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Cruise橘子哥.🍊🦧
台积电董事会一口气批了410亿美元资本预算，美银转头把2027年的开支预期抬到900亿美元。先进制程吃掉其中56%，占比创几年新高，3纳米、2纳米都在加急扩嘛。
钱撒得这么猛，盘前股价反倒跌了不到2%，算力链今天整体被砸，谁也不敢替明年的需求打包票啊。可代工报价明年就要上调，产能还捏在自己手里，这牌面看着不算差吧。
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