大行评级丨交银国际：维持台积电买入评级目标价468美元

中金财经04-21

　　交银国际维持台积电(TSM.US)买入评级，目标价468美元：1Q26业绩超预期，AI需求强劲推动3nm扩产，全年收入增速或超30%。上调2026/27年EPS至94.76/109.23新台币，目标价基于29倍2026-27年平均PE，反映其在先进制程的领先优势及AI长期增长动能。　　

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大行评级丨交银国际：维持台积电买入评级 目标价468美元

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大行评级丨交银国际：维持台积电买入评级目标价468美元