Morgan Stanley listed TSMC as its preferred stock after a significant sell-off
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发表于 2024-8-6 10:31:04
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On August 6th, Morgan Stanley listed TSMC as its preferred stock after a significant sell-off, citing its attractive valuation following recent weak performance. In the long-term semiconductor downturn cycle, we are optimistic about TSMC's quality and defensive capabilities, "analyst Charlie Chan wrote, adding that" confirming price increases and continued strength in AI capital expenditures should be key catalysts.
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.