$台积电(TSM)$_老虎社区_美港股上老虎

看多台积电，主要逻辑有几下几点

①在手订单充足，不用担忧业绩，部分企业如openai在摆脱英伟达的依赖，而自研芯片，但是合作制造商还是台积电！作为卖水人，台积电在供应链的护城河很深

②作为中美博弈的重要一环，其获得美国懂王的支持！有懂王的背书，那么它的股市会稳一些，我给的预测是跑赢大市！$台积电(TSM)$

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