台积电被吹过头了？大摩降评：投它就是投死钱

华尔街见闻2021-06-23

5纳米制程以后，2、3纳米制程上需要更高强度的资本支撑，可能导致先进制程晶圆代工的ROI出现结构性下滑。部分原因是，台积电同艾司摩尔（ASML）等关键设备供应商的议价能力正在减弱。过去两年，台积电先进制程领先地位几乎得到市场共识，近日摩根士丹利却打出降评第一枪。在一份长达80页的报告中，该行下修对台积电评级至“中立”，并将目标价由655新台币下调至580新台币。按周三收盘价595新台币计算，...

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精彩评论

醉拳甘迺迪
2021-06-23
醉拳甘迺迪
笑了，谢谢大摩的打折筹码
Kiwiwilu
2021-06-23
Kiwiwilu
穩穩妥妥的
Choolin
2021-06-23
Choolin
英伟达是涨疯了，苹果都在提速啊，怎么就台积电苦哈哈啊？
小白龍
2021-06-23
小白龍
哎…

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