05/28/2025, 11:35 AM UTC
台积电股价飙升:押注其在先进芯片领域的垄断地位2 Fat Dividends To Buy And Hold Forever
1、台积电股价上涨源于市场对其先进芯片制造(尤其是2纳米技术)垄断地位的信心;2、各国政府补贴推动其全球扩张,但地缘政治风险威胁其以台湾为中心的运营模式;3、尽管面临竞争加剧,台积电凭借技术领先和定价权维持高估值。1. TSMC's stock surge reflects investor confidence in its monopoly over advanced chip manufacturing, particularly 2-nanometer technology; 2. Global government subsidies drive its international expansion, but geopolitical tensions pose risks to its Taiwan-centric operations; 3. Despite rising competition, TSMC maintains pricing power and technological leadership, sustaining high valuations.---
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