Morgan Stanley lowers TSMC's target price due to expected pressure on profit margins
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发表于 2023-12-4 10:20:56
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On December 4th, Morgan Stanley lowered TSMC's target price from NT $718 to NT $688, and it is expected that the chip manufacturer's gross profit margin guidance for January next year may put pressure on its stock price in the short term. Analysts such as Charlie Chan wrote in a research report that they expect the company's gross profit margin to drop to 49.5% in the first quarter, which is 3 percentage points lower than the market's generally expected 52.2%. Maintain an over rating as generative AI should be an important long-term growth driver for TSMC compared to 2021, and the cycle is recovering.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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