美银：上调台积电美股目标价至 155 美元 料结构性先进节点的需求将更强劲

Zhitong
2024.03.18 02:23
美银证券发表报告，将台积电美股目标价上调至 155 美元，评级 “买入”，因预料受人工智能实力、运算能力及节能要求等支持下，结构性先进节点的需求将更加强劲。此外，英特尔近期确认将 Lunar/Arrow Lake CPU 模块外包予台积电，该行认为对台积电的行业龙头地位而言是好兆头。美银又预计，台积电处行业领先的 7nm 工艺以下的代工收入，于 2023 年至 2025 年的年均复合增长率将达 22%。
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