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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。
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
