Taiwan Semiconductor rose more than 1.3% in pre-market trading. Morgan Stanley raised the target price of TSMC and reiterated its "overweight" rating

智通財經
2024.09.24 08:11
台積電美股盤前漲超 1.3%，報 177.1 美元。消息面上，摩根士丹利發佈研究報告指，看到台積電在 2 納米及 3 納米晶片及 CoWos 先進封裝產能擴張較快，料明年 CoWos 月產能升至 8 萬件。大摩指，管理層曾在券商會議上提及公司或可在未來 5 年有方向地維持收入複合年增長率介乎 15% 至 20%，認為此具承諾的長期增長加上毛利擴張，使公司估值遠比其他亞洲半導體公司吸引。該行上調集團明年及 2026 年每股盈利預測分別 4% 及 5%，目標價由 1,220 元新台幣升至 1,280 元新台幣，重申 “增持” 評級，為行業首選，指看好公司在延長的半導體下行週期下有質素及具防守性的性質。
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