TSMC's stock performance has shown some signs of stabilizing over the past two days. The 3% rise is essentially more of a "fulfillment of psychological expectations."Morgan Stanley's forecast of a gross margin exceeding 60% indicates that demand for high-end AI chips has not weakened.The computing investment cycle is still ongoing, and TSMC stands as the most direct beneficiary.Unlike short-term speculative plays driven by hype, this round of movement is supported by solid industrial logic.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
