晨星：将台积电公允价值预估维持在 990 新台币 预计绩后更新对其预测

USHK News
2022.10.11 08:11
10 月 11 日讯，晨星分析师 Phelix Lee 发布有关台积电 (TSM.N) 分析，受美国芯片限制政策影响，代工需求的不确定性近期可能会增加。作为世界第二大云计算市场，中国的本地云服务提供商在新规定下可能很难为其扩张项目获得芯片。在芯片制造商中，台积电近期的股价表现可能逊于联电 (UMC.N) 和中芯国际 (00981.HK)，因为台积电更多地接触尖端芯片。晨星将台积电的公允价值预估维持在 990 新台币，但计划在周四公布业绩后更新对该公司的财务预测。
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