩根大通預期的68%。該公司8月的強勁銷售表明,第三季度業績可能會超過其指引。該行維持對該股的“增持”評級,目標為1200新台幣。以Gokul Hariharan為首的分析師表示,受iPhone處理器銷量增長和N3/N5需求持續強勁的推動,9月營收可能保持平穩或環比略有增長。分析師認為,由於N3需求強勁,以及人工智能加速器和其他高性能計算(HPC)產品對N5的持續需求,台積電第三季度的營收可能會略高於其指引範圍的高端。
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