Parkev Tatevosian, CFA 对 $TSM 的判断变化

2026-09-24看涨
《Is Taiwan Semiconductor Stock an Undervalued AI Stock to Buy Right Now? | TSM STock Analysis》
TSM 值得买入;AI 需求支撑创纪录的利润率,而地缘政治风险带来估值折价,意味着未来 12-18 个月有 43% 的上行空间。

代理人工智能的出现和普及,对台积电(TSMC)构成了额外的推动力,而该公司本就因这些数据中心所使用的加速器而经历着需求的激增。

The emergence and spread of proxy artificial intelligence was an additional incentive for Taiwan Semiconductor Manufacturing Company (TSMC), which was already experiencing a surge in demand as a result of the accelerators being used in these data centers.

因此,台积电正在加大投资,在亚利桑那州追加1000亿美元,用于建设多座制造工厂,以满足这一不断增长的需求。但这一切是否让台积电股票成为一个值得买入的投资机会,还是说已经太晚、股价的涨幅已足以抵消市场对该公司所有这些增长的需求?

As a result, Taiwan Semiconductor Company is increasing its investments, adding an additional $100 billion in Arizona to build several manufacturing facilities to meet this growing demand.

But does all this make TSMC shares an investment opportunity to buy, or is it too late and has the share price risen enough to offset all this increased market demand for the company?

2026-09-05看涨
《3 Undervalued AI Stocks You Can Buy With 40% Upside or More》
台积电被低估,当前股价416美元,公允价值609美元;受AI制造主导地位驱动,预计12-18个月内有超过46%的上涨空间,抵消地缘政治成本压力。

我将在本视频中展示的第一只AI股票是台积电。我计算出该股票的公允价值为每股609美元,而市场价格仅为416美元。

The first AI stock I will be showcasing in this video is Taiwan Semiconductor Manufacturing Company (TSMC). I have calculated the fair value of this stock at $609 per share , while the market price is only $416.

因此,我计算出台积电的股票在未来12至18个月内将增长超过46%。当然,围绕这家公司最大的积极因素之一是技术创新。这超出了人工智能的范围。

Therefore, I have calculated a growth rate of more than 46% for Taiwan Semiconductor Company's stock over the next 12 to 18 months. Of course, one of the biggest positive factors surrounding this company is technological innovation.

This goes beyond the scope of artificial intelligence.

2026-09-02看涨
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