$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$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。

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