台积电前两月营收增长30%，市场关注中东局势影响AI投资意愿

华尔街见闻03-10

台积电2月营收增速回落至22%，主要源于农历新年的季节性扰动。前两月营收增长30%，低于分析师对第一季度整体约33%增速的预期均值，3月单月表现将对能否达成市场预期起到关键作用。当前市场关注美伊冲突是否会影响企业兴建数据中心的意愿。台积电今日（10日）公布今年前两月销售数据，营收同比增长30%，反映出全球AI基础设施建设在中东冲突爆发前维持强劲势头。然而，随着地缘政治风险升温，市场目光已转向这一...

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Comments

  • shihlonchen
    03-11
    shihlonchen
    戰爭短期抑制需求，長期會刺激需求，現在大家都看到ai對戰爭在情報分析的影響力了。
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