高盛预计台积电今年的_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
10-09

高盛预计台积电今年的营收增速是42%，明年37%！预计今年的资本开支金额是850亿美元，明年是980亿。

台积电年营收已是1226亿美元，如此大的体量，营收增速还能保持40%的增长，AI真是史无前例的机遇！

从资本开支角度看，光刻机巨头阿斯麦的业绩该爆发了，分析师预测三季度净利润增速约92%。

无论是台积电还是阿斯麦，估值都处于历史高位，这是最近几个月来，两家公司股价震荡的主要原因: $台积电(TSM)$ $阿斯麦(ASML)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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