机构：台积电的收入料将受到AI和非AI需求的共同支撑上调公司目标价

环球市场播报03-16

Bernstein分析师在一份研究报告中称，台积电的收入增长可能受到AI的持续势头和韧性十足的非AI需求的支撑。他们预计，到2026年，AI收入将占台积电总收入的20%以上，高于2025年的18%。他们指出，除了制造逻辑处理器外，作为HBM堆叠基础层的高带宽存储（HBM）基础裸晶也开始为台积电的AI收入做出贡献。与此同时，他们表示，台积电的非AI相关需求保持韧性，因为该需求偏向于高端智能手机。这些...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-03-16/doc-inhreees5993528.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein分析师在一份研究报告中称，台积电的收入增长可能受到AI的持续势头和韧性十足的非AI需求的支撑。他们预计，到2026年，AI收入将占台积电总收入的20%以上，高于2025年的18%。他们指出，除了制造逻辑处理器外，作为HBM堆叠基础层的高带宽存储（HBM）基础裸晶也开始为台积电的AI收入做出贡献。与此同时，他们表示，台积电的非AI相关需求保持韧性，因为该需求偏向于高端智能手机。这些...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-16/doc-inhreees5993528.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":"SG9999004220.SGD","symbol_name":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-16/doc-inhreees5993528.shtml","article_id":"2619351734","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2619351734","pubTimestamp":1773634740,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"Bernstein分析师在一份研究报告中称，台积电的收入增长可能受到AI的持续势头和韧性十足的非AI需求的支撑。他们预计，到2026年，AI收入将占台积电总收入的20%以上，高于2025年的18%。与此同时，他们表示，台积电的非AI相关需求保持韧性，因为该需求偏向于高端智能手机。这些分析师补充说：“非AI客户释放的任何产能，都将被目前找不到足够产能的AI客户所填补。”Bernstein将台积电的目标价从新台币1，800.00元上调至新台币2，200.00元。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","STSM":"Defiance Daily Target 2X Short 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demand to raise the company's target price","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"STSM":0.6,"TSMZ":0.6,"03145":0.6,"TSM":1.96,"TSMY":0.6,"TSMU":0.6,"TSMG":0.6,"TSMX":0.6},"content_text":"Bernstein分析师在一份研究报告中称，台积电的收入增长可能受到AI的持续势头和韧性十足的非AI需求的支撑。他们预计，到2026年，AI收入将占台积电总收入的20%以上，高于2025年的18%。他们指出，除了制造逻辑处理器外，作为HBM堆叠基础层的高带宽存储（HBM）基础裸晶也开始为台积电的AI收入做出贡献。与此同时，他们表示，台积电的非AI相关需求保持韧性，因为该需求偏向于高端智能手机。这些分析师补充说：“非AI客户释放的任何产能，都将被目前找不到足够产能的AI客户所填补。”Bernstein将台积电的目标价从新台币1，800.00元上调至新台币2，200.00元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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机构：台积电的收入料将受到AI和非AI需求的共同支撑 上调公司目标价

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机构：台积电的收入料将受到AI和非AI需求的共同支撑上调公司目标价