$台积电(TSM)$_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。

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