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。

“木头姐”开始重仓台积电！本周能否突破$200？

ARK基金创始人“木头姐”凯西·伍德近一年来首次大幅加仓台积电ADR，买入量相当于截至3月底持仓量的87%。恰逢中美贸易缓和、美国与中东AI合作提振市场情绪之际，分析师预计未来12个月仍有约11%的上涨空间。【台积电大家看好本周突破$200吗？“木头姐”大举买进，你也看好台积电后市发展吗？】

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