TSM

博主未说明具体理由

TSMC's sold-out advanced-packaging capacity, 67% gross margin, and 77% earnings growth create pricing power, while the recent selloff offers patient investors a long-term entry despite near-term node-transition risk.

博主未说明具体理由

台积电盈利和资本支出指引强劲，但现价略偏高，且后续需求仍取决于四大科技是否维持资本支出，因此暂不加仓。

TSMC beat earnings expectations but remained pressured by weak semiconductor sentiment from South Korea and Middle East tensions, so recovery may require patience and limited leverage.

TSM beat revenue expectations and raised capital spending, but the muted stock response suggests the strength is priced in and further upside depends on mega-cap spending exceeding expectations.