$台积电(TSM)$_老虎社区_美港股上老虎

搞钱树

01-19 12:38

$台积电(TSM)$疫情居家，线上化办公娱乐把台积电的需求推到高点，大规模资本支出。疫情结束后，直接负增长，资本支出包袱大，市场给了10PE，巴菲特买到10大持仓，不过后来因为台湾地缘位置担忧，没吃到AI红利。

台积电财报超预期！能否继续持有？

台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】

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