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《大行》花旗上調台積電目標價至1,280新台幣 受惠手機及AI晶片升級
阿思達克 06-27 14:37
花旗報告指,台積電今年首五個月收入按新台幣計算按年升43%,對比以美元計按年升20%至30%中位的指引。雖然預期台積電下半年展望相對平穩,但認為台積電很可能超越其全年指引,受惠明年智能手機向2奈米技術遷移及人工智能芯片向3奈米技術遷移,預計台積電該兩製程收入在明年貢獻佔比將能超過40%。該行重申對台積電「買入」評級,目標由1,100新台幣上調至1,280新台幣。
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