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浪七777
台积电Q3财报利润大超预期，但股价却应声下跌，典型的“利好兑现”。
亮眼的财报背后有两面性：一方面2nm工艺稳步上量，先进制程占比走高，AI芯片需求依旧坚挺，短期基本面无可挑剔；另一方面隐患同样突出，业绩高度绑定少数AI大客户、美国建厂推高长期成本，地缘不确定性还在。短期利好落地，市场开始定价远期风险，后续重点观察资本开支与客户订单持续性。#台积电Q3净利润超预期，盈利创历史新高
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