$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ 在我看来，TSM的市值可能在一年左右达到4万亿美元。从现在到2027年底，他们拥有近乎垄断的地位，而且需求看起来没有约束。他们的2纳米产能到年底预计能增长两倍，并且掌握了完全的定价权。

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