台积电市值超越博通。
台积电(TSMC)市值已超越博通(Broadcom),再度跻身全球市值前十大企业之林。
台积电上周股价大涨14%,市值已达6470.3亿美元(3.03兆令吉),博通因获利不如市场所料,8日大跌7%,市值掉到6064.9亿美元(2.84兆令吉)。
受到费城半导体指数8日大跌4%所累,台积电11日股价一度下跌2.3%,但市值仍高于博通。这是2020年以来,台积电首度重返全球市值十大之列。
受到投资人明显对半导体股获利了结的影响,亚洲晶片和AI概念股周一也大跌,Screen跌9.3%,Disco跌7.5%,Advantest跌7.1%,SK海力士跌4.2%。
摩根士丹利和摩根大通分析师均预料,在人工智慧(AI)相关营收激增和定价能力强大的带动下,台积电仍有上涨空间。
台积电1至2月营收成长9.4%,反映AI带动高阶晶片需求,抵销iPhone销售放缓可能带来的潜在影响。摩根士丹利和摩根大通在内券商已纷纷将台积电目标股价上修约10%。
从选择权交易来看,投资人继续做多台积电ADR。彭博汇整资料来看,尽管台积电股价已创新高。未平仓比降至1个月来最低,显示选择权交易者购买的看涨合约多于看跌合约。
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