台积电（TSM）20_老虎社区_美港股上老虎

台积电（TSM）2026年资本支出预算创历史新高，核心驱动力明确指向AI。我认为，这不仅是对需求的回应，更是对未来技术领导权的投资。作为全球晶圆代工绝对龙头，如此激进的资本开支旨在巩固其先进制程的产能壁垒，确保在AI芯片的军备竞赛中持续充当不可或缺的“军火商”。$台积电(TSM)$

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