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seekingalpha

01/29/2025, 06:56 AM UTC

台积电：有望达到历史最高价TSMC: Poised To Hit All-Time Highs

1、台积电发布强劲的4Q24财报，净销售额同比增长37%，毛利率达到59%；2、公司在晶圆代工市场的领先地位和定价能力使其成为AI投资者的首选；3、台积电预测1Q25销售额同比增长35%，表明对AI芯片的需求持续强劲，且可能扩大利润率。

1. TSMC reported strong 4Q24 earnings with net sales up 37% YoY and gross margins at 59%; 2. The company's dominant market position and pricing power in the foundry market make it a top pick for AI investors; 3. TSMC forecasts strong 1Q25 sales growth of 35% YoY, indicating continued robust demand for AI chips and potential margin expansion.

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