台积电美股收盘涨5.39%,报149.2美元创历史新高,市值达7738亿美元。摩根士丹利将该股目标价从758元台币上调至850元,确认增持评级;台积电也是该行的首选股。摩根士丹利分析师Charlie Chan写道,在该行的科技、媒体和电信大会之后,上调台积电目标价;在会上,“我们对该公司的长期增长和定价能力感到乐观”。行业调查显示AI半导体订单强劲,而且生成式AI半导体显然是台积电的增长动力。
台积电收涨5.39%创历史新高,摩根士丹利上调其目标价
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