-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價從413美元上調至574美元，市盈率則依據2027年預期值計算，調整至24倍，較10年歷史平均值18.3倍高出1.5個標準差。更高的本益比反映了更強的獲利可見度、持續的AI相關需求，以及先進節點和有利的產品組合所支撐的利潤率韌性。我們維持2026年營收預測為5兆新台幣（年成長32%），2027年營收預測為6兆新台幣（年成長25%），這主要得益於高效能運算（HPC）的持續強勁成長以及前沿技術的穩定利用率。我們維持對2026年每股收益100.79新台幣（年成長54%）和2027年每股收益151.19新台幣（年成長50%）的預測，這反映了持續強勁的利潤率、有利的產品組合以及高利潤率先進製程節點的持續貢獻。尖端製程節點和先進封裝的需求持續超過現有產能，從而支撐了產能利用率和獲利可見度。人工智慧相關應用和先進技術的持續擴張應能支撐成長和獲利能力。
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