在2026年1月强劲的销售额、高利润率和AI需求方面,尽管对近期的云支出有些顾虑,但TSCMC升级为 " 强力Buy " 。 TSMC upgraded to Strong-Buy on strong Jan 2026 sales, high margins, and AI demand, despite some near-term cloud spending concerns.

台湾半导体制造公司(TSM)从DA Davidson公司(DA Davidson)获得了强劲的Buy评级升级,理由是2026年1月的强劲收入4 012.6亿新元 — — 每月收入增加19.8%,年增长36.8% — — 加上现金红利和坚固的财政,包括45.13%的净利润和1.90万亿美元市场上限。 Taiwan Semiconductor Manufacturing (TSM) received a Strong-Buy rating upgrade from DA Davidson, citing strong January 2026 revenue of NT$401.26 billion—up 19.8% month-over-month and 36.8% year-over-year—along with a cash dividend and solid financials, including a 45.13% net margin and $1.90 trillion market cap. 股票交易量近12个月,高达380.00美元,并得到了强烈的AI和数据中心需求的支持,尽管对于云端供应商的AI支出可能在短期内有所软化,人们仍持谨慎态度。 The stock traded near its 12-month high of $380.00, supported by robust AI and data center demand, though some caution remains over potential near-term softening in cloud providers’ AI spending. 本年度EPS项目9.20美元,机构所有权占16.51%。 Analysts project $9.20 EPS for the year, and institutional ownership stands at 16.51%.