台积电年初至今已上涨8% 分析师密集上调目标价
Xin Lang Cai Jing·2026-01-07 02:30

Core Viewpoint - Analysts are increasingly optimistic about TSMC, raising their stock price targets following a historic surge, indicating strong market sentiment towards the company [1] Group 1: Stock Price Target Adjustments - At least six brokerages have raised their forecasts for TSMC's stock since the beginning of the year [1] - JPMorgan increased its target price by 24% to NT$2100, citing expectations of strong revenue growth and improved profitability [1] Group 2: Stock Performance - TSMC's stock has risen by 8% in 2026, following a more than twofold increase over the past three years due to sustained investor interest [1] - The strong performance of TSMC has contributed to record highs in the benchmark stock index, with TSMC accounting for nearly 45% of the index [1] Group 3: Growth Expectations - The demand for TSMC's advanced process technologies and pricing increases are expected to drive another strong growth year in 2026, with anticipated improvements in gross margins [1]

台积电年初至今已上涨8% 分析师密集上调目标价 - Reportify