$台积电(TSM)$_老虎社区_美港股上老虎

2024-10-17

$台积电(TSM)$ 台积电一路领先。asml暴雷除了中国禁令，还预示了对手Intel和三星的落败。法说会中CC坚定地回答No！表示坚决不会收购Intel的Fab。后续越来越好，只要AI发动机还在

台积电夜盘拉升涨近2%！Q1营业收入净额11341.03亿新台币，同比增长35.1%，市场预期1.12万亿新台币；营业利润6589.66亿元台币，同比增长61.9%，市场预期6238.2亿元台币；税后纯益5724.8亿新台币，同比增长58.3%，市场预期5423.8亿元新台币，并创下历史新高。台积电第一季度资本支出为111亿美元。【已经逼近历史新高的台积电，股价能否顺势突破？大家本次财报有何操作策略？】

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