$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ 产能卡脖子，AI行情的路就窄了。钱现在都往硬的地方挤，从软件跑到硬件、能源，从终端往上游制造、材料钻，专挑扩产最难的那几个环节下手。行情不再撒胡椒面了，全看谁手里握着产能。

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