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冬俊
冬俊
#台积电Q3净利润超预期，盈利创历史新高 需要盯的三个信号 2纳米占比继续往上时，毛利率能不能守住65%以上，这是最直接的验证点。 云厂商的现金流和融资情况，上游订单再满，下游还不上钱也会反噬。 成熟制程价格战，如果大陆晶圆厂持续扩产，台积电只能靠更先进节点维持高毛利。
16:49 · 10/15/26·1.55K views·Posted on OKX Orbit

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