10/29/2024, 04:04 PM UTC
台积电在AI热潮中过热Taiwan Semiconductor Has Run Too Hot In The AI Euphoria
1. 台积电的股价因当前AI热潮而表现异常出色；2. 该公司处于有利位置，可从AI的持续采用中受益；3. 尽管TSM最大业务板块的年增长率达到25%，但公司似乎被高估；4. 作者认为，由于AI热潮，TSMC目前被高估，并将该公司评级为卖出。1. Taiwan Semiconductor's stock has performed exceptionally well due to the current AI hype; 2. The company is well-positioned to benefit from the continued adoption of AI; 3. Despite a 25% annual growth rate in TSM's largest segment, the company appears overvalued; 4. The author believes TSMC is currently overvalued due to AI 'euphoria' and rates the company a Sell.
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