
Post
Jason-8848
#台积电Q3净利润超预期,盈利创历史新高
美银分析显示,台积电主要客户当前市盈率较台积电溢价约45%,高于长期平均溢价22%;HPC客户的溢价更高达100%至150%,远超历史均值53%。美银认为,台积电股价过去两年的涨幅主要由盈利上调驱动,估值倍数扩张有限,未来随着技术领导地位进一步强化,股价存在重估至至少20倍NTM市盈率的空间。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,647.5-0.01%
ETH/USDTEthereum
$2,222.59-0.01%
SOL/USDTSolana
$90.7+0.01%
Today’s market buzz
1#USJobsBeatExpectations
Hot

2#ChipStocksFallOver12%


3#USCongressIranOutlook
