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台积电市值逼近1万亿美元！华尔街齐声唱多

即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。

台积电市值逼近1万亿美元！华尔街齐声唱多

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[龇牙]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/318899809009704","repostId":2444237740,"repostType":4,"repost":{"id":"2444237740","pubTimestamp":1718853726,"share":"https://www.laohu8.com/m/news/2444237740?lang=&edition=full","pubTime":"2024-06-20 11:22","market":"us","language":"zh","title":"台积电市值逼近1万亿美元！华尔街齐声唱多","url":"https://stock-news.laohu8.com/highlight/detail?id=2444237740","media":"华尔街见闻","summary":"即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。","content":"<html><head></head><body><blockquote><p><strong>即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。</strong></p></blockquote><p>AI浪潮中，今年迄今<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股股价已累计涨超76%。上周，台积电一举超越“股神”巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦成为全球市值第八的公司，这周台积电股价再创新高，市值逼近1万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18ab64ac4f8e3d7961d573c6a3498940\" 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>接受涨价，其他关键的AI客户也可能会跟进。</p><p>AI浪潮中，作为科技巨头们的主要芯片代工厂商，台积电收获颇丰。高盛分析师Bruce Lu表示，“随着人工智能的不断发展，我们认为台积电是主要受益者之一”。</p><p>AI芯片订单高企，台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币（约合71.14亿美元），同比增长30.1%。今年1-5月，台积电累计销售额达1.06万亿新台币（约合328.39亿美元），同比增长27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709848af57d15fb61895756048f0737b\" tg-width=\"1024\" tg-height=\"241\"/></p><p>时任台积电董事长的刘德音在股东大会上表示，预计AI需求比一年前乐观，随着AI的应用和芯片对公司提出更高要求，台积电对未来的增长充满信心。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电市值逼近1万亿美元！华尔街齐声唱多 </title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/293a127274c3222e1a117f6c48b196f6","relate_stocks":{"BK4503":"景林资产持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4505":"高瓴资本持仓","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4581":"高盛持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4512":"苹果概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY 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INC","TSM":"台积电","BK4588":"碎股","BK4141":"半导体产品"},"source_url":"https://wallstreetcn.com/articles/3717656","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444237740","content_text":"即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。AI浪潮中，今年迄今台积电美股股价已累计涨超76%。上周，台积电一举超越“股神”巴菲特旗下伯克希尔哈撒韦成为全球市值第八的公司，这周台积电股价再创新高，市值逼近1万亿美元。即将迈入“万亿俱乐部”之际，本周高盛、摩根大通等多家华尔街券商上调台积电目标价，他们认为AI相关需求激增以及2025年公司可能的涨价行动将推高台积电盈利。高盛对于台积电的前景最为乐观，该行将台积电目标价提高19%至1160元台币，其预计公司3纳米和5纳米芯片制造价格将以“低个位数的百分比”上涨。摩根大通表示，台积电或将提高2024年收入展望，还可能将资本支出提高到指引区间的高端。摩根大通预计到2028年人工智能对台积电总销售额的贡献率将为35%。台积电此前也表示，预计2024年的资本支出在280亿至320亿美元之间，预计2025年可能增至350亿至400亿美元，这些巨额预算主要用于2/3纳米工艺的研发和生产。近期，花旗和摩根士丹利也双双上调了台积电的目标价。两家投行均认为，随着AI技术的快速发展和应用的不断扩大，台积电将从数据中心和边缘AI的芯片需求中获益，尤其是在更先进的2/3纳米工艺节点上。花旗预计，到2025年底，全球大多数AI GPU将迁移到3纳米工艺，这将为台积电带来更多订单，其3纳米工艺利用率预计将在明年保持紧张状态。台积电预计将在2025年获得更多3纳米芯片订单，特别是来自苹果、高通和联发科等客户。此外，摩根士丹利分析师Charlie Chan领衔的分析团队于6月5日发布研报，预计台积电可能会在2025年提高晶圆价格5%，以保持其毛利率在53%及以上的水平，并表示如果英伟达接受涨价，其他关键的AI客户也可能会跟进。AI浪潮中，作为科技巨头们的主要芯片代工厂商，台积电收获颇丰。高盛分析师Bruce Lu表示，“随着人工智能的不断发展，我们认为台积电是主要受益者之一”。AI芯片订单高企，台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币（约合71.14亿美元），同比增长30.1%。今年1-5月，台积电累计销售额达1.06万亿新台币（约合328.39亿美元），同比增长27%。时任台积电董事长的刘德音在股东大会上表示，预计AI需求比一年前乐观，随着AI的应用和芯片对公司提出更高要求，台积电对未来的增长充满信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}