异动解读｜台积电盘中上涨3.1%，摩根士丹利上调目标价12%至2888元新台币

行情直击06-30

6月30日，台积电盘中上涨3.1%，报469.2美元/股，成交额15.8亿美元。

消息面上，摩根士丹利当日将台积电目标价上调12%至2888元新台币，理由是公司营收和定价前景改善。此前一日，瑞银亦将其目标价从3000元新台币上调至3400元新台币，维持"买入"评级，并上调全年销售增长预期，预判公司有望于明年初启动新一轮产品提价。

基本面方面，台积电已通知客户7nm及以下先进制程全线涨价5%至10%，AI需求持续挤占高端产能，5/4nm及以下产能全年维持满载，订单已排至明年。市场预计公司将于7月16日发布二季度财报，机构测算当期每股收益约3.80美元，整体营收预计达400.6亿美元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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