$TSM
这只股票

Schwab Network 对 $TSM 的判断变化

频道资料 →本频道有 24 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citi、Citigroup、Citizens、Daiwa、Dan Ives、Deutsche Bank、Evercore ISI、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Jefferies, UBS and Citigroup、Milius (analyst)、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 4 条
2026-10-15看涨
《Hot CPI & PPI, Rising Yields Hit AI Trade with Reality Check》
台积电是更容易下的赌注，因为它押注于随着时间推移对芯片和产品需求的增长，而这一点很少有人会与之对赌。

你之前谈到了“Taiwan Semi”这家公司。对我来说，这是一个更容易的押注，因为你押的是随着时间推移对更多芯片和更多产品的需求。我认为没有多少人会押注相反的方向。

You were talking about the company "Taiwan Semi" earlier. For me, this is an easier bet because you are betting on the need for more chips and more products over time. I don't think many people would bet against that .

看原视频05:15
2026-10-15看涨
《TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook》
台积电业绩超预期，第四季度营收指引同比增长约60%，营业利润率58.7%。AI需求仍超过供给，台积电具备定价权，但受2nm量产爬坡影响，近期利润率有所下滑。尽管利润创纪录，该股仍在半导体与宏观抛售中下跌；这一估值是值得关注的机遇。

我们回到《Morning Trade Live》，来重点看一张TSMC的图表。今年才是真正说明问题的一年。显然，我们在整个2026年看到了一轮大幅上涨，但我们已经从那些高位回落，尤其是半导体板块承受了近期这轮猛烈抛售的主要冲击。

We're back with " Morning Trade Live" to focus on a chart for TSMC. This year is what really tells the story. I mean, obviously we saw a huge upswing throughout 2026, but we've fallen back from those high levels, especially as the semiconductor sector has borne the brunt of the intense selling pressure we've seen recently.

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