AI的尽头是这只芯片制造商，现在还很便宜！

金融界03-28

摩根大通JPMorgan表示，想要押注人工智能热潮的投资者可能需要关注台积电Taiwan Semiconductor Manufacturing（TSM）。分析师Gokul Hariharan重申了他对这家半导体制造商的增持评级，称“人工智能半导体的尽头都是通向”这家公司。该公司是英伟达Nvidia、Advanced Micro Devices和高通Qualcomm等芯片巨头的供应商。他说:“...

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Hariharan重申了他对这家半导体制造商的增持评级，称“人工智能半导体的尽头都是通向”这家公司。该公司是英伟达Nvidia、Advanced Micro Devices和高通Qualcomm等芯片巨头的供应商。他说:“...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/03/28012940025279.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4505","symbol_name":"高瓴资本持仓","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/03/28012940025279.shtml","article_id":"2422394949","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2422394949","pubTimestamp":1711560582,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"该行对台积电在台湾的上市股票的目标价维持在850元新台币，未来涨幅约为9%。Hariharan预计，在未来三到四年内，台积电将保持其在人工智能连接处理器芯片市场90%以上的份额。为英伟达等芯片制造商提供3纳米工艺技术的坚实基础，也将有利于公司的营收增长。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4505":"高瓴资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc 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Devices和高通Qualcomm等芯片巨头的供应商。他说:“台积电仍然是全球最便宜的半导体大盘股之一，相对于SOX指数仍有30%的折价，相对于大型人工智能半导体股(英伟达、AMD、Broadcom、Marvell)仍有51%的折价。”他补充称，随着台积电作为“关键人工智能推动者”的地位更加稳固，这一差距应该会缩小。该行对台积电在台湾的上市股票的目标价维持在850元新台币，未来涨幅约为9%。该公司在美国上市的股票在2024年上涨了约35%，过去一年上涨了51%。Hariharan预计，在未来三到四年内，台积电将保持其在人工智能连接处理器芯片市场90%以上的份额。这将使其人工智能对收入的贡献增加近四倍，从2023年的6%增至2027年的27%。他预测，到2026年，随着人工智能训练和推理需求的增长，高性能计算的强劲增长将推动该公司的收入达到1190亿美元。为英伟达(Nvidia)等芯片制造商提供3纳米工艺技术的坚实基础，也将有利于公司的营收增长。Hariharan表示:“由于领先的工艺技术、紧密集成的封装方法，以及半导体行业最广泛的IP和设计服务生态系统的支持，台积电在人工智能半导体领域的护城河似乎比以前的产品周期更宽。”\n\n\r\n            责任编辑：史文瑞","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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