You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|Susquehanna:重申臺積電“跑贏大盤”評級 指關稅對其實際衝擊可能有限
格隆匯 04-09 22:49

Susquehanna分析師Mehdi Hosseini發佈研報,重申對臺積電的“跑贏大盤”評級。最新的市場調查顯示,臺積電的晶圓出貨量和平均銷售價格(ASP)走勢保持穩定。Hosseini指出,根據一項有關關稅的規定,如果一項進口產品中至少20%的價值是在美國境內“生產或轉化”的,那麼關稅將只適用於非美國部分的內容。鑑於臺積電約有70%的營收來自美國客戶,其部分芯片產品有可能符合“美國內容價值”要求,從而降低被徵收的整體關稅水平。考慮到臺積電客戶主要集中在美國,這一新的關稅政策對其的實際衝擊可能有限。

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.
uSMART
Wealth Growth Made Easy
Open Account