中文翻译
问得好，对于 $TSM 来说，台湾入侵问题始终是一个令人烦恼的逆风因素。这是一个过于关键的国家安全问题，我确信美国会与任何威胁台湾的国家开战，因为台湾处于整个供应链和 AI 基础设施的核心地位。而且我确信没有哪个国家愿意与美国直接开战。至于护城河部分，$TSM 几乎是全球都在使用的垄断者。美国支持 $INTC 不会改变其至少落后 8 年的事实。
· 个股论点
台海地缘风险可控，TSM垄断地位稳固且领先INTC至少8年。
英文原文
Good question, for $TSM it's always going to be an annoying headwind in terms of an invasion of Taiwan. It's too critical of a national security issue and I'm confident the US would go to war with anyone who threatens Taiwan due to the fact they're central to the whole supply chain and AI infrastructure. And I'm confident no country would want to get in a direct war with America. As for the moat part, $TSM is kinda a monopoly that everyone in the world is using. US backing up $INTC won't change the back that they're way too far behind for the next 8 years at least.