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Tech Giants Maintain Robust Capital Expenditures, Morgan Stanley Highlights TSMC as 'Top Pick'
17 hour ago /
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Author：小编
Morgan Stanley has positioned TSMC as its top stock pick, maintaining an "overweight" rating despite a slight adjustment to its target price. The investment bank remains optimistic about TSMC's future in the AI sector. Analysts highlight that significant AI capital expenditures by Meta and Microsoft have alleviated concerns regarding potential order cuts for TSMC's CoWoS technology. Furthermore, uncertainties surrounding the joint venture with Intel and semiconductor tariffs have diminished. While multiple institutions maintain a positive stance on TSMC, some have revised their target prices in response to shifts in end-user demand and expansion plans.
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