The Zhitong Finance App learned that at the beginning of the US stock market on Monday, the stock price of TSM.US (TSM.US) reached a record high, with a total market value approaching 2.5 trillion US dollars. The market's optimism about the demand for advanced manufacturing processes and AI chips continues to heat up. However, upstream equipment leader Fanlin Group (LRCX.US) declined 1%. According to Morgan Stanley's latest research report, as full surround gate (GAA) nodes such as TSMC 2nm accelerate, Fanlin Group will become one of the main beneficiaries, reaffirm the “increase in holdings” rating, and raise the target price from 367 US dollars to 385 US dollars.

Zhitongcaijing · 1d ago
The Zhitong Finance App learned that at the beginning of the US stock market on Monday, the stock price of TSM.US (TSM.US) reached a record high, with a total market value approaching 2.5 trillion US dollars. The market's optimism about the demand for advanced manufacturing processes and AI chips continues to heat up. However, upstream equipment leader Fanlin Group (LRCX.US) declined 1%. According to Morgan Stanley's latest research report, as full surround gate (GAA) nodes such as TSMC 2nm accelerate, Fanlin Group will become one of the main beneficiaries, reaffirm the “increase in holdings” rating, and raise the target price from 367 US dollars to 385 US dollars.