三分钟学财经
01-19 21:04
台积电资本支出比预期高了30%,这说明订单接到手软。苹果又出了折叠屏,看来2nm距离民用不远了。能卡住台积电脖子的,也就只有阿斯麦了
$台积电(TSM)$
$苹果(AAPL)$
$阿斯麦(ASML)$
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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