这个财报最牛逼的点就是全部指引一点不下调。然而宏观派不信,不听不听,王八念经。$Taiwan Semiconductor(TSM.US)

LongPort - 价值&投资
价值&投资

$Taiwan Semiconductor(TSM.US)这么 NB 的财报,毛利 58.8%,EPS 2.12,AI 需求持续强筋!

重点是预期指引没有打折扣🤔

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