美股异动丨台积电盘前跌逾1% 高盛降其先进ARVR封装出货量预测

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格隆汇4月24日｜台积电(TSM.US)盘前跌1.41%，报155.58美元。高盛发研报指，市场普遍预期关税及宏观不确定性可能导致终端需求放缓，虽然管理层对AI需求仍持积极看法，但高盛认为管理层对CoWoS先进ARVR封装业务前景论调略为放软，暗示AI增量需求或趋向疲软，相应将今明两年CoWoS先进ARVR封装出货量预测下调至58.5万及92.3万片晶圆，产能下调至66万及100万片晶圆，并将...

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href=https://finance.sina.com.cn/stock/bxjj/2025-04-24/doc-ineuhchv3495436.shtml><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇4月24日｜台积电(TSM.US)盘前跌1.41%，报155.58美元。高盛发研报指，市场普遍预期关税及宏观不确定性可能导致终端需求放缓，虽然管理层对AI需求仍持积极看法，但高盛认为管理层对CoWoS先进ARVR封装业务前景论调略为放软，暗示AI增量需求或趋向疲软，相应将今明两年CoWoS先进ARVR封装出货量预测下调至58.5万及92.3万片晶圆，产能下调至66万及100万片晶圆，并将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-04-24/doc-ineuhchv3495436.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":"LU2360106780.USD","symbol_name":"BGF WORLD TECHNOLOGY \"A4\" (USD) 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forecast","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TWmain":1,"EWT":0.6,"TSM":1,"ARVR":1},"content_text":"格隆汇4月24日｜台积电(TSM.US)盘前跌1.41%，报155.58美元。高盛发研报指，市场普遍预期关税及宏观不确定性可能导致终端需求放缓，虽然管理层对AI需求仍持积极看法，但高盛认为管理层对CoWoS先进ARVR封装业务前景论调略为放软，暗示AI增量需求或趋向疲软，相应将今明两年CoWoS先进ARVR封装出货量预测下调至58.5万及92.3万片晶圆，产能下调至66万及100万片晶圆，并将2026及2027年每股盈利预测下调0.9%，台股目标价从1,200元新台币下调至1,190元新台币，重申“买入”评级。高盛还将台积电2027年的毛利率预测从57.8%下调至57.1%。(格隆汇)\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport,movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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; 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