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万亿美元豪赌，Open AI创始人：泡沫化的故事很诱人_蜘蛛资讯网

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公司盈利构成持续压力。该行将公司目标价上调至43港元，维持“跑赢大市”评级。责任编辑：卢昱君

进封装能力对AI芯片量产与性能释放至关重要。　　对于外界关切的AI需求判断，台积电董事长兼总裁魏哲家在业绩电话会上称，当前AI客户拉货“全面强劲”，甚至比三个月前更强，相关长期复合增速略高于此前预期。“我们直接从客户那里收到强烈信号，要求我们具备支持其业务的能力，因此我们对AI大趋势的信心正在增强。”他提到，大型语言模型的令牌（token）处理量呈爆发式上升，反映AI的高频采用，带动算力需求抬升，

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