《大行報告》花旗升臺積電目標價至740元新臺幣 上季盈利勝預期
花旗發表研究報告指,臺積電第四季表示勝於預期,淨收入爲2,387億元新臺幣,按季增13%,按年跌19%。管理層對今年的復甦持樂觀態度,預期收入增長20%低至中段,超出市場預測的約20%。臺積電維持53%以上的長期毛利率目標,今年資本開支指引爲280億至320億美元,符合該行預期。該行重申「買入」評級,目標價由720元新臺幣上調至740元新臺幣。
該行表示,臺積電預計其HPC業務將迎來良好增長,將AI晶片的銷售組合指引提高到2027年達到高十位數。考慮到集團強大的項目儲備,該行料公司可以更早實現目標。
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