台积电现在走的是甲骨_老虎社区_美港股上老虎

存钱游乐场

01-19

台积电现在走的是甲骨文的老路，资本支出高得离谱，还把AI未来至少5年的发展压得死死的。稍有闪失，就会被重创，风险确实拉得太高了，和当年的甲骨文一样 $台积电(TSM)$

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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