$台积电(TSM)$_老虎社区_美港股上老虎

虽然最近台积电股价应为DeepSeek 的出现而暴跌，但是个人还是觉得deepseek对台积电的盈利影响可能微乎其微，因为台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。而且从长远来看，人工智能的发展对芯片的需求总体上是持续增长的，台积电作为全球最大的先进半导体代工厂商，在市场中占据重要地位，so……

不过短时间吗，还是看空稳妥一些

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gjjncd
02-04
gjjncd
台积电不是因为deepseek而暴跌，而是市场担心台湾半导体美国的态度，还有现在特朗普挥起关税大棒，台湾贸易顺差排进前十，现在美国让台湾买武器填补，但是半导体增添变数

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