高盛發表報告指，台積電(TSM.US)管理層發出正面訊息，預期庫存調整即將結束，個人電腦需求已見回穩跡象，相信明年增長前景健康。
該行認為，台積電明年的產能使用率全面復甦，主要受惠補充庫存需求上升、個人電腦及伺服器需求改善、智能電話需求回穩，英特爾(INTC.US)增加外判，以及人工智能帶動市場需求，估計台積電2024年度首季以美元計收入，按季下跌1%，跌幅小過市場預期的5%，又預期自由現金流改善，季度股息有望增加，目標價由110美元上調至115美元，評級「買入」，納入確信名單。
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- 《大行報告》高盛上調台積電(TSM.US)目標價至115美元 評級「買入」納入確信名單
《大行報告》高盛上調台積電(TSM.US)目標價至115美元 評級「買入」納入確信名單
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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