$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ 股价又创了收盘新高。不过我觉得还是被低估了，应该到 700 美元。

台积电今日跌2.32%，昨日刚公布的Q2财报创历史纪录，AI芯片代工需求强劲印证超级周期，Yahoo称是"英伟达股东的重大利好"。但业绩超预期未能提振股价，Benzinga指韩国存储抛压与芯片股集体杀跌盖过了亮眼财报。超预期却遭错杀，是情绪宣泄的黄金坑，还是AI代工估值见顶的前兆？

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