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。

财报利好！台积电看至$260？

台积电放榜：公司Q2营收9337.92亿新台币，同比增长38.6%；净利润3982.73亿新台币，同比增长60.7%。【股价夜盘短线拉升，大家看好台积电涨势吗？台积电能否提振半导体板块？】

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