$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ 全球芯片短缺阶梯式消化，台积电作为龙头受益显著。关税卡的越来越紧能进一步提升盈利边际，当前回调已充分反映周期影响。基本面强劲，这波调整后正是上车良机。

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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