台积电遭“美国陷阱”：从赴美建厂到合资传闻的苦果难咽

2025 年 2 月 12 号，美国的证券商Baird 分析员Tristan Gerra 的一则小道消息，揭开了台积电的尴尬。Gerra称，供应链那边传来消息说美国政府在推动英特尔跟台积电成立合资的企业，要在美国生产先进制程的芯片。之前台积电在美国建工厂已经涉及到技术和人才被迫转移的无奈，如今为Intel做嫁衣如果是真的，则更是加速了这个过程。

台积电财报利好！涨势能否延续？

台积电Q3营收9899.2亿新台币，同比增长30.3%，市场预期为9676.97亿新台币；净利润4523亿新台币，创下公司的纪录新高，同比增长39.1%。台积电美股夜盘涨势延续，大家看好台积电涨势吗？现在你有何操作策略？

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