$台积电(TSM)$_老虎社区_美港股上老虎

酉风

2024-10-17

$台积电(TSM)$ 台积电一路领先。asml暴雷除了中国禁令，还预示了对手Intel和三星的落败。法说会中CC坚定地回答No！表示坚决不会收购Intel的Fab。后续越来越好，只要AI发动机还在

台积电财报超预期！能否继续持有？

台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】

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